Mark Hein is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors, Inc. and Securities America, Inc. for eight years. Outside of his advisory role, Hein is involved in life insurance and indexed annuity sales through his business, M. G. HEIN LTD. OSAIC serves a broad range of retail and institutional clients, including high-net-worth individuals and organizations, offering integrated brokerage, advisory, and financial planning services. The firm employs various asset-allocation tools and third-party platforms to provide diversified portfolio management on both discretionary and non-discretionary bases.

Jeffrey Thielen is a CFP® with 25 years of experience in the financial industry. He currently serves as an advisor at Osaic, having joined the firm in 2024, and previously worked at Securities America Advisors, City National Bank, and RBC Capital Markets Corporation. In addition to his advisory role, he operates a separate advisory business, Stonebridge Advisors, providing services to new and existing clients. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services along with access to third-party money managers and employs asset-allocation tools and automated rebalancing to construct diversified portfolios.

Jonathan Bryant is a financial advisor with Osaic Wealth, Inc., holding a Series 66 credential and 24 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for eight years before joining Osaic in 2024. Outside of his financial advisory role, he is the owner and president of TripleThreat Training, Inc., which provides basketball skills training, and serves as the head varsity boys basketball coach at Edina High School. Osaic Wealth, Inc. serves both retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs multiple advisory platforms and tools to construct diversified portfolios and supports both discretionary and non-discretionary account management.