Jeffrey Netolicky is a financial advisor at Osaic with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Parady Financial Group LLC and Global Atlantic Financial Group. Based in Cedar Rapids, IA, his career also includes roles at Brokers International and multiple distributor firms. Osaic Wealth, Inc. serves a diverse client base, including individuals, institutions, and charitable organizations, through a wide network of advisers and platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and alternative investments.

Coy Sarsfield is a financial advisor at Osaic Wealth Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Ameriprise for two years. In addition to his advisory role, he has been affiliated with the University of Iowa since 2021. Osaic Wealth Inc. serves a wide range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to various managed-account solutions. The firm utilizes proprietary asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Chadwic Sarsfield is a financial advisor at Osaic Wealth, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Ameriprise Financial Services, Royal Alliance Associates, Strellner Agency Group, and Signator Investors. Outside of his advisory role, he is involved with Sarsfield Financial Services, Inc., which provides accounting and tax services to a CPA firm. Osaic Wealth, Inc. serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers brokerage and advisory services supported by asset-allocation tools, third-party money managers, and a variety of investment solutions, managing accounts on both discretionary and non-discretionary bases.