Michael Verhalen is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Inc. from 2011 to 2018. Verhalen also operates Verhalen Financial Group, a sole proprietorship providing fixed product insurance and supplemental products. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with asset allocation and portfolio optimization tools, and supports various account types and third-party manager programs.

Alexandria Yohn is a financial advisor at OSAIC with 11 years of industry experience. She holds a Series 66 designation and has worked at OSAIC and GFA Partners since 2015. Outside of her advisory role, she is involved in life insurance sales. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, with an emphasis on efficient frontier analysis and risk management.