Jared Anderson is a financial advisor with OSAIC based in Monticello, IN, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Royal Alliance Associates, Signator Investors, Transamerica Financial Advisors, and PRUCO Securities. He also operates Anderson Wealth Management, providing investment advisory and insurance services on a sole proprietorship basis. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services alongside access to third-party money managers and unified managed accounts. The firm utilizes asset allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a broad range of securities across discretionary and non-discretionary accounts.

Stacy Hall is a financial advisor at OSAIC with 19 years of industry experience. She holds the Series 66 designation and has worked with Royal Alliance Associates, Inc. since 2018 and Signator Investors, Inc. from 2016 to 2018. Hall operates Anderson Wealth Management, a registered sole proprietorship, and is also engaged in fixed insurance sales. She serves clients from Monticello, Indiana. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, and financial planning services. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing, managing portfolios that include a variety of securities on either a discretionary or non-discretionary basis.