Morgan Stanley Smith Barney

Securities America Inc, now operating as Osaic Securities, offers a range of securities and investment advisory services through its various affiliated firms, including Osaic Wealth Inc, Osaic Institutions Inc, and Triad Advisors LLC. These entities are registered broker-dealers and investment advisers, members of FINRA and SIPC, ensuring a level of regulatory compliance and oversight. The firm provides clients with access to a variety of financial professionals and services, while also emphasizing the importance of understanding the professional history of its advisors through resources like FINRA's BrokerCheck. Osaic Wealth Inc and its affiliates are committed to delivering independent financial solutions tailored to meet the diverse needs of their clientele. Generated from the website

Securities America, now operating under the name Osaic Securities, offers a range of securities and investment advisory services through its affiliated firms, including Osaic Wealth Inc., Osaic Institutions Inc., and Triad Advisors LLC. These entities are registered broker-dealers and investment advisers, all members of FINRA and SIPC, ensuring compliance and protection for clients in their financial endeavors. The firm provides a variety of financial products and services, with advisory programs sponsored by VISION 2020 Wealth Management Corp. While the information provided is intended as a courtesy, clients are advised that linking to external websites means leaving the Osaic Securities site, and the firm does not guarantee the accuracy of information found on those sites. Generated from the website

SPC Financial Inc. has been one of the leading multidisciplinary financial-planning companies in the United States. Based in Rockville, Md., the company provides several financial products and services, including asset preservation, asset transfer, business planning and investment management advisory services to its clients. Additionally, it renders special financial and estate planning, portfolio management, risk management and succession planning solutions. For more than 40 years, SPC Financial Inc. caters to the business owners, foundations, attorneys, professionals, executives, entrepreneurs, parents, grandparents, domestic partners and widows.