Daniel Olson is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Signator Investors, Inc. and Runner's Block, Inc. Olson is also a member of Stone Point Financial, an LLC through which he conducts securities and insurance-related business. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes various tools and third-party platforms to construct portfolios across multiple asset classes, operating through a complex corporate structure with numerous advisory platforms and service arrangements.

Laura Blankenship is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. She has worked previously at Woodbury Financial Services Inc. and First Heartland Capital Inc. Outside of her advisory role, she is involved in a partnership offering fixed insurance products under the name Verley Financial. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to manage diverse portfolios on discretionary or non-discretionary bases.

Corey Heimensen is a financial advisor with OSAIC who holds Series 63 and Series 66 designations and has 27 years of industry experience. He previously worked at Securities America, Inc. and SII Investments. Heimensen is also the author of the book *Stop Doing Dumb Things With Your Money* and participates in related public speaking engagements. OSAIC serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs a variety of tools and investment strategies to construct portfolios tailored to client needs.

Zed Heimensen is a CFP® and Series 66-credentialed financial advisor with four years of industry experience. He is currently with OSAIC and also connected to Heimensen Wealth Advisors. His background includes roles at Securities America Advisors and Morningside University. OSAIC Wealth, Inc. serves a diverse client base including individuals, 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 utilizes advanced asset allocation tools and provides access to a wide range of investment options and third-party managed-account solutions.