Paul Hein is a Certified Financial Planner (CFP®) with 35 years of experience in the financial services industry. He currently works at OSAIC and previously spent nine years at Sagepoint Financial, Inc. Hein is also the founding owner and operator of a professional limited liability company focused on marketing life insurance, annuities, long-term care insurance, and disability income insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment solutions supported by asset-allocation tools and third-party platforms.

Daniel Emmendorfer is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OSAIC, he worked for Securities America Advisors, Inc. and Securities America, Inc. for over 14 years. Outside of his advisory work, he is involved in life insurance and annuity sales and is the owner and developer of a local real estate project, Lake Shore Cottages. OSAIC serves a diverse range of retail and institutional clients through a large network of financial advisors, offering integrated brokerage and investment advisory services, financial planning, and access to multiple third-party money managers. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management.

Nicholas Emmendorfer is a Series 66-credentialed financial advisor with three years of industry experience. He is currently with OSAIC and has previously worked at Securities America, Inc. and SAIL. Outside of his advisory role, he serves as Vice Chair of the Superiorland Kiwanis Club and volunteers at a local homeless shelter in Marquette, MI. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.