Isabella Roldan is a financial advisor at OSAIC with Series 65 and Series 63 licenses. She has been associated with OSAIC since 2025 and previously worked at Wagner Advisory Group from 2022. Her background includes roles outside the financial industry and education at the University of Tampa. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers through multiple advisory platforms.

Kelsey Stockhausen is a Series 66-registered financial advisor with seven years of industry experience. She has worked at OSAIC since 2023 and previously held roles at FSC Securities Corp and Wagner Advisor Group. She also assists Vice President and CFP Cathy A Wagner in client meetings and service oversight. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of advisors and advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analyses to construct portfolios across various asset classes and investment restrictions.