Lori Troyer is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Woodbury Financial Services for 20 years. Outside of her advisory role, she serves as president of Powers Memorial Library, where she oversees meetings and volunteers at fundraising events. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios, supporting both discretionary and non-discretionary account management.

Brandi Hahn is a financial advisor at Osaic with four years of industry experience. She holds a Series 66 designation and has worked previously at Woodbury Financial Services Inc. and BMO Harris Bank. Outside of advising, she serves as an administrative assistant at D&L Financial Advisors LLC and acts as a licensed life insurance and funeral trust agent. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers.