Nada Hieb is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at New York Life Insurance Co. and NYlife Securities LLC. Outside of her advisory work, she volunteers with Furry Friends Rockin' Rescue, a nonprofit animal rescue in Bismarck. OSAIC serves a diverse client base including individual and institutional investors, offering brokerage and advisory services through a large network of affiliated advisers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a range of asset types.

Randy Chin is a financial advisor with Osaic Wealth, Inc. based in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses with 25 years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors Corporation for 25 years. Outside of his advisory role, he serves as a referee and coach for youth hockey with the McMillan Parks Department in Fort Wayne. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, and institutions, providing integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs a variety of asset-allocation tools and offers access to multiple investment platforms and third-party managed-account solutions.

Kevin Berenzweig is a financial advisor with OSAIC in San Diego, CA, holding Series 63 and Series 65 licenses and with 20 years of industry experience. His prior work includes roles at Woodbury Financial Services, Arbor Point Advisors, Securities America, and RSG Partners Financial & Insurance Services, where he currently serves as Managing Partner. He is also President of BSB Financial Services, a retirement planning sole proprietorship. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm utilizes proprietary asset-allocation tools, risk-assessment methods, and automated rebalancing to manage portfolios across a range of asset classes and supports both discretionary and non-discretionary account management.

Joseph Robbins is a financial advisor with OSAIC based in Raleigh, NC, holding CFP® and Series 66 credentials and bringing nine years of industry experience. Prior to joining OSAIC, he worked at FSC Securities Corporation and Wells Fargo in various advisory roles. Robbins serves on the finance committee of North Raleigh Presbyterian Church and has been involved in client relationship management roles outside his advisory work. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Jonathan Kriner is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Triad Advisors, Inc. for 20 years. Outside of advising, he serves as finance director for Christ’s Church of Camden and is president of an insurance agency specializing in property, casualty, and health insurance. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a broad network of affiliated advisers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across multiple asset classes, supporting both discretionary and non-discretionary accounts.

James Barton is a financial advisor at OSAIC with 37 years of industry experience. He has previously worked at FSC Securities Corp and has operated his own firm, Jim Barton & Associates, since 1986. Barton serves as president of the Sugar Loaf Foundation, which manages the beautification and safety of a local park in Granville, Ohio. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and risk-tolerance assessments to build portfolios across multiple asset classes, with options for discretionary or non-discretionary management.

Peter Chipouras is a financial advisor with OSAIC in Leesburg, VA, holding CFP®, Series 63, and Series 65 designations and bringing 32 years of industry experience. He has worked with OSAIC since 1996 and The Washington Insurance Group since 2005. Outside of his advisory role, he also provides life and disability insurance services for existing policies. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a wide network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios tailored to client preferences.

Janine Stubbs is a CFP® and holds a Series 66 license with 27 years of industry experience. She has worked at Osaic Wealth Inc. since 2025 and previously held roles at Agia, Valic Financial Advisors, and Equitable Advisors. Outside of advisory work, she co-owns a vacation rental property and operates an insurance agency that provides annuity and insurance solutions. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services using asset-allocation tools, risk-tolerance analysis, and automated rebalancing across portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Mark Carolin is a financial advisor with OSAIC in San Antonio, TX, holding a Series 63 designation and bringing 33 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Carolin is also the vice-president of Pinnacle Study Group Inc., an exclusive nonprofit educational group focused on financial planning discourse and idea exchange. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, retirement consulting, and access to third‑party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to build portfolios across various asset classes, supporting both discretionary and non-discretionary management options.

John Banuelos is a CFP® with 38 years of industry experience, currently advising at OSAIC since 2024. His prior experience includes roles at Securities America Advisors, Inc., KMS Financial Services, Inc., and over 25 years at H.D. Vest Advisory Services. He is also the owner of Financial Alliance, where he is an enrolled agent providing tax preparation services. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs advanced asset allocation tools and supports a variety of portfolio management options that include traditional and alternative investments.

Corey Brodsky is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 designations and 21 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Northern Lights Distributors, W.E. Donoghue & Co., and Massmutual. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios comprising various investment vehicles on both discretionary and non-discretionary bases.

Tyler Wong is a CFP® with seven years of industry experience, currently affiliated with Osaic Wealth, Inc. He has previously worked at JPMorgan Securities LLC and Securities America Advisors. In addition to his advisory role, he operates a financial planning and advising business and is a licensed insurance agent. 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, employing asset-allocation tools and third-party managed-account solutions across various investment types.

Antar Abderrahman is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and with the San Diego Padres. He also conducts non-variable insurance and annuity sales as an additional business activity. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and corporations through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party resources to construct portfolios across various investment types.

Dennis Chorney is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at OSAIC since 2025 and previously spent 17 years at Lincoln Financial Securities. He has also operated his own firm, Dennis J. Chorney & Co., since 1990. In addition to his advisory work, he is an agent for Kensington Insurance Agency, offering various insurance and fixed annuity products. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services across multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a variety of investment types, and supports discretionary and non-discretionary account management with access to third-party money managers and wrap programs.

Teresa Schlinger is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. prior to joining OSAIC. OSAIC serves a diverse range of retail and institutional clients through a broad network of affiliated advisors, offering brokerage, advisory, financial planning, and retirement consulting services. The firm employs various asset-allocation tools and multiple advisory platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Bertrand Sejour is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at Securities America Advisors and Vanderbilt Securities, LLC. Outside of his advisory work, he provides tax preparation and resolution services through his accounting activities. OSAIC serves a diverse client base ranging from individual investors to charitable organizations, offering a range of investment advisory and brokerage services. The firm employs various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes and account structures.

Jayaprakash Patel is a financial advisor at Osaic Wealth, Inc. in Knoxville, Tennessee, with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors and SSN Advisory, Inc. Outside of his advisory role, Patel owns a CPA practice providing tax preparation, bookkeeping, and payroll services, and is involved as a partner in several hotel ventures. 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 offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios managed on discretionary or non-discretionary bases.

Donna Parker is a CFP® with 39 years of industry experience and is currently affiliated with OSAIC Wealth, Inc. She has held positions at Royal Alliance Associates, INC., Signator Investors, Inc., and Connecticut Mutual Life Insurance Company. OSAIC Wealth, Inc. 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, financial planning, retirement consulting, and access to third-party money managers through a large network of affiliated advisers and multiple advisory platforms.

James Keller is a financial advisor at Osaic with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Bank of America, and Merrill. Keller is the owner and president of Financial Educators Network of North Texas, a nonprofit focused on adult financial education and literacy. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and provides access to multiple advisory platforms and third-party money managers.

David Seibel is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at Securities America, Inc. and Next Financial Group, Inc. He is involved in advisory services as well as insurance sales and estate planning consultancy. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools and diversified investment options to manage portfolios on discretionary and non-discretionary bases.