Corbin Krell is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Woodbury Financial Services and Questar Asset Management. Outside of advisory activities, Krell is a partner in a cigar bar and is a licensed real estate salesperson working with Axen Realty as an independent contractor. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services. The firm uses proprietary asset-allocation tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Michael Klein is a financial advisor at OSAIC based in Mesa, AZ, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Penn Mutual. Klein is also a board member of the Equality Chamber Foundation, a nonprofit supporting educational programming for LGBTQ+ businesses. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.