Hussien Aspaas Montoya is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. His prior roles include positions at SagePoint Financial, Inc. and IronBridge Wealth Counsel, where he currently serves as a private wealth advisor. Outside of his advisory work, he is the owner of Arrowhead Wealth Solution, LLC. OSAIC serves a broad range of clients including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through an extensive network of affiliated advisers. The firm utilizes a range of advisory platforms and tools, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers.

Ronald Dalley is a financial advisor with OSAIC in Farmington, NM, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, and SagePoint Financial before joining OSAIC. Outside of his advisory work, he is a board member of the nonprofit First Tee Four Corners and a part-owner of a company providing prosthetic and bracing devices. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services, financial planning, managed accounts, and access to third-party money managers, using various tools and strategies to construct portfolios across multiple asset classes.

Cheryl Burgmaier is a CFP® with six years of industry experience, currently serving as a financial advisor at OSAIC. She has held roles with Future Wise Financial Planning, LLC and is an owner and managing member of several private businesses including Hindley Burgmaier Group, LLC and Burgmaier & Associates, Inc. Outside of advisory work, she manages accounting and financial reporting activities for multiple LLCs unrelated to investment management. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated advisory, brokerage, and financial planning services supported by analytical tools, third-party managers, and various managed account solutions.

Cole Stoneman is a CFP® with 17 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at Lincoln Financial Advisors for nine years and SagePoint Financial, Inc. for one year. Stoneman also provides investment and retirement advice through IronBridge Wealth Counsel, an affiliated private wealth advisory LLC. OSAIC Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes, supporting both discretionary and non-discretionary account management.