Chad Anderson is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at OSAIC Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2001. Outside of his advisory role, he owns a sole proprietorship that raises cattle and grows crops in Minnesota. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, using model-based asset allocation and portfolio optimization tools.

Gloria Pozzini is a financial advisor with OSAIC who holds a Series 63 designation and has 40 years of industry experience. She has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 1995 and was with Financial Dimensions Group, Inc. from 2001 to 2024. Outside of her advisory roles, she sells life, disability, fixed annuity, and long-term care insurance and assesses clients' existing insurance coverage. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services and employs a model-based investment approach with an emphasis on asset allocation, portfolio optimization, and the use of discretionary and third-party manager strategies.

Ann Benson is a financial advisor at OSAIC Wealth Inc with 12 years of industry experience. She holds the Series 66 designation and has been with OSAIC since 2014. Benson also serves as a registered assistant at Financial Dimensions Group Inc. OSAIC Wealth serves a broad mix of retail and institutional clients with a multi-advisor platform offering brokerage and advisory services including financial planning, advisor-managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance tools and offers a range of discretionary and third-party manager strategies.

Michelle Letch is a financial advisor with OSAIC in Arden Hills, MN, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has worked with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2013 and previously spent four years at Valic Financial Advisors. Outside of her advisory role, she provides fixed insurance products to clients. OSAIC serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm employs a model-based investment approach with multiple program options, leveraging a large, complex affiliate network and private-equity ownership.

Christine Ansley is a financial advisor at OSAIC with six years of industry experience. She holds the Series 66 designation and has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2020, following eight years at Financial Dimensions Group Inc. Osaic Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients, offering a range of brokerage and advisory services supported by a multi-advisor platform and model-based investment strategies.

Jake Anderson is a CFP® with 10 years of experience in the financial services industry. He is currently with Osaic Wealth, Inc., where he has worked since 2020. Prior to that, he worked at Financial Dimensions Group, Inc. and Royal Alliance Associates, Inc. Anderson is also a licensed insurance agent, providing life, long-term care, and disability insurance to individuals and businesses. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and a range of managed account solutions.

Jody Mcdonough is a CFP® professional with 30 years of experience in the financial industry. She currently works at OSAIC and has previously held roles at Woodbury Financial Services, Thrivent Financial for Lutherans, and Wells Fargo. Outside of her advisory work, she serves as president of Women in Insurance and Finance and holds board positions with Irish Arts Minnesota and Boss Women United, organizations focused on community engagement and supporting women in the financial industry. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services across various programs. The firm employs a model-based investment process with portfolio optimization and provides access to discretionary strategies and third-party money managers.

Zachary Schlegel is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at OSAIC since 2026. He previously worked for Northwestern Mutual Wealth Management Company and related entities from 2017 through 2026. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization tools and offers a range of advisory and brokerage services through a large multi-advisor platform.

Awilda Diaz is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Royal Alliance Associates, Inc. and Financial Dimensions Group. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through various programs that emphasize model-based asset allocation and portfolio optimization.

Christopher Pankratz is a CFP® with 38 years of industry experience, currently affiliated with Osaic Wealth, Inc. since 1995 and previously with Financial Dimensions Group, Inc. from 2001 to 2024. He also owns a sole proprietorship providing life and long-term care insurance. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services that emphasize model-based asset allocation and portfolio optimization.

Gregg Anderson is a financial advisor with Osaic Wealth, Inc., holding CFP®, Series 63, and Series 65 credentials and bringing 48 years of industry experience. He has worked at Osaic Wealth since 1995 and previously spent 23 years with Financial Dimensions Group, Inc. Outside of advisory work, Anderson owns a franchise restaurant, raises cattle on a farm in Minnesota, and volunteers by preparing tax returns without compensation. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization strategies and is noted for its scale, complex affiliate network, and recent consolidation activity.

Peter Anderson is a CFP® professional affiliated with OSAIC, with 40 years of industry experience. He has worked at Financial Dimensions Group, Inc. for 23 years and has been with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for over three decades. Outside of his advisory work, he holds a significant ownership interest in Peteyfish LLC, which has invested in a medical device startup, McMurray Medical, focused on a patented intubation device. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services, model-based asset allocation, and access to proprietary and third-party investment strategies. The firm is notable for its scale, complex affiliate structure, and private-equity ownership.

Eric Kajer is a CFP® with 28 years of experience in the financial services industry. He is currently with OSAIC and has worked at Financial Dimensions Group, Inc. for 19 years. Kajer also sells fixed insurance products, including life, disability, and medical insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization supported by a multi-advisor platform.

Charla Turch is a CFP® professional with 42 years of experience in the financial services industry. She is affiliated with OSAIC and has held roles at Financial Dimensions Group, Inc. since 2001. Turch serves as a volunteer finance committee member at St. Charles Borromeo Catholic Church, overseeing financial matters related to the church and its school. Osaic Wealth operates a multi-advisor platform serving retail and institutional clients with a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization tools.

Shawn Eilefson is a CFP® with 31 years of industry experience, currently affiliated with OSAIC. He has worked at Osaic Wealth, Inc. since 1995 and was with Financial Dimensions Group, Inc. from 2001 to 2024. Outside of his advisory role, he owns a sole proprietorship focused on term and survivorship life insurance. OSAIC serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach that integrates asset allocation, portfolio optimization, and risk management tools, supporting both discretionary and advisor-managed strategies.

Jacob Murphy is a CFP® professional with six years of industry experience. He currently works at OSAIC and previously spent six years at Northwestern Mutual and two years at Tennant Company. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, affiliate network, and private-equity ownership.

Brian Bowen is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2022. Brian operates a sole proprietorship selling life and fixed insurance products alongside his advisory role. OSAIC serves a broad client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services that emphasize model-based asset allocation and portfolio optimization through a multi-advisor platform.