Huntersville, NC Reese Boulevard, West Office

Donald Johnson Jr. is a financial advisor with OSAIC in Huntersville, NC, holding Series 63 and Series 65 credentials and 35 years of industry experience. He worked at FSC Securities Corporation for 29 years before joining OSAIC in 2023. Outside of his advisory role, he operates as an insurance agent marketing annuities. OSAIC serves a broad client base including retail and institutional investors through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to various investment platforms and third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

Scott Shepherd is a financial advisor with Osaic Wealth, Inc. based in Huntersville, NC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining Osaic in 2023, he worked for Fsc Securities Corporation for 31 years. Shepherd is also licensed as an insurance agent, selling fixed annuities and fixed life insurance products. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools and various investment products, along with third-party managed account solutions and retirement plan consulting.