Shane O'Malley is a CFP® professional with 26 years of industry experience, currently serving at OSAIC since 2024. Prior to joining OSAIC, he worked for Woodbury Financial Services, Inc. for 11 years. He is a member of the board and treasurer for Theta Zeta Corp, Inc., a fraternity alumni housing corporation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset allocation tools and third-party platforms to manage a wide range of investment products across discretionary and non-discretionary accounts.

Brian Bennett is a financial advisor at OSAIC with 38 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2023, he worked for FSC Securities Corporation for 30 years. Bennett also serves as an independent agent providing fixed insurance and is a co-trustee for a client trust. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

David Nichols is a financial advisor with OSAIC, holding a Series 63 designation and bringing 37 years of industry experience. His prior experience includes 11 years with FSC Securities Corporation and an ongoing affiliation with MassMutual Life Insurance Company since 1987. Nichols is also president of DJ Nichols Insurance Inc., a fixed annuities business structured as an S Corporation. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party money managers and wrap programs. The firm employs tools such as asset-allocation models and risk-tolerance questionnaires to construct diversified portfolios across various asset classes.

Kent Porter is a financial advisor with Osaic Wealth, Inc. in West Des Moines, IA, holding the CFP® and Series 63 designations. He has 41 years of industry experience, including 30 years at FSC Securities Corporation prior to joining Osaic in 2023. Outside of his advisory role, he serves as a successor trustee for a revocable trust and manages a family LLC responsible for farm income and distributions. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and risk-tolerance assessments to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

John Cole Jr. is a financial advisor at OSAIC with over 41 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining OSAIC in 2023, he worked for FSC Securities Corporation for 30 years. Outside of his advisory role, he owns a fixed insurance business and serves as Vice President of Diversified Financial Advisory Group, handling payroll, financials, operations, and supervision. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio management across various investment types.

John O’Bannon is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has worked previously at FSC, Edward Jones, and Lowe’s Corporation. Outside of his advisory role, he is a youth, high school, and collegiate soccer referee during the spring and fall seasons. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable organizations, offering a range of advisory and brokerage services. The firm employs asset-allocation tools and multiple advisory platforms to construct portfolios across various investment types, managing accounts with discretion or client-imposed restrictions.

Kristi Mignano is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Woodbury Financial Services, Voya Financial Advisors, and Broker Dealer Financial Services Corp. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering a wide range of integrated brokerage, advisory services, and access to third-party managers. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across multiple investment types.

Philip Gose is a financial advisor at Osaic Wealth, Inc. with 27 years of industry experience. He holds a Series 66 designation and previously worked at FSC Securities Corporation for 18 years. Outside of his advisory role, he serves as a board member of the Cyclone Gridiron Club, a charitable organization. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of financial advisers and multiple advisory platforms. The firm utilizes asset-allocation tools and third-party money managers to construct diversified portfolios for individual and high-net-worth investors, pension plans, corporations, and charitable organizations.

John Nesbit is a Series 63-licensed financial advisor with 35 years of industry experience. He currently works at Osaic and previously spent 21 years at FSC Securities Corporation. He also operates a business under the name Diversified Financial Group. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm employs various tools and third-party services to construct diversified portfolios and offers both brokerage and investment advisory services.

Mark Aasen is a financial advisor with Osaic Wealth, Inc. He holds Series 65 and Series 66 licenses and has 24 years of industry experience. His prior work includes roles at Diversified Financial Advisory Group, FSC Securities, and Diversified Financial Group. Outside of his advisory work, he has served with the Pleasant Hill Fire Department since 2009. Osaic Wealth, Inc. serves a broad range of clients, including retail and institutional investors, offering integrated brokerage and advisory services supported by multiple platforms and third-party investment solutions. The firm employs a variety of portfolio construction tools and manages accounts on both discretionary and non-discretionary bases.