Michael Tanneberger is a financial advisor with OSAIC based in Coeur D'Alene, Idaho, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Royal Alliance for nine years and National Planning Corporation for twelve years. Outside of his advisory role, he serves on the board of directors for Canopy Village, a local nonprofit organization, and is a member of the Coeur D'Alene Rotary Club and Area Chamber of Commerce. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services that encompass comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach focused on asset allocation and portfolio optimization, supported by a complex affiliate network and private-equity ownership.

Emily Mccusker is a financial advisor at OSAIC with one year of industry experience. She holds the Series 66 designation and has previously worked at Bizzy Bee Services and Atchley Financial Group. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments and rebalancing tools.

Lesley Atchley is a CFP® with 40 years of industry experience, currently serving at OSAIC since 2017. Prior to that, she worked for 17 years at National Planning Corp. She is the owner and president of Atchley Financial Group, an S-corp involved in securities business. Atchley is also a member of the Coeur d'Alene Rotary Club and serves on the finance committee of St. Thomas church. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services across various financial programs. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by multiple custodial and platform arrangements.

Aimee Tanneberger is a CFP® professional with 20 years of industry experience, currently affiliated with OSAIC. She has worked at Royal Alliance since 2017 and was with National Planning Corporation from 2006 to 2017. Tanneberger is also involved in the Coeur d'Alene community as a member of the Chamber of Commerce and Rotary Club. OSAIC Wealth serves a diverse client base including retail and institutional investors, 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, complex affiliate network, and variety of investment and lending programs.