Brianna Goll is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. She previously worked at Woodbury Financial Services and has ongoing involvement with Clear Strategy, where she assists clients with account reviews and investment recommendations. Outside her advisory roles, she operated Brianna Lynn Studios, LLC for eight years. OSAIC Wealth serves a diverse client base, including retail investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, multi-affiliate structure, and comprehensive investment platform.

Timothy Pipkens II is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and Questar Capital Corporation. In addition to his advisory role, he is active as an insurance agent and is involved with Clear Strategy, where he provides financial and insurance services. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services with a model-based investment approach incorporating portfolio optimization and multiple managed account options.

Zachary Snyder is a financial advisor at Osaic with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and Securian Financial Services. Outside of his advisor role, he operates a sole proprietorship, NextGen Wealth Services, as a wealth manager and is also an insurance agent specializing in fixed insurance products. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform, focusing on model-based asset allocation, portfolio optimization, and a range of managed account programs.

Kelsey Hunter is a financial advisor at OSAIC with eight years of industry experience. She holds the Series 63 and Series 66 credentials and has held prior roles at firms including Woodbury Financial Services, Wealth Strategies Financial Group, Minnesota Life Insurance, and Foresters Financial Services. Hunter also operates a sole proprietorship, NextGen Wealth Services, in addition to her advisory work. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Devin Kind is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. and Clear Strategy. Outside of finance, Kind also worked as a barber for several years, cutting hair on weekends. OSAIC operates a multi-advisor platform serving retail and institutional clients, including high-net-worth individuals, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization supported by advanced analytical tools.

Eric Schroeder is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Woodbury Financial Services and Questar Capital Corporation. Schroeder serves as a board member of the FortunAire Club Charitable Foundation and is involved in multiple business ventures, including serving as CEO of Clear Strategy and owning commercial real estate companies. OSAIC Wealth provides brokerage and advisory services to a diverse client base, including individual investors, retirement plans, charities, and corporations. The firm employs a model-based investment process with asset allocation and portfolio optimization tools, offering a wide range of managed portfolio programs and third-party investment options.

Hunter Fritts is a financial advisor at OSAIC with a Series 65 credential and less than one year of industry experience. His prior work includes roles at Huntington Bank, Clear Strategy, and Daniel's Glass, among others. OSAIC Wealth serves a diverse client base including retail investors, institutional clients, retirement plan sponsors, and charities, offering a variety of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Angelo Leslie is a Series 65 licensed financial advisor with eight years of industry experience. He currently works at Osaic Wealth Inc and has previously held roles at Gries Financial Partners, Planning Alternatives Ltd., and PNC Bank. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and efficient frontier analysis.

Tracy Nafe is a financial advisor at OSAIC Wealth Inc with one year of industry experience and holds a Series 66 designation. Prior to joining OSAIC, she has been a licensed residential real estate agent in Michigan since 1998 and currently maintains her license while referring out most clients. OSAIC Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform with an investment process focused on model-based asset allocation and portfolio optimization.

Dominik Kudzma is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services. Outside of his advisory role, he owns ModInteractive, a business that builds and designs websites for small businesses. 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’s investment approach centers on model-based asset allocation and portfolio optimization through a multi-advisor platform.