Blake Sandvold is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services, Inc. and Questar Asset Management. Sandvold serves on the board of the Wayzata Lake Effect Conservancy, where he chairs the fundraising committee. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization supported by various analytical tools and offers advisors flexibility in strategy implementation.

Mariam Vedadi is a financial advisor at OSAIC with 18 years of industry experience. She holds the Series 66 designation and has worked at firms including SagePoint Financial, RiverSource Distributors Inc, and Comprehensive Financial Solutions LLC. She also operates Vedadi Wealth Management, an S-Corp that supports wealth management business operations and assists other advisors with client meeting preparation and follow-up. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization with a variety of managed account options and third-party manager programs.

Scott Graul is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services, Questar Asset Management, Scottrade, and TD Ameritrade. In addition to his advisory role, he serves as Head of Operations and Financial Planner at Sandvold Financial Group, where he oversees cash flow and manages the customer service team. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and a range of investment programs tailored to various client needs.

Sean Endersbe is a CFP® professional affiliated with Osaic Wealth, with 10 years of industry experience. He previously worked at Sagepoint Financial, Inc. for eight years and has been involved with Comprehensive Financial Solutions for 15 years. He is the owner of an insurance advisory practice and serves as President and CEO of EKE, LLC, a partnership organization for advisors. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization within a complex affiliate network and a large multi-advisor platform.

David Cooper is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services, Questar Capital Corporation, and Ameriprise Financial Services. Outside of his advisory role, he assists with client service activities as a paraplanner at Sandvold Financial Group. OSAIC serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach focused on asset allocation and portfolio optimization, supported by various management strategies and tools.

Nakita Kirchner is a Series 66-licensed financial advisor at OSAIC with three years of industry experience. She has worked at Vedadi Wealth Management, SagePoint Financial, and OSAIC since 2022. Kirchner serves as a paraplanner for Vedadi Wealth Management and is a board member for the US Palestinian Community Network in Minnesota, where she helps organize community and cultural events. OSAIC Wealth provides a multi-advisor platform serving retail and institutional clients, offering brokerage and advisory services that include financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization through a range of strategies and maintains a complex affiliate network.

Evan Kvittem is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. He currently works at OSAIC and previously spent eight years at SagePoint Financial. Outside of his advisory role, he serves as Vice President and Treasurer of EKE LLC, a business supporting advisor partnerships, and operates a sole proprietorship providing insurance sales and servicing. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization with various program options and maintains a complex affiliate network supported by private-equity ownership.

Blake Gleason is a financial advisor at OSAIC Wealth Inc with five years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and MassMutual Life Insurance Company. Outside of his advisory role, Gleason is a partner in an investment club called Midwest Capital Ventures. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across various programs such as comprehensive financial planning and advisor-managed portfolios. The firm’s investment process involves model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Cody Pollock is a financial advisor at Osaic Wealth with six years of industry experience. He holds the Series 66 designation and has worked at firms including SagePoint Financial and Thrivent Financial. In addition to his advisory work, Pollock operates a sole proprietorship offering fixed insurance products. Osaic Wealth serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management. The firm supports a diverse client base that includes high-net-worth individuals, retirement plans, charities, and corporate accounts.

David Sandvold is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Questar Asset Management. He is also involved with Sandvold Financial Group, an LLC where he assists with trade entry and customer service. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and various investment programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by technological tools and multiple custodial arrangements.

Terry Sandvold is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves as CEO of Sandvold Financial Group, overseeing insurance sales and business operations. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services supported by a model-based investment process and multiple custodial and legacy program arrangements.

Erik Endersbe is a CFP® professional with 11 years of industry experience, currently serving at OSAIC since 2023. Prior to this, he worked for nine years at SagePoint Financial. He is involved in operational leadership of a small partnership through EKE Marketing, LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, offering a variety of advisory and brokerage services across multiple platforms.

Mohammad Vedadi is a financial advisor at OSAIC with 20 years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. for 13 years and Ameriprise for one year. He owns Vedadi Wealth Management, an S-Corp through which he manages business operations, and is also a licensed insurance agent providing life, disability, long-term care insurance, and annuities. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various portfolio management programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and offers discretionary and advisor-managed strategies.

John Jensen is a financial advisor at OSAIC with 9 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Woodbury Financial Services, Questar Asset Management, and Proto Labs. Outside of his advisory role, he has served as a registered assistant, insurance agent, notary public, and paraplanner at Sandvold Financial Group. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and flexible investment solutions delivered through a multi-advisor platform.

John Madson is a CFP® professional with 20 years of industry experience, currently serving at OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for 13 years and Ameriprise for 3 years. Madson is also a member of the finance steering team at Messiah United Methodist Church. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment process with various portfolio management options and is noted for its scale, recent consolidation activity, and complex affiliate network.

Mackenzie Sowada is a financial advisor at OSAIC with five years of industry experience and holds the Series 66 designation. Prior to joining OSAIC in 2024, Sowada worked at Woodbury Financial Services Inc. and has been involved with Sandvold Financial Group since 2017, serving as a financial planner and marketing director. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by a model-based investment process. The firm is notable for its large scale, complex affiliate network, and a variety of program offerings designed to meet different client needs.

Sage Banchy is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC, Sage worked at Vedadi Wealth Management and Community Bank. OSAIC serves both retail and institutional clients through a multi-advisor platform offering brokerage and advisory services including comprehensive financial planning, managed portfolios, third-party money manager programs, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and maintains a complex affiliate network with a broad range of investment options.

Benjamin Hovland is a financial advisor at Osaic, holding a Series 66 designation with 19 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 13 years before joining Osaic in 2023. Outside of his advisory role, he owns a sole proprietorship involved in insurance sales and servicing. Osaic Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and client customization, and is notable for its scale and complex affiliate network.