West End, NC Office

Kevin Gustafson is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Gustafson is involved in his local community through a homeowners association board position overseeing lake and dam maintenance. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services along with access to managed portfolios and third-party investment solutions. The firm employs systematic asset-allocation tools and supports both discretionary and non-discretionary management to tailor portfolios across a range of investment types.

Trevor Patterson is a financial advisor at Osaic with one year of industry experience. He holds a Series 66 designation and is based in West End, NC. Outside of his advisory role, he is the owner and CEO of Rise Payments, a company that sells credit card terminals to business owners. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services along with access to third-party money managers and various managed-account solutions.