Statesville, NC Office

David Payne is a financial advisor at Osaic Wealth, Inc. with 41 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including LPL Financial, Woodbury Financial Services, and Securities America Advisors. Payne also operates a non-variable insurance business alongside his advisory role. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through various programs. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supported by multiple custodial and platform arrangements.

Zachary Payne is a financial advisor with Osaic Wealth, INC, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior roles include positions at LPL Financial, Woodbury Financial Services, and ownership of Payne Financial Consultants, where he also operates an insurance agency selling fixed annuities. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

David Helgeson is a financial advisor at OSAIC with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has prior experience at Valic Financial Advisors, Agia, and Gunnallen Financial. In addition to his advisory role, Helgeson is an agent offering non-securities insurance products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process featuring asset allocation and portfolio optimization tools, and offers a wide range of brokerage and advisory services through a multi-advisor platform.

Kaylynne Willis is a financial advisor at OSAIC with six years of industry experience and a Series 66 designation. Her work history includes roles at Foster Financial Group, Hornor, Townsend & Kent, and Valic Financial Advisors. Outside of her advisory work, she serves on the board of a non-profit organization called Unique World Gifts, participates as a board member for the Summit Foundation, and applies equine therapy through her involvement with Equine Muscle Works. 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 retirement plan consulting. The firm’s investment approach uses model-based asset allocation and portfolio optimization tools, supporting a range of discretionary and third-party managed strategies.

Brent Bowman is a CFP® professional with 32 years of experience in the financial services industry. He is currently with Osaic and has previously worked with LPL Financial, Woodbury Financial Services, and Valic Financial Advisors. Bowman also holds a license as a non-variable insurance agent, selling fixed annuities. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by a multi-advisor platform and a complex affiliate network.