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John T
Series 63, Series 66
Omaha, NE
OSAIC
John Tully is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OSAIC in 2024, he spent eight years with Securities America Advisors and Securities America Inc. Outside of his advisory role, he is involved in insurance sales through a separate business, Tully Financial Services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of investment and advisory services supported by advanced portfolio construction tools and multiple third-party solutions.
Jeffrey B
ChFC®, Series 63
Omaha, NE
OSAIC
Jeffrey Breeling is a financial advisor with Osaic Wealth Inc in Omaha, NE, holding the ChFC® designation and Series 63 license. He has 35 years of industry experience and previously worked at LPL Financial, Cetera Advisor Networks LLC, and Summit Financial Group Inc. In addition to advising, he operates a fixed life insurance and long-term care sales business. Osaic Wealth Inc serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of portfolio management options supported by asset-allocation tools, risk questionnaires, and third-party solutions.
Jason C
CFP®, Series 63, Series 65
Omaha, NE
OSAIC
Jason Christo is a financial advisor with Osaic Wealth, Inc. in Omaha, NE, holding the CFP® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including eight years at Securities America Advisors prior to joining Osaic. Christo is also the owner of Christo Financial Planning, an insurance sales business. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing a range of portfolio construction tools and offering access to third-party money managers and managed accounts.
John H
Series 66
Omaha, NE
OSAIC
John Harris is a Series 66-licensed financial advisor with 21 years of industry experience. He has worked at OSAIC since 2024 and previously spent eight years at Securities America Advisors. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services such as financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios featuring various asset classes, and supports both discretionary and non-discretionary account management.
Douglas D
Series 66
Omaha, NE
OSAIC
Douglas Drobny is a financial advisor with OSAIC in Omaha, NE, holding a Series 66 designation and 26 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. In addition to his advisory roles, he is involved with Drobny Wealth Management LLC, where he engages in the sales and marketing of securities, investments, and insurance products. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing advanced asset-allocation tools and multiple investment platforms to tailor portfolios that may include a broad range of securities and alternative investments.
Robert B
Series 63, Series 65
Omaha, NE
OSAIC
Robert Bieber is a financial advisor at OSAIC based in Omaha, NE, with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Mutual of Omaha and Mutual of Omaha Investor Services, Inc. He has been with OSAIC since 2023. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisors and multiple platforms.
John Q
Series 66
Omaha, NE
OSAIC
John Quinn is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America Inc. Outside of advisory work, he volunteers with Resume Advisers, providing occasional resume writing assistance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to construct portfolios with a range of securities managed on discretionary or non-discretionary bases.
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