Dakota Dunes, SD Oak Tree Lane Office

Mary Sterk is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 29 years of industry experience. She worked at Woodbury Financial Services for 27 years prior to joining OSAIC in 2024. Outside of her advisory role, she is involved in motivational speaking and is an author of books she sells independently. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisors and offers integrated brokerage, advisory services, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple platforms and third-party solutions for portfolio management.

Amy Heaton is a Series 66-licensed financial advisor at Osaic with two years of industry experience. She is also a partner and COO at Sterk Financial Services, where she has worked since 2007. Amy serves on the Pelican Ridge Lot Owners Association board in Arnolds Park, Iowa, and is a member of Osaic's Women’s Advisory Board, which focuses on advancing women in the financial industry. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across a wide range of investment types.

Julianne Chadwick is a financial advisor at OSAIC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Sterk Financial Services and Woodbury Financial Services. In addition to her advisory role, she is involved in insurance and employee benefits sales through Sterk Financial Services. OSAIC serves a broad range of retail and institutional clients with integrated brokerage and investment advisory services, employing various portfolio construction tools and offering access to third-party money managers and managed-account solutions.

Cole Horacek is a financial advisor at Osaic Wealth Inc. He holds a Series 66 designation and has recent experience at firms including Wells Fargo and First Interstate Bank. Outside of advising, he also works with Sterk Financial Services in a client service capacity focused on fixed annuities and non-variable insurance. Osaic Wealth Inc. serves a diverse range of retail and institutional clients and offers integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to construct portfolios across multiple asset classes, supporting both discretionary and non-discretionary management.

Jordan Ireland is a financial advisor with Osaic Wealth, Inc. based in Dakota Dunes, SD. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including roles at Prudential Insurance Company of America and Princor Financial Services Corp. Ireland serves as a board member for the Siouxland Humane Society and the Unity Point Health Foundation, and he is involved with the Sergeant Bluff Community Foundation. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers. The firm offers integrated financial services and employs asset-allocation tools and third-party solutions to construct portfolios across a range of investment types.

Jodi Lamprecht is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley for 12 years and Woodbury Financial Services Inc for 3 years. Outside of her advisory role, she has worked as a client service specialist at Sterk Financial Services, assisting with client paperwork and financial professional support. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools and third-party money managers to construct portfolios across various asset classes, managed on discretionary or non-discretionary bases.