Dale Yoder is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at FSC Securities Corporation and Lake Huron Financial. Yoder is also involved in nonprofit and community activities, serving as an elder at Pigeon River Mennonite Church and a board member of Rosedale International. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering a broad array of brokerage and advisory services supported by various asset-allocation tools and third-party investment platforms.

Matthew Brickel is a financial advisor at Osaic with one year of industry experience. He holds a Series 66 designation and previously worked at Northstar Bank for 19 years. Outside of his advisory role, he is a registered assistant at Lake Huron Financial, where he supports securities trading under supervision. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs various asset-allocation tools and automated portfolio management techniques and operates a complex corporate structure with multiple platform arrangements and private-equity ownership.

Alexander Smith is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Fsc and Booms Construction, as well as eight years at Zuni Christian Mission School. Outside of advising, he serves on the finance committee of the Huron County Community Foundation and acts as a notary public in Michigan. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by various investment platforms and tools to construct portfolios across multiple asset classes.