Henrico, VA Westerre Pkwy Office

George Paul III is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc., and Next Financial Group Inc. In addition to his advisory work, he sells life insurance through Pinnacle First Financial Group. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various investment tools and third-party solutions to construct portfolios across a broad range of asset classes.

Jacob Wells is a financial advisor with Osaic who holds a Series 66 designation and has one year of industry experience. His background includes roles at Bankers Life and Northwestern Mutual. He is also involved in consulting clients on Medicare needs through a partnership role as an insurance agent. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing in portfolio construction and supports a range of investment strategies across multiple platforms.

Matthew Whitaker is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Securities America Advisors and Next Financial Group Inc. Outside of advisory work, he occasionally assists clients with life insurance needs and works part-time as a delivery driver for DoorDash. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on discretionary or non-discretionary bases.

Bruce Griggs is a financial advisor at OSAIC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and Next Financial Group, Inc. In addition to his advisory role, he is involved with Pinnacle First Financial Group, LLC, where he sells life insurance. OSAIC serves a diverse range of clients including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios tailored to client needs.

Dean Sadak is a financial advisor with OSAIC who holds Series 63, 65, and 66 licenses and has 43 years of industry experience. He previously worked at Securities America Advisors, Securities America Inc., and NEXT Financial Group, Inc. Outside of his advisory role, he volunteers as an assistant coach for youth basketball leagues. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and manages portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments on both discretionary and non-discretionary bases.

Paul Jorgensen is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Securities America Advisors, Securities America Inc., and NEXT Financial Group Inc. since 2002. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across a broad investment spectrum.

Aran Massengill is a financial advisor at Osaic with one year of industry experience and a Series 66 designation. Prior to joining Osaic, he worked briefly with Hermitage Wealth Management and has held various roles including client services specialist. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, retirement plan consulting, unified managed accounts, and access to multiple third-party money managers, employing a range of portfolio construction tools and investment options.

Ryan Klimek is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and Next Financial Group Inc. Klimek is also involved in insurance sales and services for fixed insurance products, including life, health, disability, long-term care, and annuities. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.