Mark Anderson is a CFP® with 15 years of industry experience, currently affiliated with Osaic Institutions, Inc. His career includes roles at Infinex Investments, Alerus, U.S. Bancorp Investments, and U.S. Bank. Osaic Institutions, Inc. is an SEC-registered investment adviser serving high-net-worth individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary assets under management.

Paul Wick is a CFA® charterholder with 11 years of industry experience, currently serving at OSAIC Institutions, Inc. He previously worked at intellicents investment solutions inc and intellicents inc for 14 years. Wick is a board and investment committee member of the Laker Education Foundation, a nonprofit that supports educational grants for Prior Lake Savage schools, where he also serves as treasurer. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm provides customized advisory and financial planning services with a hybrid adviser/broker-dealer structure, offering access to alternative investments and lending solutions.

Nathan Moen is a CFP® professional with 11 years of industry experience. He is currently with OSAIC Institutions, Inc. and has previously worked at Alerus, Moen Insurance Group, The Oak Ridge Financial Services Group, and Ameriprise Financial Services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement 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 a hybrid adviser and broker-dealer model with both discretionary and non-discretionary account management.