Sandra Korbel is a CFP® professional with 14 years of industry experience. She currently works at OSAIC Institutions, INC. and has held roles at Infinex Investments, Inc. and Alerus-related entities over the past decade. She also serves as a Wealth Management Officer with Alerus Financial, managing customer accounts under trust powers and assisting with financial planning. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services and operates a hybrid adviser/broker-dealer model with access to alternative investments and a lending marketplace.

Sean Sather is a CFP® with 16 years of industry experience, currently serving as a senior financial advisor at OSAIC Institutions, Inc. and Alerus Financial since 2019. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Investments, LLC. He is based in Fargo, ND, and his activities include planning and advising for accounts managed under trust powers. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure.

Erik Fischer is a financial advisor with OSAIC Institutions, Inc. and holds a Series 66 designation. He has four years of industry experience, including prior roles at UBS Financial Services and Thrivent Investment Management. Erik is based in Fargo, ND. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a broad network of investment adviser representatives. The firm offers customized advisory services and employs a hybrid adviser/broker-dealer model, combining discretionary and non-discretionary accounts with access to alternative investments and lending solutions.

Trevor Mathew is a financial advisor at OSAIC Institutions, INC. with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Infinex Investments, Alerus, Thrivent Financial, and Choice Financial Group. Mathew serves on the board of directors for the Fargo Theatre, a nonprofit art house and live event venue listed on the National Register of Historic Places. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a network of investment adviser representatives, combining discretionary and non-discretionary account management with access to alternative investments and lending solutions.

Rebecca Walen is a CFP® professional at OSAIC Institutions, Inc. in Fargo, ND, with one year of industry experience. She previously worked at Bell Bank for ten years, followed by roles at Bremer Bank, Thoreson Steffes Trust Company, and Alerus Financial before joining OSAIC Institutions. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.