Columbia, TN Office

Gaye Pike is a CFP®-certified financial advisor with 26 years of industry experience, currently with Osaic Wealth Inc. in Columbia, TN. Prior to joining Osaic Wealth in 2025, she worked at NBC Securities, Inc. for 17 years and spent one year at J.J.B. Hilliard, W.L. Lyons, LLC. Osaic Wealth serves a broad range of clients including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with options for discretionary management and third-party strategies.

Brett Crouse is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at Caledonian Financial and Liberty University, among other roles. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by risk-tolerance questionnaires and rebalancing tools.

Jesse Clayton is a financial advisor with OSAIC, holding Series 66, Series 63, and Series 65 licenses and 11 years of industry experience. He previously worked at Woodmont Investment Counsel, LLC for 14 years and at Merrill for 9 years. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers both brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a range of customizable strategies.

Thomas Sneed is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for NBC Securities, Inc. for 12 years before joining OSAIC Wealth Inc. in 2025. OSAIC Wealth serves a diverse client base, including retail and institutional investors, high-net-worth and non-high-net-worth individuals, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and multiple investment programs delivered through affiliated broker-dealer and RIA relationships.

Jeret Crouse is a financial advisor with Osaic Wealth Inc., holding a Series 66 designation and one year of industry experience. He is also affiliated with Horrell Company as an Affiliate Broker, maintaining a real estate license and engaging in residual compensation and occasional consultation activities. Prior to his current roles, he held positions at several firms including Caledonian Financial and Lipscomb University. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party manager selections.

Montee Sneed is a CFP® professional with 40 years of experience in the financial industry. He is currently with OSAIC and has previously worked at Caledonian Financial, NBC Securities, Inc., and Merrill. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process featuring asset allocation, portfolio optimization, and access to third-party managers and proprietary models.