James Allan is a financial advisor at OSAIC with three years of industry experience. He holds the Series 66 credential and has previously worked at firms including Edward Jones, Thrivent Financial, and Ollie's Bargain Outlet. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs firm-provided asset-allocation tools and supports diverse portfolio management strategies across multiple investment products.

Timothy Brockmann is a financial advisor at OSAIC with 34 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. for five years and Capital Financial Services, Inc. for fourteen years. He serves as a deacon at Faith Community Church in Fort Atkinson, Wisconsin. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services across multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, incorporating a wide range of investment products.

Kevin Giammalva is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. He is also a managing partner at Brockmann Financial, where he oversees the advisory practice. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms.