Madison, MS Madison Ave Office

Lea Garrott Jr. is a CFP®-certified financial advisor affiliated with OSAIC, with eight years of industry experience. He previously worked at Wealthview Capital and Securities America Advisors. Outside of his advisory duties, he volunteers at Pinelake Church, supporting music and stage production, community outreach, and childcare activities. OSAIC serves a diverse client base including individual and institutional investors, offering a range of services such as financial planning, retirement consulting, and advisor-managed portfolios. The firm employs a variety of investment strategies supported by advanced tools and provides access to multiple third-party managers and platforms.

Richard Cooper III is a CFP® with nine years of industry experience, currently affiliated with OSAIC. His prior experience includes roles at Securities America Advisors, Ameriprise Financial Services, and Merrill. Outside of advising, he owns and operates Niai Publishing, LLC, through which he publishes fiction and low-content books such as journals and planners. OSAIC serves a diverse client base including individual investors, high-net-worth individuals, institutions, and charitable organizations. The firm provides integrated brokerage and advisory services, employing a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.