James Christian is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked for FSC Securities Corporation for 26 years. He has also been active in community service, serving on the board and as president of the Lakeville Rotary Club. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers through a large network of affiliated advisers. The firm employs asset-allocation tools and diversified investment portfolios, and supports both discretionary and non-discretionary account management.

Steven Swanson is a financial advisor at OSAIC with five years of industry experience. He holds the Series 66 designation and has worked previously at Thrivent Financial and Daikin Applied. Swanson serves as membership chair on the board of the Rotary Club of Lakeville, where he assists with member induction and club decisions. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools and third-party solutions to construct and manage customized investment portfolios.