Samuel Wagner is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and Dakota Gasification Company. Wagner also operates Wagner Financial Services, where he provides notary public services alongside writing fixed annuity and life insurance policies. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services supported by advanced portfolio construction tools and access to third-party money managers.

Brandon Wagner is a financial advisor with Osaic, holding a Series 66 designation and 20 years of industry experience. He has worked at Osaic since 2024 and previously operated Wagner Financial Services from 2007. Wagner also spent 19 years with Woodbury Financial Services, Inc. He offers fixed and insurance products through his ownership of Wagner Financial Services. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and nonprofits. The firm provides a range of advisory services and uses firm-supported tools and third-party solutions to construct and manage portfolios across various asset classes.