Bend, OR Village Office Court Office

Stephen Carroll is a CFP® with 31 years of industry experience, currently serving at OSAIC since 2023. He previously worked at Fsc from 2021 to 2023 and Ameriprise Financial Services, Inc. from 2011 to 2021. Outside of his advisory role, Carroll owns Carroll Enterprises LLC, a business managing expenses related to his financial advisory practice. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios and supports multiple advisory platforms and legacy account transitions.

Christina Thiele is a financial advisor at OSAIC with 22 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Fsc Securities Corp for seven years. In addition to her advisory work, she serves in office management and registered assistant roles within related investment entities. OSAIC serves a diverse client base including retail, high-net-worth, institutional, and charitable investors, offering integrated brokerage, advisory services, and multiple portfolio management solutions. The firm employs a variety of asset allocation tools and supports discretionary and non-discretionary account management across a broad range of investment products.

Jeffery Harding is a financial advisor at Osaic Wealth, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Harding is also a member of Harding Capital Management, an LLC involved in administrative and portfolio management activities. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to construct portfolios across multiple asset classes and management styles.

Regan Ertle is a financial advisor at Osaic with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Sagepoint Financial, Inc., United Financial NW, and PlanMember Securities Corporation. He is also the owner of Regan Ertle Financial, a sole proprietorship that engages in the sale of term insurance and fixed annuities. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a variety of asset-allocation tools and third-party platforms to construct diversified portfolios for individual and high-net-worth investors, pension plans, corporations, and charitable organizations.

David Thiele is a financial advisor with OSAIC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Fsc Securities Corp for seven years before joining OSAIC in 2023. Outside of his advisory role, he is the owner and CEO of Undefined Gridlines Inc., which manages advisor business operations and communications. OSAIC serves a diverse client base, including individuals, high-net-worth investors, and institutions, offering a range of brokerage and advisory services. The firm employs various asset-allocation tools and third-party platforms to manage portfolios that incorporate multiple asset classes and investment strategies.

William Lawler III is a CFP® with 26 years of industry experience, currently serving at OSAIC since 2023. He previously worked at Ameriprise Financial Services, Inc. for 21 years and has also been affiliated with Fsc since 2021. Outside of his advisory role, Lawler performs as a piano player in a local band. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and multiple advisory platforms, with a complex corporate structure shaped by multiple mergers and private-equity ownership.