Samuel Giordano III is a financial advisor with OSAIC in Pewaukee, WI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Signator Investors, Inc., and he has been associated with Financial Decisions Group since 2002. Giordano is also a commissioned Notary Public in Wisconsin. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.

Derek Dahl is a financial advisor at Osaic Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mutual of Omaha and Securities America Advisors. He is also active as an insurance agent with Futurity First Insurance Group under Dahl Financial Partners. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies including discretionary Unified Managed Accounts and third-party manager selections.

Samuel Burkart is a financial advisor at OSAIC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Securities America, Inc., Mutual of Omaha Investment Services, and Mutual of Omaha. Outside of his advisory role, Burkart is the founder of Burkart Financial, an insurance sales business. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Timothy Dwyer is a financial advisor at OSAIC with 31 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at OSAIC since 2018, following prior roles at Signator Investors, Inc. and Robertson Ryan & Associates. He serves as chairman of the Endowment Committee for Mother of Good Counsel Church and School, overseeing investment meetings twice annually. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services focused on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Zachary Poker is a financial advisor at Osaic with three years of industry experience and holds a Series 66 designation. He previously worked at Mass Mutual Investors Services and American Income Life. Outside of his advisory role, he is involved in insurance brokerage and also works as a driver for a pedal tavern service. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports a variety of investment programs and maintains a complex affiliate network, providing alternatives and lending solutions through its extensive platform.