Spencer Schmale is a financial advisor with Osaic Wealth Inc., holding a Series 66 license and 11 years of industry experience. He worked at Wells Fargo Advisors for nine years before joining Osaic in 2023. Schmale is also the owner of Spencer Schmale Financial, LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that incorporate model-based asset allocation, portfolio optimization, and various managed account strategies.

Mark Ivanovic is a financial advisor at Osaic Wealth Inc with 18 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors Financial Network LLC for 14 years prior to joining Osaic. Ivanovic is also Vice President of The Investment Consulting Group LLC, where he manages client requests and oversees branch operations. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various analytical tools and discretionary strategies.

Andrea Waidner is a financial advisor at Osaic with one year of industry experience. She holds a Series 66 designation and has prior work experience with Investment Consulting Group, Randolph's Salon, and Ulta. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm employs a model-based investment process emphasizing asset allocation, portfolio optimization, and risk management tools.

Richard Allen is a financial advisor at OSAIC Wealth, Inc with 21 years of industry experience. He holds a Series 66 designation and has previously worked for Wells Fargo Advisors Financial Network LLC and The Investment Consulting Group, where he continues to serve as a financial planner. Allen also owns an LLC used solely for income and banking purposes. 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 process focuses on model-based asset allocation and portfolio optimization, providing a range of managed portfolio options and third-party manager access.