Pablo Molina is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Securities America Advisors, Centaurus Financial, and Reese Yeatman. Molina is also a partner at Reese Yeatman Financial, LLC. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and corporations through a large network of affiliated advisors. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and managed portfolios that include a range of investment types and provide clients with flexible account management options.

Patrick Thielen is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Signator Investors, and has been involved with Thielen Financial Services and Financial Decisions Group for over two decades. Outside of his advisory work, he serves as a board member of the Fortunaire Foundation and is the drummer for the Race Bannon Band. OSAIC 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, financial planning, and access to multiple investment platforms utilizing asset-allocation tools and third-party managers.

Christopher Jones is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He previously worked at Royal Alliance Associates, Inc. for eight years and Sii for five years. In addition to his advisory role, he is involved in the sales and marketing of fixed annuities and non-variable insurance through his sole proprietorship, Strategic Wealth & Legacy Advisors. OSAIC serves a broad range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and risk-assessment frameworks to build diversified portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Hannah Stanek Chu is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. She previously worked at Lincoln Financial Advisors for five years before joining OSAIC in 2025. Outside of her advisory role, she performs as a live musician and singer at various venues. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated financial advisers and multiple advisory platforms.

Stephen Gilley is a financial advisor at OSAIC with 10 years of industry experience. He held a role at Lincoln Financial Advisors Corporation for 10 years before joining OSAIC in 2025. He holds a Series 66 designation. In addition to his advisory work, he acts as an insurance agent offering accident/health, disability, annuities, long-term care, and life insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage, advisory, and financial planning services utilizing asset-allocation tools, risk assessments, and access to third-party managers.

Marciana Elliott is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She has worked at Royal Alliance Associates since 2015 and at Guardian Life Insurance Company since 2010. OSAIC serves a diverse range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios across various investment types.

Matthew Whitaker is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Securities America Advisors and Next Financial Group Inc. Outside of advisory work, he occasionally assists clients with life insurance needs and works part-time as a delivery driver for DoorDash. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on discretionary or non-discretionary bases.

Albert Russo is a financial advisor at OSAIC with 36 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network, Inc. In addition to his advisory role, Russo is a 50% owner and partner at Schaible, Russo & Co., LLP, a CPA firm providing tax planning, forensic accounting, and management consulting services. He also serves on the finance committee for Crossroads4Hope, a nonprofit organization, and is a board member of the Lamington Falls Homeowners Association. OSAIC serves a diverse range of clients including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of affiliated financial advisers. The firm utilizes various asset-allocation tools and offers integrated brokerage and advisory services, managed portfolios, and access to third-party money managers and wrap programs.

Ron Dale is a CFP® with 34 years of experience in the financial industry. He is currently affiliated with OSAIC and has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. Beyond advising, he manages Dale Orchards, LLC, a family walnut farm, and serves as a board member for the Garden Highway Mutual Water Company, a local irrigation water district. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports multiple advisory platforms and legacy accounts.

Jennifer Lindsay is a financial advisor with OSAIC, holding a Series 63 designation and 15 years of industry experience. She previously worked at Next Financial Group, Inc. for nine years and has operated her own financial services business since 2010. Lindsay is also a silent partner in a Pickleball facility investment through JBL Legacy Holdings LLC. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through an extensive network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and employs firm-provided tools to construct portfolios tailored to client risk tolerances and preferences.

Eric Dubroc is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 37 years of industry experience. His career includes roles at Securities America Advisors and BEAM Asset Management. He also owns a business selling life insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, corporations, and charitable organizations, through a wide network of advisers and multiple advisory platforms. The firm employs asset-allocation tools and offers integrated brokerage, investment advisory services, and access to third-party money managers.

Melissa Minter is a financial advisor at OSAIC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Sagepoint Financial, Inc. and INVEST Financial Corp. In addition to her advisory role, she operates a sole proprietorship as an insurance agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a range of portfolio options, supporting both discretionary and non-discretionary management.

Collin Minor is a financial advisor at OSAIC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Legacy Investment Services. In addition to his advisory role, Minor serves as director of business development for Advisor Controls, focusing on client relationship growth and retention. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated financial advisers and offers brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, including legacy platform programs and multiple third-party solutions.

Michael Vogt is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with firms including Securities America Advisors and Gather Boutique. Outside of his advisory work, Vogt and his wife are licensed foster parents providing care for children through Cedars. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and retirement consulting. The firm utilizes asset-allocation tools, automated rebalancing, and access to third-party managers to construct diversified portfolios across various asset classes.

Lily Phommalee is a financial advisor at Osaic with two years of industry experience. She holds the Series 66 designation and previously worked at Savage and Associates, where she also serves as an insurance agent. Phommalee is the vice president of BNI Northwest Ohio, overseeing the membership committee. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Adam Keisler is a financial advisor at OSAIC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at FSC Securities Corp and Morningstar Marina. Outside of his advisory role, Keisler serves as chairperson of the endowment committee at First United Methodist Church in Hickory, NC. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors, offering integrated brokerage and advisory services with access to multiple platforms and third-party money managers. The firm employs asset allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes on both discretionary and non-discretionary bases.

Warren McClellan is a financial advisor at Osaic Wealth with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pruco Securities, LLC for 11 years. McClellan also operates Warren S. McClellan P.C. and McClellan & Associates, CPAs, LLC, both established in 2000. Osaic Wealth serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party platforms to offer managed portfolios with a wide range of investment options.

Cesar Lopez is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of advising, he serves as president of NLA Insurance Services, a company selling life, medical, fixed annuities, long-term care, and disability insurance products, and is a partner in a financial advisor back-office platform and a business property management LLC. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, retirement consulting, and access to multiple managed account solutions. The firm employs various asset allocation tools and supports both discretionary and non-discretionary portfolio management across diverse investment products.

Nicholas Garry is a financial advisor with OSAIC based in Sioux Falls, SD. He holds the PFS™ designation and Series 63 license, with 21 years of industry experience. Prior to joining OSAIC in 2024, he worked at American Portfolios Financial Services for 14 years and has operated Garry Associates, LLP since 2005. He is also a business owner involved in exit planning for business owners through Garry Private Wealth Resources and holds a CPA credential. 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 advisory services utilizing asset allocation tools, risk tolerance assessments, and a variety of investment options, managing accounts on discretionary and non-discretionary bases.

Timothy Cawley is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Lincoln Financial Advisors from 2008 to 2025. Outside of advisory services, he offers fixed and indexed annuities and traditional life insurance products. OSAIC 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 managed account solutions. The firm employs asset-allocation tools and supports both discretionary and non-discretionary portfolio management.