Statesville, NC Office

David Payne is a financial advisor at OSAIC Wealth, Inc. with 41 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at LPL Financial, LLC and Woodbury Financial Services. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm integrates brokerage and advisory services, employing various asset allocation tools and third-party solutions to manage portfolios across a broad range of investment types.

Zachary Payne is a financial advisor at Osaic with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at LPL Financial and Woodbury Financial Services, and he has operated Payne Financial Consultants since 2009. In addition to advising, he owns an insurance agency focusing on fixed annuities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services including financial planning, retirement consulting, and access to third-party money managers. The firm employs technology-driven portfolio construction and supports various advisory platforms and legacy programs.

Brent Bowman is a financial advisor at OSAIC with 32 years of industry experience. He holds the CFP® designation alongside Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, he worked five years at LPL Financial and ten years at Woodbury Financial Services. Bowman also sells fixed annuities as part of his other business activities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include various asset classes, with options for discretionary or non-discretionary management.