Lisa Lane is a Series 66-credentialed financial advisor at Osaic Wealth Inc. with seven years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for nine years. In addition to her advisory role, Lane owns Efficiently Simple LLC, a sole proprietorship that provides administrative services including office organization and mobile notary services. Osaic Wealth Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a variety of investment types.

Leslie Klug is a financial advisor at OSAIC with 12 years of industry experience. Klug holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services and Questar Asset Management. Outside of advising, Klug serves as treasurer for the Kansas Oil and Gas Museum and Foundation and holds accounting and management roles in several private companies. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment options and uses proprietary tools and third-party solutions to construct and manage portfolios across discretionary and non-discretionary accounts.