Jodie Borlaug is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at OSAIC since 2023 and was previously with SagePoint Financial, Inc. for ten years and Next Financial Group, Inc. for three years. Outside of advisory work, she is involved in offering Medicare insurance plans and various insurance products through multiple agencies and her own sole proprietorship. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, providing brokerage and advisory services supported by model-based asset allocation and portfolio optimization. The firm is notable for its scale, extensive affiliate network, and recent consolidation activity.

Robert Peterson Jr. is a CFP®-certified financial advisor at OSAIC with 37 years of industry experience. He has previously worked at Securities America Advisors, Securities America, Inc., and INVEST Financial Corp. Outside of his advisory role, he is involved in brokering traditional and fixed insurance products through multiple local brokerages. Osaic Wealth serves a diverse client base, including retail and institutional investors, offering a broad range of brokerage and advisory services. The firm employs a model-based investment process with various portfolio management options and is notable for its scale, affiliate network, and private-equity ownership.