Morrisville, NC Office

Jacob Fiore is a financial advisor at Osaic based in Morrisville, NC, with six years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work history includes roles at RHI General Group, Wells Fargo Clearing Services LLC, and TFIA AmWINS Group, Inc. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, and is noted for its scale, affiliate network, and private-equity ownership.

Constance Mix is a financial advisor at OSAIC with Series 63 and Series 65 credentials and three years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Oklahoma Central Credit Union. OSAIC serves a diverse clientele, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services such as financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach relies on model-based asset allocation and portfolio optimization supported by various analytical tools and options for discretionary and third-party managed strategies.

Douglas Richmond is a financial advisor at OSAIC with 52 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 27 years with Lincoln Financial Advisors Corporation. Richmond is also engaged as an insurance agent offering accident, health, disability, and life insurance products. OSAIC is a large wealth management firm serving retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services. Its investment approach centers on model-based asset allocation, portfolio optimization, and a variety of managed account programs supported by risk analysis and rebalancing tools.

Brian Reynolds is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Osaic since 2025. He spent 25 years at Lincoln Financial Advisors Corp prior to joining Osaic. Reynolds is a board member of the Be The Rainbow Foundation in Apex, NC, which supports pediatric cancer families, and he also participates in his church’s finance committee. Osaic Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a diverse range of investment programs, retirement plan consulting, and alternative investments.

Randall King is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corp for 24 years and is a partner at Stout Stuart McGowen & King LLP, a CPA firm where he has offered services since 1981. He also holds an insurance agent role, providing disability insurance, fixed/indexed annuities, long-term care insurance, and traditional life insurance. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with options for discretionary and advisor-managed strategies.

Thomas Mcgowen Jr. is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 18 years. Mcgowen is also a partner at a CPA firm, Stout Stuart Mcgowen & King LLP, where he provides tax preparation and consulting services. He serves as a volunteer board member and endowment committee chair for the Old North State Council Boy Scouts of America. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a broad range of advisory and brokerage services with an investment approach centered on model-based asset allocation, portfolio optimization, and discretionary or third-party managed strategies.