Amy Boedeker is a financial advisor at OSAIC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation and Marijo Dluzak. Outside of her advisory role, she is a notary and an insurance agent specializing in life insurance, fixed annuities, and Medicare supplement policies, and she owns AIM Wealth Management, an LLC involved in business administration. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to create diversified portfolios with various investment options managed on either a discretionary or non-discretionary basis.

Marijo Dluzak is a CFP® professional affiliated with OSAIC, bringing 41 years of industry experience. She previously worked at FSC Securities Corporation for 28 years before joining OSAIC in 2023. In addition to her advisory role, she assists clients with insurance planning through her business, DLUZAK & ASSOCIATES INC, focusing on long-term care, life insurance, and health insurance products. OSAIC serves a broad range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to construct diversified portfolios across various investment vehicles.