Nicholas Garry is a financial advisor with OSAIC based in Sioux Falls, SD. He holds the PFS™ designation and Series 63 license, with 21 years of industry experience. Prior to joining OSAIC in 2024, he worked at American Portfolios Financial Services for 14 years and has operated Garry Associates, LLP since 2005. He is also a business owner involved in exit planning for business owners through Garry Private Wealth Resources and holds a CPA credential. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset allocation tools, risk tolerance assessments, and a variety of investment options, managing accounts on discretionary and non-discretionary bases.

Steven Garry is a ChFC® with over 42 years of industry experience, currently serving at OSAIC since 2024. His prior experience includes 14 years at American Portfolios Financial Services and longstanding roles with Garry Assoc LLP and New York Life Insurance Company. Outside of advising, he is involved in farming operations through Sanctuary Land & Cattle, LLP and owns a life insurance business under Steve Garry Enterprises, LLC. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and third-party managers to construct customized portfolios.

Tracy Flanagan is a financial advisor with OSAIC in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining OSAIC in 2024, Flanagan spent 14 years with American Portfolios Financial Services and has been affiliated with New York Life Insurance Company since 2006. Outside of her advisory role, she manages operations for an estate management firm through Garry Private Wealth Resources, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing advanced asset-allocation and portfolio management tools across a range of investment products.

James Halverson is a financial advisor with OSAIC, holding a Series 66 credential and seven years of industry experience. Prior to joining OSAIC in 2025, he worked at Ameriprise Financial from 2015 to 2025. Outside of his advisory role, he performs as a freelance musician, singing and playing guitar at small events. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolios across multiple investment types.

Samuel Rozzi IV is a financial advisor with Osaic and holds a Series 66 designation. He has 10 years of industry experience and previously worked at American Portfolios Financial Services, Inc. and Progressive Advisory Solutions. In addition to his advisory role, he is also licensed to sell New York Life insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools and third-party resources to manage a broad range of investments on discretionary or non-discretionary bases.