Norma Sims is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Securities America Advisors and JP Morgan Chase Bank. Sims is active in her community, volunteering with Rotary International and Junior Achievement, and participating in local nonprofit and scholarship committees. OSAIC serves a diverse range of clients, including individual and institutional investors, offering integrated brokerage and advisory services with a variety of investment options and third-party management solutions.

Derek Stegenga is a CFP® professional with 11 years of experience in the financial industry. He has been affiliated with OSAIC since 2024 and previously worked with Securities America Advisors and Securities America Inc for nearly a decade. Beyond his advisory role, he serves as a volunteer board member for the DeMotte Chamber of Commerce and is a Deacon at his local church. OSAIC 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 offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance analysis, and automated rebalancing across various investment vehicles.