Darien, IL Office

Brian Page is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services from 2015 to 2024. He is also involved with Kiefer Financial Group, a joint financial advisory business. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Anna Bertha Stepanovic is a financial advisor at Osaic with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services Inc for nine years. She is also president of Plenitud, Inc., an S corporation through which she receives residual insurance payments. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, offering brokerage, investment advisory, financial planning, and retirement consulting services. The firm provides diversified portfolio management using various asset-allocation tools and supports multiple advisory platforms and third-party solutions.

Brian Kiefer is a financial advisor at Osaic Wealth, Inc. with 27 years of industry experience. He holds a Series 66 credential and previously worked at Woodbury Financial Services Inc for nine years. Kiefer is president of Kiefer Financial Group, where he writes life insurance and disability insurance for businesses and individuals. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and financial planning. The firm uses firm-provided asset-allocation tools and multiple advisory platforms to construct diversified portfolios tailored to client risk tolerances.

Charles Poindexter II is a financial advisor at Osaic Wealth, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors and Woodbury Financial Services. He is also involved with Northpoint Financial Group in a marketing capacity. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools and access to third-party managers, supporting both discretionary and non-discretionary account management.

Colin Vorreyer is a financial advisor with OSAIC who holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Northpoint Financial Group and several years at the University of Wisconsin - Whitewater and Downers Grove South. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisors and advisory platforms. The firm provides integrated brokerage and investment advisory services with a range of portfolio management tools and access to third-party money managers and wrap programs.