Aaron Hesselink is a financial professional with eight years of industry experience, currently affiliated with OSAIC since 2023. He previously worked at The O.N. Equity Sales Company for five years and has been involved with Encore Financial Group for over 20 years. Outside of finance, he owns and operates Halbrand Knifeworks, a business specializing in handcrafting medieval metal and leather accessories. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to offer tailored portfolio management across various asset classes.

Tiffany Mayo is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 24 years of industry experience. She has worked at Royal Alliance Associates, INC. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Mayo also manages her own DBA, Mayo Money Management, primarily used for marketing purposes. 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 through a broad network of affiliated advisers, utilizing firm-provided tools for asset allocation, risk assessment, and portfolio management across multiple investment types.

Dalton Heffel is a CFP® with three years of industry experience, currently serving as an advisor at OSAIC since 2022. Prior to joining OSAIC, he worked for the University of Wisconsin Whitewater for twelve years. He also operates Granite Bridge Wealth Management as his investment advisory business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a variety of advisory platforms and asset-allocation tools to provide integrated brokerage and investment advisory services.

Sandra Mesteller is a financial advisor at OSAIC with two years of industry experience. She holds a Series 66 designation and previously worked for Homans & Associates, Wealth Management, LLC for nine years, where she also served as an Operations Manager. Additionally, she assists with tax preparation through a sole proprietorship. OSAIC serves a broad range of retail and institutional clients, 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 and supports both discretionary and non-discretionary account management.

Richard Westerberg is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at American Portfolios Financial Services, Inc. and Northeast Asset Management Inc. He occasionally recommends life insurance and fixed annuity products and serves as president of Westerberg Wealth Management, Inc. OSAIC serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of brokerage and investment advisory services with an emphasis on integrated platforms, asset-allocation tools, and access to third-party money managers.

Sheldon Slagel is a financial advisor with OSAIC based in Honolulu, HI, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. He previously worked at Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and MSI Financial Services. In addition to his role at OSAIC, he is involved with Summit Financial Advisors, a Hawaii-based team providing comprehensive financial planning services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charities through a large network of advisers. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios using firm-provided asset-allocation tools and third-party money managers.

Andrea Watkins is a Series 66-licensed financial advisor at OSAIC with one year of industry experience. Her prior work includes roles at Weber Wealth Advisors and Casey Corum, as well as a six-year period at Beautycounter. OSAIC serves retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analyses to construct diversified portfolios and supports multiple advisory platforms and transitions.

Jeffrey Janes is a financial advisor with Osaic who holds a Series 66 designation and has 21 years of industry experience. Prior to joining Osaic in 2025, he spent 20 years with Lincoln Financial Advisors. He also acts as an insurance agent offering disability, long-term care, traditional life insurance, fixed annuities, and indexed annuities. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs, utilizing asset-allocation tools and automated rebalancing strategies.

Krista Iverson is a financial advisor at OSAIC with 24 years of industry experience. She holds a Series 66 designation and has worked since 2008 at Woodbury Financial Services, Inc. before joining OSAIC in 2024. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to multiple third-party money managers and wrap programs. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various investment types, managing accounts on either a discretionary or non-discretionary basis.

Connor Kellermyer is a financial advisor at Osaic with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Pacer Financial, Inc., The Leaders Group Inc, and Wealthvest. Outside of his advisory role, he serves as president of the Big Sky Alumni Association, a nonprofit supporting Montana State University alumni and students through events and mentoring. 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 provides integrated brokerage and investment advisory services through a wide network of affiliated advisers and utilizes various portfolio construction tools and third-party programs to manage client investments.

Stephen Alexander is a financial advisor with OSAIC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Sagepoint Financial, Inc. for five years and NEXT Financial Group for nine years. Outside of his advisory role, he owns a sole proprietorship offering insurance products and services. 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 advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios on discretionary or non-discretionary bases.

Chad Allen is a financial advisor at Osaic Wealth, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at several firms including Novem Group and American Portfolios Financial Services. Outside of advisory roles, he serves as co-power of attorney in fiduciary capacities. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

William Callender is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 26 years. Outside of his advisory work, he serves as a minority general partner in a retail service business, Channel Island Self Storage, contributing to business decisions. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services. The firm employs various asset-allocation tools and third-party platforms to construct portfolios that include a wide range of investment options.

Michael Coffman is a financial advisor with OSAIC in Greenwood, Indiana, holding the CFP® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including 14 years at SagePoint Financial, Inc. and ongoing involvement with AIG American General Life Insurance Company. Outside of advisory work, he owns and operates an independent insurance sales sole proprietorship. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms, utilizing advanced asset-allocation tools and access to third-party money managers.

Jason Pruden is a CFP® and ChFC® with 20 years of industry experience. He is currently with OSAIC and previously worked at Royal Alliance Associates, Inc. and John Hancock Financial Network. He also serves as an advanced planning consultant for Capitol Financial Solutions and acts as an agent under a power of attorney for a family member. OSAIC serves a diverse client base including individual and institutional investors, offering a range of brokerage, investment advisory, and financial planning services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools and automated rebalancing to construct portfolios that may include various asset classes and supports both discretionary and non-discretionary account management.

Ryan Hitchcock is a financial advisor at Osaic with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Sagepoint Financial, Mass Mutual Investors Services, Massmutual Life Insurance, and Metlife Securities. Hitchcock is also a shareholder in High Point Capital Group, Inc. and works as an independent insurance agent for fixed products through Crump Insurance Services. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios that include a range of investment types managed on discretionary or non-discretionary bases.

William Sullivan is a financial advisor with Osaic Wealth, Inc. in Green Bay, WI. He holds a Series 66 designation and has two years of industry experience. His prior work includes positions at Stifel and various roles outside the financial industry. He also serves as a Wisconsin Public Notary Agent. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing a range of tools and third-party solutions to construct diversified portfolios tailored to client needs.

Benjamin Glover is a financial advisor at Osaic Wealth, Inc. with 19 years of industry experience. He previously worked at FSC Securities Corporation for 14 years before joining Osaic in 2023. Glover is the owner and operator of Carolina Wealth Stewardship Group, a comprehensive wealth management and financial planning firm based in Raleigh, NC. Osaic Wealth, Inc. 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 offers integrated brokerage and advisory services, utilizing various portfolio construction tools and third-party management solutions.

Trevor Tillema is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2020 to 2024. Outside of his advisory role, he has been involved with Tualatin Youth Baseball for ten years. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment types.

Roland Martin is a CFP® professional with 34 years of experience in the financial services industry. He has worked with OSAIC since 2024 and previously spent a decade at Securities America Advisors. Outside of his advisory role, he serves as a deacon at Riverbend Church and is a board member of the Charted Way Foundation, contributing financial planning expertise to the nonprofit. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services with a variety of investment platforms and portfolio management options.