Jordan Zimmerman is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked previously with Ameriprise Financial Services and Securities America Advisors. His background also includes roles outside the financial sector, including a position with the Los Angeles Angels of Anaheim. OSAIC 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, financial planning, retirement plan consulting, and access to third-party money managers, using firm-provided tools such as asset-allocation models and automated rebalancing to construct diversified portfolios.

Matthew Schroeder is a financial advisor at Osaic with two years of industry experience. He previously worked at Securities America, Inc. and spent eight years at Vantiva. In addition to his advisory role, he coaches pole vault for the track and field teams at Winona Senior High School and Saint Mary’s University of Minnesota. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a broad network of advisors and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Dylan Lisitza is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has previously worked at Finnacial Services of Winona and Foundation Finance. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Mark Swenson is a Series 66-credentialed financial advisor with six years of industry experience, currently serving clients at Osaic. His prior roles include positions at Securities America Advisors, Edward Jones, and Dynamic Lifecycle Innovations. Outside of his advisory work, he is an elected school board member for Houston School District 294 and serves on the board of the Minnesota Rural Education Association. He also co-manages a family farm in Minnesota. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various investment platforms and third-party managers to construct portfolios tailored to clients’ risk tolerances and preferences.

Phillip Anderson is a financial advisor with OSAIC in Winona, MN, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 40 years of industry experience, including prior roles at Securities America Advisors and Ameriprise Financial Services. Outside of his advisory work, he owns a building used for his practice and leases office space to local attorneys. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services with an emphasis on asset allocation, risk management, and access to third-party managed accounts.