Bruce Larsen is a financial advisor with Osaic, holding the CFP® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including a decade at Triad Advisors, Inc. and two years with Osaic. Outside of his advisory role, he owns Larsen Classic Cars LLC, a business focused on purchasing and reselling cars to local dealers. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services and utilizes asset-allocation tools and third-party platforms to construct and manage client portfolios.

Erik Larsen is a Series 66-licensed financial advisor with 20 years of industry experience. He has worked at Osaic since 2024 and previously spent 10 years with Triad Advisors, Inc. based in Colorado Springs, CO. Larsen is also associated with Larsen Wealth Management, a financial advisory business. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, offering both discretionary and non-discretionary management options.