Erin Steele is a financial advisor at OSAIC with 15 years of industry experience and holds the Series 66 designation. Her prior roles include positions at Sagepoint Financial, Inc., 1ST Global Capital Corp., and Junkermier, Clark, Campanella, Stevens. She provides financial wellness instruction through video segments and written articles for workplace wellness programs. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to multiple third-party managed account platforms. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios tailored to client needs.

Andrew Knutson is a financial advisor at OSAIC with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Sagepoint Financial, Inc. and Spelman & Co., Inc. prior to joining OSAIC. Outside of his advisory work, he is active as a precinct captain for the Missoula County Republican Party and serves as an election judge. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm utilizes various tools and third-party solutions to construct diversified portfolios tailored to client risk tolerance and preferences.

Roger Lewis is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 29 years of industry experience. He previously worked for Lincoln Financial Advisors Corp for 18 years before joining OSAIC in 2025. He is also licensed to offer accident, health, and disability insurance. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisers and multiple advisory platforms. The firm utilizes various asset-allocation tools and third-party services to manage portfolios across a broad range of investments, offering both discretionary and non-discretionary account management.

Deirdre Flaherty is a financial advisor at OSAIC with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Sagepoint Financial, Inc. and operates Flaherty Financial. She serves as a board member for the Missoula Symphony Orchestra. OSAIC Wealth, Inc. provides brokerage and advisory services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios across various asset classes and supports multiple advisory platforms and third-party managed account solutions.