Stephen Schultz is a CFP® professional with 17 years of industry experience. He is affiliated with OSAIC and Family Tree Financial, where he provides life and health insurance sales. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and other firms. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across a broad range of investment types.

Sara Rodewald is a financial advisor at OSAIC with two years of industry experience. She holds a Series 66 designation and has been affiliated with OSAIC and Family Tree Financial since 2023. Outside of her advisory role, she is the owner and author of Saraisms, LLC, where she has self-published children’s books. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with access to multiple advisory platforms and third-party money managers.

Sage Kendall is a financial advisor at Osaic Wealth with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including First Tech Credit Union and Raymond James Financial Services. Outside of his advisory role, Kendall serves as a board member for the McCall Winter Sports Club, a nonprofit focused on youth development. Osaic Wealth serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and multiple advisory platforms, providing portfolios that include a variety of investment vehicles managed on discretionary or non-discretionary bases.

Christopher Eggleston is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Allstate Insurance Company for 13 years before founding Eggleston and Associates LLC. He is also involved with Family Tree Financial, where he engages in insurance sales and service for multiple carriers. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-supported tools and multiple investment platforms to construct diversified portfolios tailored to client needs.