Carrie Anton is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Focus Financial Network Inc and Royal Alliance Associates. Outside of her advisory work, she owns a sole proprietorship focused on blogging about ways to alleviate trauma response and illnesses related to long-term stress. OSAIC is a wealth management firm that serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. Its investment approach emphasizes model-based asset allocation and portfolio optimization supported by a range of tools and strategies, including discretionary management and third-party managers.

Braden Dodds is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Home Mortgage for ten years. Dodds also operates an investment advisory LLC, Dodds Investment Solutions. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.