Omaha, NE Oak Drive Office

Dustin Formanack is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at Securities America Advisors and Mutual of Omaha Investor Services. Outside of advisory work, he is involved in managing insurance and health product services as a managing director and owns an insurance brokerage. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Christopher O'Connell is a financial advisor with Osaic Wealth, Inc. based in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Securities America Advisors and Mutual of Omaha. Outside of advisory work, he is president of a family lumber yard business and also oversees an insurance brokerage operation. 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 affiliated advisers. The firm offers integrated brokerage and advisory services and employs various asset-allocation tools, automated rebalancing, and access to third-party money managers to manage portfolios across multiple asset classes.

Kristen Kratochvil is a financial advisor with OSAIC based in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Her career includes prior roles at Securities America, Inc. and Mutual of Omaha. She serves as treasurer for the nonprofit Bags of Fun Omaha, where she manages reporting on funds raised at charity events. OSAIC serves a diverse range of clients including retail and institutional investors through a large network of affiliated advisors and provides integrated brokerage, advisory, and financial planning services supported by advanced asset-allocation tools and third-party investment platforms.

Ryan O'Connell is a Series 66-credentialed financial advisor with OSAIC, based in Omaha, NE. He has been with OSAIC since 2025 and has prior experience in various roles at firms including Futurity First and Net Par - Omaha. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisors. The firm provides integrated brokerage and investment advisory services, employing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to manage portfolios across multiple asset classes.

Lawrence Sanfilippo is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Alliant Retirement Services, Securities America, Lincoln Financial Advisors, and AXA Advisors. Sanfilippo also consults on governmental retirement plans and is involved in group health insurance and fixed insurance sales. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering integrated advisory and brokerage services through a broad network of affiliated financial advisers. The firm employs various asset-allocation tools and third-party platforms to deliver comprehensive portfolio management solutions.

Trey Wilbeck is a financial advisor at Osaic Wealth, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at John Hancock and American National Bank. Outside of advising, he works as a life and health insurance broker and manages a single-family rental property in Lincoln, NE. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors and multiple advisory platforms. The firm utilizes asset-allocation tools and third-party services to offer integrated brokerage, investment advisory, financial planning, and managed portfolio solutions.

Anthony Sueck is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and 16 years of industry experience. He previously worked at Equitable Advisors for 15 years and at Securities America Advisors for four years. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to offer diversified portfolio management options.

Douglas Tsoka Jr. is a financial advisor at OSAIC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Securities America Advisors, Pacific Life Insurance Company, and Resource Pro. Outside of his advisory role, he oversees sales and recruitment for agents on an insurance brokerage platform. OSAIC 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, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across various investment types.

Kyle Charles is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, LINCOLN FINANCIAL ADVISORS Corporation, and AXA Advisors, LLC. He is also involved in general insurance sales through a related business activity. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various portfolio construction tools and supports both discretionary and non-discretionary account management.

Matthew Maryott is a financial advisor at Osaic with 17 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Mutual of Omaha and Securities America Advisors. Maryott also operates a side business under the name Lifetime Retirement Partners. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct diversified portfolios.