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Alexander G

Series 66

Greenwood Village, CO

OSAIC

Alexander Goldstein is a financial advisor with OSAIC, holding a Series 66 credential and having 10 years of industry experience. He previously worked at LPL Financial for nine years and has been associated with GPS Wealth Strategies Group since 2017. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs various asset-allocation tools and offers integrated brokerage and advisory services through a large network of affiliated advisers and multiple advisory platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Samuel G

Series 66

Greenwood Village, CO

OSAIC

Samuel Grizzle is a financial advisor at OSAIC with 11 years of industry experience and holds a Series 66 designation. He previously worked at LPL Financial for 11 years and has been associated with GPS Wealth Strategies Group since 2017. In addition to his role at OSAIC, he provides investment advisory services through GPS Wealth Strategies Group, an independent registered investment advisor. OSAIC serves a diverse client base including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jacob R

Series 66

Greenwood Village, CO

OSAIC

Jacob Rolin is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. His prior work background includes roles in education and law enforcement. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing a range of investment strategies and third-party solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Mason S

Series 66

Greenwood Village, CO

OSAIC

Mason Samuels is a financial advisor at Osaic Wealth, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked previously at GPS Wealth Strategies Group, LLC and LPL Financial. Osaic Wealth serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of investment tools and third-party platforms to construct portfolios across multiple asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ryan N

Series 66

Greenwood Village, CO

OSAIC

Ryan Nuu is a financial advisor at OSAIC with 11 years of industry experience and holds a Series 66 designation. He has previously worked at LPL Financial for 10 years and has been involved with GPS Wealth Strategies Group, LLC since 2017. In addition to his advisory roles, he has maintained a long-term affiliation with the University of Colorado Denver since 2013. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients, offering integrated brokerage and advisory services. The firm utilizes a range of asset-allocation tools and third-party platforms to construct and manage portfolios tailored to clients' needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Lloyd S

Series 63, Series 65

Greenwood Village, CO

OSAIC

Lloyd Sprague is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GPS Wealth Strategies Group, LPL Financial, and Allianz Life. Sprague is also involved in managing independent advisory firms and investment-related entities in Greenwood Village, Colorado. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and legacy program transitions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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