Michael Popp is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 34 years. Outside of his advisory role, he has business activities involving insurance and annuity sales. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

William Gist is a financial advisor with Osaic and holds the Series 63 and Series 65 designations. He has 28 years of industry experience, including 19 years at Lincoln Financial Advisors prior to joining Osaic in 2025. In addition to his advisory role, he sells fixed annuities, fixed life insurance, and individual health insurance plans through outside carriers. Osaic Wealth, Inc. serves a diverse client base comprising retail and institutional investors, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services along with access to third-party money managers, employing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Jeffrey Nelson is a financial advisor at OSAIC with 37 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Lincoln Financial Advisors Corporation for 27 years. In addition to advisory services, he sells traditional life insurance, annuities, disability, and health insurance. OSAIC serves a wide range 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, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Charles Dierks II is a financial advisor at OSAIC with 36 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 27 years. In addition to his advisory role, he is also involved in the marketing and sales of various insurance products and owns a legal entity created for payroll administration. Osaic Wealth, Inc. serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad array of financial services and utilizes multiple advisory platforms and advanced asset-allocation tools to manage portfolios across various asset classes.