Daniel Duren is a financial advisor with Osaic and holds the ChFC® designation and Series 63 license. He has 41 years of industry experience, including nine years at SagePoint Financial prior to joining Osaic. He serves as president of the NAIFA Nebraska Foundation and holds board positions with Wyuka Funeral Home & Cemetery and the Wyuka Historical Foundation. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that include a variety of investment products and provides access to third-party money managers and model portfolios.

Dustin Will is a financial advisor at OSAIC with 17 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining OSAIC in 2023, he was with SagePoint Financial for 12 years. Will is also an independent insurance agent, focusing on disability, life, health, and long-term care insurance through his own LLC and as a contractor with Benefit Management. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a broad network of advisors and platforms. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation and portfolio management tools across discretionary and non-discretionary accounts.

Troy Shreve is a financial advisor with Osaic who holds a Series 63 designation and has 38 years of industry experience. Prior to joining Osaic in 2023, he worked at SagePoint Financial from 2014. Outside of his advisory role, Shreve is president of an insurance agency specializing in employee benefits and insurance services for corporations. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various portfolio construction tools and third-party solutions to meet client needs.

Nathaniel Ewart is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and has worked in various roles, including prior positions at FBL Financial Group and Conagra Brands. Ewart is also licensed as an insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple asset classes.