Neil Wilkinson is a financial advisor with OSAIC based in Oelwein, Iowa, holding the ChFC® and Series 63 designations with 26 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. He serves as a board member of the Upper Iowa University Board of Trustees and the Fortunaire Foundation, and he is involved in agricultural businesses including owning and operating grain farming and farmland rental enterprises. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services supported by asset allocation tools, risk assessment, and access to third-party money managers.

Kole Johnson is a financial advisor with OSAIC, holding a Series 66 credential and one year of industry experience. Before joining OSAIC, he was associated with Financial Decisions Group and has experience selling life insurance and fixed insurance products as an agent. He also has a background in agriculture through ongoing work with Schlatter Farms. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of integrated brokerage and advisory services and employs various portfolio construction tools and third-party platforms to tailor investment strategies.

Justin Shaffer is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. His career includes roles at Signator Investors, Inc. and Financial Decisions Group. Outside of his advisory work, he serves as an assistant football coach for East Buchanan Schools, where he coordinates the varsity offensive team and manages practice plans. OSAIC serves a diverse range of clients including individuals, institutions, and charitable organizations, providing integrated brokerage and advisory services along with access to third-party money managers and unified managed accounts. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.