James Allan is a financial advisor at OSAIC Wealth Inc. with three years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Thrivent Financial. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.

Timothy Brockmann is a financial advisor with OSAIC in Fort Atkinson, WI, holding Series 63 and Series 65 designations and over 35 years of industry experience. His prior work includes roles at Woodbury Financial Services Inc and Capital Financial Services, Inc. He serves as a deacon at Faith Community Church, where he assists and supports church members. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization with discretionary management options and third-party manager selections.

Kevin Giammalva is a Series 66 licensed financial advisor at OSAIC with five years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and held various roles in educational and nonprofit organizations. He is also a managing partner at Brockmann Financial, where he oversees business operations in addition to his advisory duties. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services, including model-based asset allocation and portfolio optimization strategies.