Sandra Winninger is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and has been with OSAIC since 2010. Prior to her advisory role, she worked for 17 years at Park County School District 6. Outside of her advisory work, she participates as an insurance agent focusing on Medicare supplements. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to create portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.

Charles Winninger is a financial advisor with OSAIC based in Cody, Wyoming, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has managed Charles Winninger Investments since 2012 and has been with OSAIC Wealth Inc since 2010. Winninger oversees the OSAIC branch in Cody, where he manages portfolios, executes trades, and provides financial planning and investment recommendations. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, corporate, pension, and charitable clients through an extensive network of advisors and advisory platforms. The firm combines brokerage and advisory services, utilizing asset allocation tools, risk assessments, and third-party managers to construct tailored portfolios across various asset classes on either discretionary or non-discretionary bases.