Nashville, TN Poston Ave. Office

Hubert Wootten III is a CFP®-certified financial advisor with 44 years of industry experience, currently with OSAIC since 2018. He previously spent 16 years at Signator Investors, Inc. Outside of his advisory work, he is President Elect of The Exchange Club of Donelson-Hermitage, a national civic organization. He is also involved in horse ownership and boarding through a sole proprietorship. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with a model-based investment process and supports both discretionary and advisor-managed strategies across multiple platforms.

Joseph Jackson is a CFP® with 47 years of industry experience, currently serving at OSAIC since 2023. His prior roles include positions at LPL Financial, Independent Financial Partners, VSR Financial Services, and Grove Point Investments. He also operates a sole proprietorship, Jackson and Associates, focused on sales and marketing of securities, investment advisory, and insurance products. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process with portfolio optimization, discretionary strategies, and third-party manager options, notable for its scale and complex affiliate network.

Clyde Mcfadden is a financial advisor at Osaic Wealth with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Osaic since 2018, following 14 years at John Hancock. Mcfadden also provides fixed insurance products to clients. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm utilizes model-based asset allocation and portfolio optimization tools and supports a wide range of client types, from individual investors to corporate clients.

Jennifer Freeman is a financial advisor at Osaic with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Outside her role at Osaic, she is the owner of Freeman Wealth Management LLC and affiliated with Innovative Financial Group LLC, also offering fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm provides both brokerage and advisory services using a model-based investment process that incorporates asset allocation, portfolio optimization, and a range of third-party and proprietary strategies.

Brenton Harrison is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Signator Investors Inc and GP Agency. Outside of his advisory role, he serves as a community member on Vanderbilt University's Institutional Review Board and contributes as a writer for the Investopedia Advisor Council. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by various investment strategies and third-party manager programs.