Matthew Puetz is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Securities America, Inc. for 13 years. Outside of his advisory role, he coaches football locally during the fall season. OSAIC serves a broad client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, leveraging asset-allocation tools and third-party investment solutions to construct diversified portfolios.

Troy Friederichs is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Jackson National Life Distributors. He is also president of Friederichs Financial Corporation, a tax entity. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm provides integrated brokerage and advisory services supported by asset-allocation tools, third-party managers, and multiple investment platforms.

Jameson Buehler is a CFP®-designated financial advisor at OSAIC with five years of industry experience. He previously worked at Securities America Advisors and Halliburton Energy Services. Outside of his advisory role, he serves as president of the Sertoma Club, a service organization focused on hearing health in the Bismarck-Mandan area. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisers. The firm offers a variety of investment advisory and brokerage services, using advanced portfolio construction tools and providing access to third-party money managers and managed account solutions.

Steven Felchle is a financial advisor with OSAIC, holding a Series 66 designation and 27 years of industry experience. He previously worked with Securities America Advisors and SECURITIES AMERICA, inc. from 2016 to 2024. Outside of advising, he owns and operates Felchle Farms, Inc., a farming business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and automated rebalancing, offering portfolios that include a range of asset classes managed on discretionary or non-discretionary bases.

Gary Berube is a financial advisor with OSAIC in Bismarck, ND, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked for Securities America Advisors and Securities America, Inc. for 13 years. Outside of advising, he serves as a notary public and is involved in insurance sales through his sole proprietorship. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a wide range of investment options and utilizes asset-allocation tools and third-party platforms to manage portfolios on both discretionary and non-discretionary bases.

Douglas Buehler is a CFP® and ChFC® with 28 years of industry experience, currently serving at OSAIC since 2024. Prior to joining OSAIC, he worked for Securities America Advisors and Securities America, Inc. from 2011 to 2024. Outside of advisory work, he has experience in insurance sales. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of affiliated advisers. The firm offers integrated brokerage and advisory services with an investment approach that utilizes asset-allocation tools, risk-tolerance assessments, and diversified portfolio management across multiple asset classes.

Farrel Carlson is a financial advisor with OSAIC in Bismarck, ND, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. for 13 years. Outside of his advisory work, he is involved in farm rental operations and provides long-term care and life insurance services. OSAIC Wealth, Inc. serves a diverse client base that includes individual investors, institutions, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm employs various asset-allocation tools and supports a wide range of investment products, managing accounts on discretionary or non-discretionary bases with access to third-party money managers and wrap programs.

Connor Puetz is a financial advisor at Osaic Wealth Inc. with two years of industry experience. He holds the Series 66 designation and is based in Bismarck, North Dakota. His prior work experience includes roles at Spaces, Inc., Vector Marketing, and North Dakota State University. 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 financial services through a large network of affiliated advisors, utilizing asset-allocation tools and multiple investment options to construct portfolios tailored to client needs.