Sumter, SC Office

Donald Daniel is a financial advisor at Osaic with 17 years of industry experience. He has previously worked at LPL Financial and Wells Fargo Advisors. Daniel is also involved in authoring a book on family cash-flow and budgeting and serves as a NCAA baseball umpire. Osaic Wealth, Inc. serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm employs various asset-allocation tools and advisory platforms to construct diversified portfolios and offers integrated brokerage and financial planning services.

James Chandler Jr. is a financial advisor at Osaic with 14 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, Edward Jones, Bank of America, and Merrill. He has served as a pastor at Bethany Baptist Church since 2010. 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 advisers. The firm provides integrated brokerage and advisory services, utilizing proprietary asset-allocation tools and third-party platforms to construct portfolios that include a range of investment types.

Kelly Foy is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC Wealth, Inc., Kelly worked at Daniel Wealth Management and held various roles outside the financial industry, including positions at Vail Resorts and Chocolate Moose. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to create diversified portfolios across a range of investment vehicles.