Paul Swenson is a financial advisor at Osaic Wealth Inc. with a Series 66 designation and one year of industry experience. His prior work includes roles at Bay And Bay Transportation, Ecolab, All Seasons Arena, and Owatonna Parks and Recreation. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct portfolios across various investment types.

David Swenson is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Diversified Financial Advisory Group and FSC Securities Corporation. Outside of his advisory role, he operates a part-time profit venture playing poker and other casino games. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes advanced asset allocation and risk assessment tools to create managed portfolios that include a variety of investment products.

Christopher Herzog is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Diversified Financial Advisory Group and FSC Securities Corporation. Outside of his advisory work, he serves as an assistant tennis coach for the Owatonna School District. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, and access to third-party managers. The firm uses various asset-allocation tools and supports both discretionary and non-discretionary accounts across multiple investment types.