Stacy Winsand is a Series 66-credentialed financial advisor at OSAIC with six years of industry experience. She has been with OSAIC since 2019 and also serves in the Altoona School District, where she has worked since 2002. Outside of her advisory role, Winsand is involved as an officer in community organizations such as Home 4 Healing and the Fall Creek Gridiron Club, and she is a partner in a tax preparation business in Eau Claire, Wisconsin. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisors and offers 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 various managed account solutions.

Dale Robl is a Series 66 licensed financial advisor with 19 years of industry experience, currently affiliated with OSAIC since 2010. Prior to joining OSAIC, he worked at Investment Centers of America, Inc. from 2007 to 2010. He is involved with Legacy Wealth Management, where he assists clients with investments, retirement planning, insurance, and estate planning strategies, and is a partner in a tax preparation business, Action Tax Service, located in Eau Claire, WI. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a substantial network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and various portfolio management options including discretionary and non-discretionary accounts.