Timothy Vorel is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Woodbury Financial for 14 years. Outside of his advisory role, he owns Vorel Financial Group and serves as a poll worker for Effingham County elections as well as a volleyball referee for the Georgia High School Association. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs firm-provided asset-allocation tools and supports various investment strategies including discretionary and non-discretionary portfolio management with access to third-party money managers.

Daniel Finkel is a financial advisor at OSAIC Wealth, Inc. with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked with firms including Royal Alliance and Excel/Colibri. Outside of advisory work, he instructs life insurance exam courses and serves on the board of the Fort Meigs Historic Site and the Old West End Festival Committee. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm offers integrated brokerage and advisory services and uses asset-allocation tools and risk assessments to construct diversified portfolios across multiple asset classes.

Daniel Duren is a financial advisor with Osaic and holds the ChFC® designation and Series 63 license. He has 41 years of industry experience, including nine years at SagePoint Financial prior to joining Osaic. He serves as president of the NAIFA Nebraska Foundation and holds board positions with Wyuka Funeral Home & Cemetery and the Wyuka Historical Foundation. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that include a variety of investment products and provides access to third-party money managers and model portfolios.

Eric Pelnar is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and 65 licenses, with 27 years of industry experience. He has previously worked at Woodbury Financial Services Inc and Sii Investments. Outside of advisory work, he serves as a board member of the Estate Planning Council of Northeast Wisconsin, where he assists with continuing education and event organization. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs a variety of asset-allocation tools and supports multiple advisory platforms and legacy programs.

Shavona Floyd is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Securities Corporation and First Command Financial Planning. Floyd is also an author and operates businesses offering consulting services and tax preparation, as well as providing insurance products. OSAIC serves a diverse range of retail and institutional clients through an extensive network of advisers, offering integrated brokerage and advisory services alongside access to multiple investment platforms and third-party money managers.

Charles Demaree is a financial advisor at OSAIC with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory role, he owns and operates Demaree Financial Group, providing insurance services, and serves as president of Ripley Publishing, a family-owned newspaper company. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers brokerage and advisory services, financial planning, managed accounts, and access to third-party money managers, utilizing asset-allocation tools and a variety of investment products to tailor portfolios according to client risk tolerance and preferences.

Robert Hamlin Jr. is a CFP® professional with 27 years of industry experience, currently affiliated with OSAIC since 2023. He previously worked at Lincoln Financial Advisors Corp. for 16 years and SagePoint Financial, Inc. Additionally, he is involved with IronBridge Wealth Counsel, LLC, where he offers fixed insurance products as part of financial planning. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, through a large network of advisers and multiple advisory platforms. The firm integrates brokerage and investment advisory services with tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Dustin Formanack is a financial advisor with OSAIC in Omaha, NE, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Securities America Advisors and Mutual of Omaha Investor Services. Outside of his advisory role, he manages insurance and health products through a separate business venture. OSAIC serves a diverse clientele including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing advanced asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Paul Goldhirsch is a financial advisor with OSAIC, holding a Series 63 designation and over 40 years of industry experience. He previously worked at Signator Investors Inc. for 16 years before joining Royal Alliance Associates, INC. His other business activities include operating a sole proprietorship as an insurance broker. OSAIC serves a diverse range of retail and institutional clients through an extensive network of advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services that utilize firm-provided asset-allocation tools, risk assessments, and automated rebalancing.

Michael Domler is a financial advisor at OSAIC with 33 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Woodbury Financial Services for 23 years. Outside of his advisory role, he is a notary public. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a range of portfolio management options and utilizes various asset-allocation tools and third-party platforms.

Fernando Gonzalez is a financial advisor at OSAIC with 22 years of industry experience. He holds the Series 66 designation and has worked with firms including LPL Financial and Wealthcare Advisory Partners. Gonzalez serves as Vice President of a business networking group focused on marketing and referral development. OSAIC serves a diverse client base comprising retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and managed account solutions. The firm employs various asset-allocation tools and supports multiple advisory platforms, including third-party model portfolios and managed-account programs.

Mark Rich is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Heritage Financial Consultants. In addition to his advisory role, he manages client relationships through Mason-Dixon Planning Group, LLC, where he prepares client reviews and processes requests. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and nonprofit investors, offering a broad range of integrated brokerage and advisory services. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Kimberly Schiavo is a financial advisor at OSAIC with 40 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Investacorp, Inc. for 25 years, followed by Securities America Advisors, Inc. and Securities America, Inc. for four years before joining OSAIC in 2024. In addition to her advisory role, she is involved in life and health insurance sales, including Medicare insurance. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using various investment vehicles and third-party platforms.

Chad Anderson is a financial advisor with OSAIC based in Arden Hills, MN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 25 years. In addition to his advisory role, Anderson owns a sole proprietorship that involves raising cattle and growing crops. 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, utilizes various asset allocation and risk assessment tools, and offers access to multiple managed account platforms and third-party money managers.

Jacob Wood is a financial advisor with Osaic Wealth, Inc. based in Amarillo, TX, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Royal Alliance Associates, INC. since 2008 and is a partner in multiple business ventures including Wood Financial, which markets his securities practice, and a general partnership involved in operating a coffee shop. 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, financial planning, and access to various investment platforms. The firm uses firm-provided asset-allocation tools and third-party services to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Domonic Gustafson is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He previously worked at Securities America Advisors and Proequities Inc. Gustafson is also employed by Alliant/Senior Market Sales, where he serves as a Compliance Manager and is involved with Futurity First Insurance Group. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types on discretionary and non-discretionary bases.

Mary Sterk is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 29 years of industry experience. She worked at Woodbury Financial Services for 27 years prior to joining OSAIC in 2024. Outside of her advisory role, she is involved in motivational speaking and is an author of books she sells independently. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisors and offers integrated brokerage, advisory services, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple platforms and third-party solutions for portfolio management.

Charles Rucker Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at Woodbury Financial Services Inc. and SunTrust Advisory Services. Outside of his advisory role, he is involved in insurance planning and investment advisory services through his own LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple asset classes.

Timothy Gusek is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for American Portfolios Financial Services, Inc. for 15 years. He is involved in the sales and marketing of fixed annuities and non-variable insurance through a sole proprietorship and an LLC. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, using various tools and multiple platforms to provide customized portfolio management and financial planning solutions.

John Storm is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Transamerica Financial Advisors, and World Financial Group. In addition to his advisory work, he is the CEO of a health insurance business and a certified Covered California health agent. OSAIC Wealth, Inc. serves a broad range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and third-party platforms to construct diversified portfolios across various asset classes.