Isaiah Mundell is a CFP® certificant affiliated with OSAIC in Waterloo, IA, with seven years of industry experience. He has worked previously at Wells Fargo Advisors, Robinhood Financial, and USAA Investment Services, among others. Mundell owns and operates Mundell Financial Planning Inc. as an additional business activity. Osaic Wealth, Inc. serves a diverse clientele including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing firm-provided asset-allocation tools and risk-assessment techniques to develop portfolios across various asset classes, managed on discretionary or non-discretionary bases.

Tyler Johnson is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors. Outside of his advisory role, he has partial ownership in a financial planning practice, Johnson Wealth Management Inc., located in Waterloo, IA. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm uses tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Erica Johnson is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for five years. Johnson is also a 50% owner of a financial planning practice, Johnson Wealth Management Inc., based in Waterloo, IA. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with access to multiple advisory platforms and third-party money managers.