Nirdesh Patel is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 22 years. Outside of his advisory role, he is involved as an agent with Dynasty Retirement and Financial Services, focusing on fixed annuities and non-variable insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with portfolio optimization tools and offers a range of brokerage and advisory services through a multi-advisor platform.

Sheila Odlaug is a financial advisor with OSAIC and holds a Series 66 designation. She has 18 years of industry experience, including 10 years at Signator Investors Inc prior to joining OSAIC in 2018. Outside of advising, she serves as a volleyball referee for grade schools and is a commissioned notary public for real estate loan documents. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides both brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Gregory Petersen is a CFP® with 15 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to joining OSAIC, he worked at Jhfn Sii for seven years. Outside of his advisory role, he is involved in the operations of a family-owned business, Alpar Laboratories, Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate entities. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization techniques.