Kelley Braaksma is a financial advisor with Osaic Wealth, Inc. based in Carlsbad, CA, holding Series 63, 65, and 66 licenses with 23 years of industry experience. She has worked with Independent Capital Management and Sagepoint Financial Inc. since 2010. Braaksma also owns and operates KND Financial, a sole proprietorship engaged in insurance sales. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations through a large network of affiliated advisers and multiple advisory platforms. The firm employs a range of investment tools and offers brokerage, advisory, financial planning, and managed-account services incorporating stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Richard Nolan is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Sagepoint Financial, Inc. for 14 years. Nolan is involved in trust and estate planning through Citadel Law Office and provides tax preparation services through his ownership of SD Tax Associates, in addition to serving as HOA Board Treasurer. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various portfolio construction tools and platforms, supporting both discretionary and non-discretionary accounts.