Christopher Fromm is a financial advisor with OSAIC, holding the CFP® and ChFC® designations and possessing 25 years of industry experience. He worked at Lincoln Financial Advisors Corp. for 24 years prior to joining OSAIC in 2025. He is also licensed as an insurance agent offering disability insurance, fixed and indexed annuities, long-term care insurance, premium financing, and traditional life insurance. 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 advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct customized portfolios.

Brian Thelen is a CFP® with 27 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. He previously worked at Signator Investors, Inc. for two years and has over a decade of involvement in fixed equity indexed annuities. Outside of his advisory role, he is the president of the River City Concert Band, a nonprofit organization in St. Johns, Florida, and is also a financial author. OSAIC serves a diverse client base, including individual and institutional investors, offering a range of advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and third-party platforms to construct portfolios that include multiple asset classes and supports both discretionary and non-discretionary account management.