Raleigh, NC 8601 Six Forks Road Office

Ernest Williams is a financial advisor at OSAIC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Securities Corporation and Cambridge Investment Research Advisors, Inc. In addition to his advisory role, he is involved in retirement income and estate planning services and has engagements related to insurance and human resources through affiliated businesses. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes various asset-allocation tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Gary Kindler is a financial advisor with OSAIC based in Raleigh, NC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He previously worked at Triad Advisors, Inc. for 24 years and has been affiliated with Coordinated Financial Planning and Capital Asset Management for over two decades. He is also involved in insurance sales, including life insurance and long-term care. OSAIC serves a diverse clientele, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services with a range of investment products and portfolio management options. The firm utilizes various asset-allocation tools and supports transitions and third-party money management solutions.