Jonathan Pace is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Pro-Integrity Securities, Inc. and operated PACE Insurance Agency and Farmers Insurance Group since 1990. He also owns AP Insurance Services, LLC, which markets fixed and variable insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary managed portfolios.

Steven Lindberg is a financial advisor with OSAIC in McKinney, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including ten years at Woodbury Financial Services, Inc. Prior to joining OSAIC in 2024, he also operated Lindberg Financial LLC, where he was president and engaged in the sale of insurance products. OSAIC serves a diverse client base ranging from individual investors to large institutions and offers integrated brokerage and advisory services supported by various investment platforms and third-party managers. The firm employs structured asset-allocation and portfolio management tools, with flexible account management options to meet client needs.

Nathan Anderson is a financial advisor at OSAIC with 17 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 16 years before joining OSAIC in 2024. Anderson holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves as president of the McKinney North Stars Hockey Club, a 501(c)(3) organization. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services alongside financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.