Wendy Tesch is a financial advisor at OSAIC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Sagepoint Financial, Inc. and Investment Concepts during her career. In addition to her advisory role, she operates a sole proprietorship providing insurance services in life, accident, health, and fixed annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, leveraging various investment tools and third-party solutions to construct diversified portfolios across different asset classes.

Zach Strube is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial, Inc., Packerland Brokerage Services, and co-manages Balthazor & Strube Financial, where he assists clients with investment advisory accounts. Outside of his advisory role, he occasionally writes individual life insurance policies through Balthazor & Strube Financial & Insurance Services LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Theodore Balthazor is a financial advisor with OSAIC and holds a Series 63 designation. He has 29 years of industry experience, previously working at Sagepoint Financial, Inc. and Packerland Brokerage Services, Inc. He is also president and owner of Balthazor & Strube Financial & Insurance Services, an independent insurance agency specializing in life, health, long-term care, disability, and annuity products. 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 third-party money managers and managed-account solutions.

Cory Nickel is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and SagePoint Financial. Outside of his advisory role, Nickel is involved in wealth management through his LLC and provides fixed insurance solutions. OSAIC Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of integrated brokerage and advisory services supported by advanced asset-allocation tools and access to various third-party money managers.