Germantown, TN Forest Centre Dr Office

Savannah White is a financial advisor at OSAIC with Series 63 and Series 65 licenses and one year of industry experience. She has previously worked at Woodbury Financial Services Inc and Century Financial. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a broad network of affiliated advisers and multiple advisory platforms. The firm employs a range of asset-allocation tools and offers both discretionary and non-discretionary portfolio management incorporating various investment types.

John Barrios is a CFP® professional with 43 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Woodbury Financial Services Inc. from 2020 to 2024 and First Heartland Capital, Inc. from 2001 to 2020. Outside of his advisory work, he serves as a board member for the nonprofit Leadership Collierville and owns Barrios Financial Services, a life insurance sole proprietorship. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and advisory services through a large network of affiliated advisers, utilizing various advisory platforms, asset-allocation tools, and third-party services to manage portfolios across multiple asset classes.

John Shamblin is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at OSAIC. He has prior experience with Shoemaker Financial and Securian Financial Services. Outside of his advisory role, he has been involved with Funtime Skateland for several years. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a broad network of financial advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Brian White is a financial advisor with OSAIC in Germantown, TN, holding a Series 63 designation and 23 years of industry experience. His prior work includes 18 years at Woodbury Financial Services and ongoing roles at Century Financial and Performance Marketing Group. Outside of advising, he is the author of a book titled *Single Women in Retirement* and owns several small businesses, including Century Financial Tax, which offers individual tax return services. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisers and advisory platforms, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation and portfolio management tools and supports both discretionary and non-discretionary accounts.

Wesley White is a financial advisor at Osaic Wealth Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience with Clayton, H.T. Hackney, and the United States Army. Wesley also has a background in education and serves as a 1099 wealth advisor for Century Financial LLC, where he is a featured advisor on the firm’s website. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides a range of investment advisory and brokerage services supported by integrated tools and third-party solutions to manage portfolios across multiple asset classes.