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Jamie O

Series 66

Miles City, MT

OSAIC

Jamie Ogolin is a financial advisor at OSAIC with 11 years of industry experience and holds the Series 66 credential. Prior to joining OSAIC, Ogolin worked at Securities America Advisors and Investment Centers of America. Outside of advisory work, Ogolin serves on the boards of trustees for Miles Community College and the Custer County Educational Foundation. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to various managed account platforms, employing asset-allocation tools and risk assessment to build diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jeffrey B

Series 66

Miles City, MT

OSAIC

Jeffrey Brabant is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has been affiliated with OSAIC and its related entities since 2023. Outside of his advisory work, he serves as an assistant baseball coach at Miles Community College. OSAIC serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing firm-provided asset allocation tools and third-party platforms to construct and manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Karissa N

Series 66

Miles City, MT

OSAIC

Karissa Nissen is a financial advisor with OSAIC who holds a Series 66 designation and has five years of industry experience. Her work history includes roles at Securities America Advisors, Avantax Advisory Services, Professional Financial Services LLC, and Stockman Bank of Montana. Outside of financial advising, she is a partner in an animal hospitality business providing pet care services and owns a concessions business serving youth sporting events. OSAIC serves a diverse client base, including retail and institutional investors, and offers integrated brokerage and advisory services with various investment platforms and third-party solutions. The firm utilizes asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes, managing accounts on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Robin C

Series 66

Miles City, MT

OSAIC

Robin Cusimano is a financial advisor at OSAIC with 22 years of industry experience. She holds a Series 66 designation and previously worked at Securities America Advisors, Inc. and ICA. Outside of her advisory role, she serves as the head women's volleyball coach at Miles Community College. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and third-party solutions to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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