Annette Petzel is a CFP® professional with over 41 years of experience in the financial services industry. She is currently with OSAIC and has held prior roles at Woodbury Financial Services, Questar Asset Management, and other firms. Petzel is also an insurance agent specializing in Medicare, employee benefits, personal life insurance, and disability at R P Ryan Insurance, Inc. OSAIC serves a diverse client base including individual investors, corporations, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios based on client risk tolerance and investment objectives.

Ann Zlamal is a financial advisor at OSAIC Wealth Inc with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with firms including United Planners Financial Services, LPL Financial, and The Prudential Insurance Company of America. Outside of finance, she is an adjunct professor at Grand Canyon University, owns an online retail store called Dripping Dog, manages a clothing construction business named Ann's Designs for Dignity, and serves as a horse show judge with the Scottsdale Saddle Club. OSAIC Wealth Inc serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with access to third-party money managers and various portfolio management tools.