Roanoke, VA Penn Forest Boulevard Office

William Hickam is an investment advisor representative with OSAIC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has held positions at Royal Alliance Associates, Signator Investors, Equity Services, and National Life. Hickam also operates Valley Financial Solutions, an LLC through which he conducts and markets his business, and maintains a sole proprietorship offering fixed life and health insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with an emphasis on asset-allocation tools, risk assessment, and access to third-party money managers across a range of investment products.

Patrick Guzi is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, John Hancock, and Wells Fargo. His background also includes roles outside of finance such as at Jimmy V's Restaurant and Roanoke Country Club. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and supports both discretionary and non-discretionary portfolio management, incorporating a wide range of investment options and third-party solutions.

Robert Cox is a financial advisor at Osaic Wealth, Inc. based in Roanoke, VA, holding Series 63 and Series 65 credentials with 30 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Sii, and Royal Alliance Associates. Outside of advising, he owns the Ponderosa Hunt Club, collecting fees for the annual lease. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of advisors and multiple platforms. The firm integrates brokerage and advisory services, utilizing asset-allocation tools and third-party managers to create diversified portfolios.

William Terry II is a financial advisor with OSAIC based in Roanoke, VA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He worked at Signator Investors, Inc. for 24 years before joining OSAIC in 2018. Outside of his advisory role, he serves on the Board of Trustees for North Cross School, contributing to decisions on the school’s expansion and management. OSAIC Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors. The firm employs a range of portfolio construction tools and offers integrated brokerage and advisory services, including access to third-party money managers and unified managed accounts.

Stephen Stilwell is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. His prior roles include positions at John Hancock and Signator Investors, Inc., each from 2006 to 2018, and a long tenure at National Life Insurance Company since 1980. He operates an investment advisory business under the name Valley Financial Solutions, Inc., and is also licensed as an insurance broker. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, using firm-supported tools and third-party platforms to construct and manage portfolios that may include a range of asset types and investment structures.

Stephen Hilbish is an advisor at Osaic with Series 63 and Series 66 credentials. He has extensive industry experience dating back to 1998, including 27 years with Shenandoah Life Insurance Company/Prosperity Service Group prior to joining Osaic in 2025. Hilbish is also an Investment Advisor Representative at Valley Financial Solutions. Osaic Wealth, Inc. serves a diverse client base that includes individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools, risk assessments, and multiple investment platforms to manage discretionary and non-discretionary portfolios.

Jeffrey Beamer is an investment advisor representative at OSAIC with 18 years of industry experience. He has worked previously at Royal Alliance Associates, Jhfn Sii, and Woodbury Financial Services. Outside of his advisory role, he serves as a high school and college sports official and is a church board member. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios, with management options tailored to client preferences.