Alan Johnson is a financial advisor with Osaic Wealth based in Plymouth, MN, holding a Series 66 license and 22 years of industry experience. His prior work includes roles at Royal Alliance, AdvisorNet Financial Partners, CETERA Advisor Networks, and Jra Financial Advisors. Outside of his advisory work, he owns and operates TA Hardwoods, a woodworking business that designs and sells handmade gifts, signs, and furniture. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and risk management, supporting a variety of client-directed strategies.

Kathryn Austin is a financial advisor at Osaic with one year of industry experience. She holds the Series 66 designation and previously worked at Benjamin F. Edwards for three years. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach supported by tools such as risk-tolerance questionnaires and portfolio optimization, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Joan Gilles is a ChFC® credentialed financial advisor with 34 years of industry experience, currently with Osaic Wealth Inc. Her prior roles include positions at Cetera, AdvisorNet Wealth Partners, and Ameriprise. She also works as an independent insurance agent, providing life, disability, and long-term care insurance along with annuities. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a multi-advisor platform that provides brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Peter Haagenson is a financial advisor at Osaic with three years of industry experience. Before joining Osaic, he worked at Focus Financial and held positions at VMware and Blue Medora. He is involved in several financial advisory activities through his LLCs, including collaborating with clients on financial planning and estate considerations. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services delivered through multiple affiliated entities, emphasizing model-based asset allocation and portfolio optimization.

Jed Lund is a Series 63 licensed financial advisor with 20 years of industry experience. He is currently with OSAIC, where he has worked since 2022, and previously held roles at Focus Financial, Advisornet Wealth Management, Cetera Advisor Networks, and Questar Asset Management among others. Lund is also a licensed independent insurance agent. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by various tools and discretionary strategies.

Jacob Fleming is a financial advisor at OSAIC in Plymouth, MN, holding Series 66 and Series 63 licenses with three years of industry experience. His prior roles include positions at Strong Tower Wealth Management and Focus Financial Network Inc. Outside of his advisory work, he is involved in youth sports as a coach for the Elk River Youth Hockey Association. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services supported by a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization through various strategies and third-party manager programs.

Brandon Peddycoart is a financial advisor at Osaic with a Series 66 designation and two years of industry experience. His prior work includes roles at Old National Bank and Wells Fargo Clearing, as well as positions in education and veterinary support. Osaic Wealth serves a diverse client base including retail 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 a range of program offerings including Unified Managed Accounts and third-party money manager programs.

Stephanie Johnson is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Royal Alliance and Cetera Advisor Networks LLC. She is also owner of JMAE, LLC, which provides managed services to other businesses, and Johnson Wealth Management, LLC, offering fixed insurance services. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with options for discretionary or advisor-managed strategies and access to third-party managers and proprietary models.

Daniel Erdmann is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 credential and has worked at several firms, including AdvisorNet Financial Partners and Cetera Advisor Networks. Erdmann is also a CPA and provides tax preparation and planning services through his own firm, Erdmann Financial Planning LLC. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization, supporting various client restrictions and third-party manager selections.

Steven Haagenson is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and possessing 39 years of industry experience. His career includes roles at firms such as Focus Financial, Advisornet Wealth Management, and Cambridge Investment Research. He serves as president of Accord Benefit Resources, a health insurance sales company he has been involved with since 1990. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm utilizes a model-based investment process with portfolio optimization tools and supports both discretionary and advisor-managed strategies.

Erin Seiler is a financial advisor at Osaic with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, Castle Hill Capital Partners, Fidelity Brokerage Services, LoCorr Distributors, and Wells Fargo Clearing. Erin is also involved with Bridger Financial, LLC, where she provides administrative services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors and participants, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a complex affiliate network.

Melissa Machlitt is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Cetera Advisor Networks and AdvisorNet Financial. Outside of her advisory role, she owns an LLC that sublets office space to other advisors and is licensed to sell fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a range of managed account programs.

Ashleigh Scheidweiler is a financial advisor at OSAIC with one year of industry experience. She holds a Series 66 designation. Prior to joining OSAIC, she was a full-time student for nine years. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that offers a range of advisory and brokerage services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies.

Krystine Berens is a Series 66-licensed financial advisor at Osaic Wealth, Inc. with four years of industry experience. She previously worked at Guardian Resources for seven years. Berens provides training videos related to fixed indexed annuities and asset management applications for Guardian Capital Management. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through various programs that emphasize model-based asset allocation, portfolio optimization, and access to alternative investments via third-party platforms.

Tyler Armstrong is a CFP®-certified financial advisor with 17 years of industry experience, currently affiliated with Osaic Wealth. His prior work history includes roles at Royal Alliance, AdvisorNet Financial Partners, Cetera Advisor Networks, and LPL Financial. Outside of his advisory work, he is a partner in TA Hardwood LLC, a business that produces wood decor products for sale on Etsy. Osaic Wealth serves a diverse clientele, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.