Christian Baldree is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, Baldree serves as President of the Pacific Gold Aviation Association and sits on the board of trustees for the Roseville Theater Arts Academy, a nonprofit community theater organization. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services along with access to third-party money managers and unified managed accounts. The firm utilizes asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Aliah Diaz is a financial advisor at Osaic Wealth, Inc. with a Series 66 designation. Diaz has recently begun a career in financial advising, joining Osaic Wealth in 2026 after roles in education and technology sectors. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including high-net-worth individuals and charitable organizations, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, using proprietary asset allocation tools and third-party platforms to manage diverse portfolios across multiple investment options.

Kevin Thelen is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Woodbury Financial Services and Genovese Burford & Brothers. In addition to his advisory role, he is a partner at Prospero Wealth Advisors, where he oversees a fee-based asset management program and supports 401(k) business growth. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and managed accounts using asset-allocation tools and risk-tolerance analysis, with offerings that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.