Jesse Bargstadt is a financial advisor with OSAIC Wealth Inc., holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Brinker Capital Securities, and Orion Portfolio Solutions, among others. In addition to his advisory work, he serves as a financial advisor at Monarch Financial Group, where he offers life insurance and fixed annuities. OSAIC Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct portfolios across a wide range of investment types.

George Paxton is a financial advisor with OSAIC Wealth Inc. based in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Cambridge Investment Research Advisors and SII Investments. Paxton also owns an insurance agency and serves as president of Monarch Financial Group, an S Corporation. OSAIC Wealth Inc. serves a diverse client base including retail and institutional investors and offers integrated brokerage and advisory services with access to multiple managed account platforms, employing tools such as asset-allocation models and automated rebalancing to construct portfolios across various asset classes.

Daniel Beeson is a financial advisor at OSAIC Wealth Inc. with 21 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms including Pacific Life Insurance Company, Orion Portfolio Solutions, and AssetMark Brokerage. He also served as a senior business development consultant for AssetMark Financial Holdings. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, unified managed accounts, and access to third-party money managers, utilizing a range of asset allocation tools and investment options.