Kelly Fennelly is a CFP® with 24 years of industry experience, currently advising at OSAIC Wealth, Inc. since 2023. Her prior experience includes roles at Elements Financial Federal Credit Union, LPL Financial, Thrivent Investment Management, and Chase Investment Services Corp. She is a partner in KJ&J Wealth, a team-based advisory practice. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with discretionary and advisor-managed strategies, supported by various tools for asset allocation, portfolio optimization, and alternative investments.

John Francis Evans is a CFP®-credentialed financial advisor with seven years of industry experience. He is currently with OSAIC Wealth, Inc and previously worked at LPL Financial and Elements Financial Credit Union. Evans served in the United States Navy for seven years prior to his financial career. 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 portfolio management. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing both discretionary and advisor-managed strategies.

Jami Wolsiefer is a financial advisor at OSAIC Wealth Inc with seven years of industry experience and holds a Series 66 designation. Her prior roles include positions at Elements Financial Federal Credit Union, LPL Financial, Bank of America, and Merrill. She is involved in administrative and client service roles at two associated LLCs. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.