Cedar Rapids, IA Second Street SE Office

Kelly Steele is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2018, following prior roles at Signator Investors, Inc. and his own firm, Steele Wealth Management, Inc. In addition to his financial advisory work, he practices law, representing clients in criminal and juvenile matters. He also serves as chair of the Rotary Champions Board in Colorado Springs, which organizes a yearly scholarship ceremony for student-athletes. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers and wrap programs.

Isabella Steele is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Osaic Wealth, Steele Wealth Management, and The Vanguard Group, among others. Outside of her advisory work, she has also been involved in membership services at Mountainside Fitness. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm supports multiple advisory platforms and uses a range of tools and investment strategies to construct portfolios tailored to client risk tolerance and preferences.

James Mcpartland is a financial advisor at Osaic with 38 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Osaic, he worked for Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for ten years. Outside of his advisory role, he is a licensed insurance agent selling life insurance, disability insurance, and fixed annuities through TrueNorth Companies. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes and supports various advisory platforms and transition programs.

Calista Bergstrom is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. She holds the Series 66 designation and has prior experience at Ameriprise and U.S. Nameplate. In addition to her advisory role, she works as a licensed insurance agent with Kansas City Life and assists clients aged 65 and older with Medicare enrollment through Senior Market Sales. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes on a discretionary or non-discretionary basis.

Donna Jenkins is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and VOYA Financial Advisors. Outside of her advisory role, she operates a Medicare insurance business through her LLC and serves as a general agent assisting with Medicare plans. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple platforms. The firm employs advanced asset-allocation tools and supports a range of portfolio management options including third-party money managers and wrap programs.