Ryan Nelson is a financial advisor at Osaic with 11 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. for nine years. In addition to his advisory role, Nelson is an insurance producer specializing in life, disability, long-term care, and annuities. 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 supported by model-based asset allocation, portfolio optimization tools, and multiple investment program options delivered through an extensive affiliate network.

Jeffrey Nelson is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2024. Prior to this, he spent over four decades with AMEV Investors/Fortis Investors, Inc./Woodbury Financial Service and has owned Nelson Financial Services since 1988, where he is involved in life, long-term care, and fixed annuity sales. OSAIC Wealth serves a wide range of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting diverse client needs with a variety of investment programs and third-party manager options.