John Branstrom is a financial advisor at OSAIC with 51 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His prior experience includes more than two decades at MassMutual Life Insurance Company and MML Investors Services, Inc., as well as positions at Woodbury Financial Services. He is also involved in life and health insurance services through his firm, J Branstrom and Associates. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, with options for discretionary and advisor-managed strategies supported by various tools and third-party managers.

Adam Queler is a CFP® professional with 20 years of experience in financial advising. He is currently with OSAIC and has previously worked at Woodbury Financial Services Inc. and Raymond James Financial Services Advisors Inc. Queler is also president of Q Financial Planning LLC and is involved with the NC Saints Baseball Academy and First United Methodist Church of Gastonia, NC. 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 programs with an investment approach focused on model-based asset allocation, portfolio optimization, and multiple managed account strategies.