Heidi Schultz is a Series 66-credentialed financial advisor with 16 years of industry experience. She has been with Osaic since 2024 and previously worked for Woodbury Financial Services, Inc. for 14 years. Outside of her advisory work, she is a member of Baker Schultz Tax and Financial LLC and owns Lattice CPA, both of which provide tax preparation and accounting services. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisers, utilizing various portfolio construction tools and third-party managed-account solutions.

Marcus Ott is a financial advisor at Osaic Wealth, Inc. with three years of industry experience. He holds a Series 66 designation and has worked with several firms, including Woodbury Financial Services and Baker Schultz Tax & Financial, where he provides tax preparation and planning services as an enrolled agent. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and managed account solutions, utilizing various portfolio construction tools and third-party platforms.

Dennis Baker is a CFP® professional with 34 years of industry experience, currently serving at OSAIC since 2024. His prior experience includes long tenures at Woodbury Financial Services, Inc., Baker & Launder Financial Services LLC, and Componex Corporation. Outside of his advisory work, he is involved in managing a solar energy project benefiting a nonprofit ice arena and participates in several business ventures related to tax preparation and commercial real estate management. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated financial services and employs asset-allocation tools and third-party platforms to support a range of investment products and strategies.