Nirdesh Patel is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked for Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 22 years before joining OSAIC in 2018. Patel is also an agent for Dynasty Retirement and Financial Services, where he is involved in the sales and marketing of fixed annuities and non-variable insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and third-party solutions to construct portfolios that include a range of securities and alternative investments, with accounts managed on discretionary or non-discretionary bases.

Sheila Odlaug is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. She worked at Signator Investors Inc for 10 years before joining OSAIC in 2018. Outside of her advisory role, she serves as a volleyball referee for grade schools. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes various tools and third-party platforms to construct and manage portfolios.

Gregory Petersen is a CFP® professional with 15 years of industry experience. He has worked at OSAIC since 2018 and previously spent seven years at Jhfn Sii. Outside of his advisory role, he is involved in a family business, Alpar Laboratories, Inc., where he assists with general operations on an as-needed basis. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering a wide range of financial planning, retirement consulting, and investment management services. The firm utilizes various tools and platforms to construct and manage portfolios that include a broad spectrum of asset classes, serving both discretionary and non-discretionary accounts.