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Tyler N

Series 63, Series 66

Elkhorn, NE

OSAIC

Tyler Neary is a financial advisor at Osaic Wealth Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, Northwestern Mutual, and Raymond James Financial Services. Osaic Wealth serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Shawn J

Series 63, Series 66

Elkhorn, NE

OSAIC

Shawn Johnson is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of advising, he owns and manages a sole proprietorship involved in insurance sales and service. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage, advisory services, and access to multiple investment platforms that utilize firm-provided tools and third-party managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Scott C

ChFC®, Series 63, Series 65

Elkhorn, NE

OSAIC

Scott Carlson is a financial advisor with OSAIC in Elkhorn, NE, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience and has worked at firms including Woodbury Financial Services, Questar Capital Corporation, and Allianz Life Insurance Company. Outside of his advisory work, he is president and CEO of Sisu Financial, a corporation selling traditional insurance products. OSAIC serves a diverse range of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and advisory services. The firm uses a variety of tools and third-party platforms to construct diversified portfolios tailored to client needs and supports multiple account management styles and transitions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Douglas T

Series 63, Series 65

Elkhorn, NE

OSAIC

Douglas Thompson is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior firms include Woodbury Financial Services and Universal Financial Strategies, where he is a partner. Outside of his advisory work, Thompson is involved in several business ventures, including a family-operated cybersecurity company. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party platforms to construct and manage diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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