Shannon Olson is a financial advisor at OSAIC with nine years of industry experience. She holds a Series 66 designation and has previously worked at Thrivent Financial and Parkland Securities LLC. Olson also serves as an operations manager and registered representative at North Metro Money Management, where she is involved in client meetings, reporting, and process improvements. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various strategies and custodial arrangements.

Travis Fisher is a financial advisor at OSAIC Wealth Inc with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Sigma Planning Corporation, Parkland Securities LLC, and Thrivent Financial. Fisher is co-owner of North Metro Money Management, a financial advising practice, and serves as an independent licensed insurance agent. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach involves model-based asset allocation and portfolio optimization, with offerings such as Unified Managed Accounts and third-party money manager programs.

Cody Clem is a financial advisor at Osaic with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Parkland Securities for 11 years before joining Osaic Wealth Inc. Clem is also a licensed insurance agent, selling life insurance, indexed, and variable annuities. Osaic Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process includes model-based asset allocation and portfolio optimization, with options for discretionary management, third-party managers, and proprietary models.