William Defiel is a financial advisor at Osaic Wealth with 27 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Osaic in 2024, he worked at Securities America Advisors and Securities America Inc from 2015 to 2024. Outside of his advisory work, he is a board member of the University Flats Condominium Association in Minneapolis. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and access to both proprietary and third-party investment strategies.

Gordon Defiel is a CFP® professional with two years of industry experience, currently affiliated with OSAIC. His background includes roles at Gradient Financial Group and First Resource Group. In addition to his advisory work, he acts as an insurance agent providing life insurance and fixed 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, managed portfolios, and retirement consulting. The firm utilizes model-based asset allocation and portfolio optimization supported by risk assessment tools and offers both discretionary and advisor-managed investment strategies.

Steven Bullert is a CFP® with 30 years of industry experience. He is currently with Osaic Wealth, joining the firm in 2024 after nine years at Securities America Advisors, Inc. and Securities America, Inc., and a year at Fintegra, LLC. Outside of advisory work, he provides seasonal tax preparation services and serves as an insurance agent offering life insurance, long-term care insurance, and fixed annuities. Osaic Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, using tools such as risk-tolerance questionnaires and efficient frontier analysis, and offers both brokerage and advisory services across various programs.

Dean Maschka is a financial advisor at Osaic with 30 years of industry experience. He holds the CFP® designation, as well as Series 63 and Series 66 licenses. Prior to joining Osaic in 2024, he worked at Securities America Advisors and Securities America, Inc. for nine years. Outside of advisory work, he is involved in life insurance and fixed annuity sales on a client-need basis. 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 and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies across various client types.

Joseph Toussaint is a financial advisor at Osaic with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors and Securities America Inc. Outside of financial advising, he is also a craftsman, designer, and artisan. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization supported by a variety of tools and programs, and is notable for its scale, affiliate network, and recent consolidation activity.