Mark Hein is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc., SECURITIES AMERICA, inc., and Wall Street Financial Group, Inc. Outside of his advisory role, Hein is involved in life insurance and indexed annuities sales through a separate business. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by a multi-advisor platform and various investment programs.

Jeffrey Thielen is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors, City National Bank, and RBC Capital Markets Corporation. He operates an advisory business under the name Stonebridge Advisors, serving new and existing clients. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach focused on asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies.

Jonathan Bryant is a financial advisor at OSAIC with 24 years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. and Wall Street Financial Group, Inc. Outside of his advisory role, Bryant owns TripleThreat Training, Inc., a basketball skills training business, and serves as the head varsity boys basketball coach at Edina High School. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, with a broad range of program options including Unified Managed Accounts and third-party money manager strategies.