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Craig T

CFP®, Series 63

New Brighton, MN

OSAIC

Craig Twombly is a CFP® with over 31 years of industry experience. He is currently affiliated with Osaic through Financial Dimensions Group, Inc., where he has worked since 2006. Outside of his advisory role, he is a partner in a commercial real estate venture in New Brighton, MN. Osaic Wealth, Inc. serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and a variety of investment vehicles managed via both discretionary and non-discretionary accounts.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Benjamin F

CFP®, Series 66

New Brighton, MN

OSAIC

Benjamin Freeby is a financial advisor at OSAIC with nine years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining OSAIC, he worked at RBC Capital Markets and has experience in insurance sales, including fixed and variable annuities as well as life and long-term care insurance. He is also involved with Delich Wealth Management, where he manages client portfolios and conducts financial planning. 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 third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jacob D

Series 65, Series 63

New Brighton, MN

OSAIC

Jacob Dittel is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Allianz Life Insurance Company of North America and Allianz Life Financial Services, LLC. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs a variety of tools and third-party resources to construct and manage portfolios across asset classes for diverse client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Thomas D

Series 63, Series 66

New Brighton, MN

OSAIC

Thomas Delich is a financial advisor at Osaic with 28 years of industry experience. He previously worked at RBC Capital Markets for 15 years and City National Bank for 9 years. Delich serves as an elder at Constance Evangelical Free Church and is a board member of Beyond Our Door Global, a nonprofit providing resources in Haiti and Africa. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and legacy accounts.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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