Joshua Michael Sloan

Jamie Ogolin is a financial advisor at OSAIC with 11 years of industry experience and holds the Series 66 credential. Prior to joining OSAIC, Ogolin worked at Securities America Advisors and Investment Centers of America. Outside of advisory work, Ogolin serves on the boards of trustees for Miles Community College and the Custer County Educational Foundation. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to various managed account platforms, employing asset-allocation tools and risk assessment to build diversified portfolios.

Jeffrey Brabant is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has been affiliated with OSAIC and its related entities since 2023. Outside of his advisory work, he serves as an assistant baseball coach at Miles Community College. OSAIC serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing firm-provided asset allocation tools and third-party platforms to construct and manage portfolios across various asset classes.

Karissa Nissen is a financial advisor with OSAIC who holds a Series 66 designation and has five years of industry experience. Her work history includes roles at Securities America Advisors, Avantax Advisory Services, Professional Financial Services LLC, and Stockman Bank of Montana. Outside of financial advising, she is a partner in an animal hospitality business providing pet care services and owns a concessions business serving youth sporting events. OSAIC serves a diverse client base, including retail and institutional investors, and offers integrated brokerage and advisory services with various investment platforms and third-party solutions. The firm utilizes asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes, managing accounts on discretionary or non-discretionary bases.

Quade Jessen is a financial advisor at Edward Jones in Miles City, MT, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Two Rivers Ford and Mac's Frontierland. Outside of advisory work, he is involved in managing inventory for Mac's Frontier Sales and owns Storage Connection LLC, a storage business in Brockway, MT. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment products supported by a large national network of financial advisors and branch offices.

Curtis Almy is a CFP® professional with 38 years of experience in the financial services industry. He currently works at OSAIC and previously spent nine years at Securities America Advisors. Almy serves as a volunteer court-appointed special advocate, is a board member of a Montana nonprofit, and holds positions related to family ranch management and a manufacturing LLC he founded. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm uses asset-allocation tools, risk assessments, and third-party managed account solutions to construct diversified portfolios tailored to client needs.

Kasey Krueger is a financial advisor at Edward Jones with eight years of industry experience. She has worked at Edward Jones since 2017 and previously spent five years at Stockman Bank of Montana. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors and 15,121 branch offices nationwide.