Robert Sandberg is a CFP® with 28 years of industry experience and is currently affiliated with Osaic Advisory Services, LLC. His prior roles include positions at Arbor Point Advisors and Verus Capital Partners, among others. He is the president and owner of Freedom Point Financial, which provides branding, marketing, and business consulting services to insurance agents and registered representatives. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a variety of clients, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers comprehensive investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Marie Seabury is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. Her prior experience includes roles at Arbor Point Advisors, Securities America Inc, Verus Capital Partners LLC, SagePoint Financial, and Keeler Thomas Inc. Outside of her advisory work, she owns a business that makes handmade hair bows. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporations, and nonprofits. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms to build and monitor client portfolios.