James Horst Jr. is a CFP® professional with 28 years of experience in the financial industry. He currently works at OSAIC and was previously with FSC Securities Corporation for 20 years. He is also the owner of Stonebridge Financial Advisors, a sole proprietorship engaged in securities and corporate advisory services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, utilizing various asset-allocation tools and third-party managed-account solutions.

Drew Horst is a Series 66 licensed financial advisor with three years of industry experience, currently with OSAIC. His prior roles include positions at Wildflour, FSC Securities, and engagement with Spencer Community Schools. Outside of advisory work, he serves as an insurance agent through Stonebridge Financial Advisors and volunteers by taking tickets for local public school events. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a wide range of brokerage and advisory services, utilizing firm-developed asset-allocation tools and third-party platforms to manage portfolios with various investment vehicles on both discretionary and non-discretionary bases.