Hadley Nielson is a CFP® with six years of industry experience, currently serving as a financial advisor at OSAIC since 2023. Prior to joining OSAIC, Nielson held roles at Sagepoint Financial, Inc. and Legacy Financial Group. Outside of finance, Nielson has experience in diverse fields including catering and interior design. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with options for discretionary management, third-party managers, and proprietary strategies.

Jeanette Castillo is a financial advisor at Osaic with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked at SagePoint Financial since 2012. Castillo is also involved with several related businesses, including Independent Capital Management and Legacy Financial Group, where she provides insurance services and investment advice. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by various investment programs and a multi-advisor platform.