Fredericksburg, VA Heatherstone Drive Office

Lyndsay Meier is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. She has worked at Dominion Eagle Advisor Group since 2015 and joined Osaic in 2024. Outside of her advisory role, she is also a real estate agent with Samson Properties. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and investment advisory services supported by technology-driven portfolio construction and management tools.

Jonathan Brennan is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Fsc Securities Corporation and BJ's Wholesale. He is also active as an insurance agent, providing life and long-term care insurance services through Dominion Eagle Advisor Group. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage a variety of investment portfolios.

David Brennan is a financial advisor with OSAIC in Fredericksburg, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with Dominion Eagle Financial Group, Inc. for over two decades. Brennan also teaches a retirement planning seminar through Dominion Eagle Advisor Group without compensation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers.

Sabrina Southworth is a financial advisor at OSAIC with 10 years of industry experience. She holds Series 65 and Series 66 licenses. Prior to joining OSAIC in 2026, she worked at Truist Investment Services, Bank of America, Merrill, Fidelity Investments, Ally Invest Securities, Wells Fargo, and Cetera Financial Specialists. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, using tools such as asset-allocation modeling and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.