Fargo, ND 32nd Ave S Office

Cynthia Fason is a financial advisor with Osaic Wealth, Inc. She holds Series 63 and Series 65 credentials and has 27 years of industry experience. Prior to joining Osaic in 2024, she worked at Securities America Advisors and Equitable Advisors. Outside of her advisory role, she is involved in a family farm partnership, assisting with farm management decisions. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct and manage diversified portfolios.

Bradley Novak is a CFP®-certified financial advisor with 23 years of industry experience. He currently works at OSAIC and previously spent nine years at Securities America Advisors. Novak serves as a finance council member for Blessed Sacrament Church, advising on budgetary matters. OSAIC 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 investment advisory services through multiple platforms, utilizing asset-allocation tools and a broad range of investment options.

Holly Gruba is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 11 years of industry experience. Prior to joining OSAIC in 2024, she worked at Securities America Advisors from 2016 to 2024 and was associated with SECURITIES AMERICA, inc. from 2015 to 2024. She also provides administrative support to another financial professional and serves as a notary for client documents. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of brokerage and advisory services and employs tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes.

Jeffrey Grewe is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked with OSAIC since 2024 and previously spent nine years at Securities America Advisors and Securities America Inc. Grewe serves as a board member and vice president of the NDBA Foundation, participating in community events. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through extensive adviser networks and employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to create diversified portfolios across multiple asset classes.

Trevor Anderson is a financial advisor with OSAIC in Fargo, ND, holding a Series 66 credential and bringing 13 years of industry experience. His prior roles include positions at Securities America Advisors, LPL Financial, and National Planning Corporation. He also owns a fixed insurance business selling term, universal, indexed universal life, and annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services along with access to third-party money managers and managed-account solutions.