South Jordan, UT South Jordan Gateway Office

Tyler Ehninger is a CFP® professional with four years of industry experience, currently serving as a financial advisor at OSAIC since 2022. He has previous experience at Royal Alliance Associates, Ameriprise Financial, Water Quest, and Escapes in Time. Outside of his advisory role, he assists other advisors with financial planning tasks and insurance services through a director position at NTEGRATED FINANCIAL GROUP. OSAIC serves a diverse client base including individual, high-net-worth, corporate, pension, and charitable clients with integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and offers portfolios managed across multiple strategies, supporting both discretionary and non-discretionary accounts.

Casey Kotter is a CFP® with 22 years of industry experience and has been with OSAIC since 2013. He holds the Series 66 designation and serves as a partner and CFO of Integrated Financial Group, an LLC focused on financial and investment planning. Kotter is also involved in managing his wife’s psychology practice through business and marketing planning support. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of financial advisers. The firm offers integrated brokerage and advisory services, using advanced asset-allocation tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Quinn Ringer is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. He has worked at OSAIC since 2021 and previously held roles at Integrated Financial Group and Bank of America Merrill Lynch. Outside of advising, he is the sole member of a consulting LLC established for tax planning purposes and also writes term life insurance policies when clients have a need. OSAIC serves a broad range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios tailored to client preferences.

Les Barber Jr. is a financial advisor with OSAIC based in South Jordan, Utah, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at Royal Alliance since 2013 and is a partner at Integrated Financial Group, where he is involved in offering insurance and related financial products. Barber also holds leadership and ownership roles in other business entities related to tax planning and asset protection. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage and advisory services, financial planning, and access to third-party investment managers. The firm employs various asset-allocation tools and supports multiple investment platforms and legacy accounts.

Joshua Harper is a financial advisor with OSAIC who holds a Series 66 designation and has 20 years of industry experience. He has been with Integrated Financial Group and OSAIC since 2013. Outside of his advisory role, he is involved with the Family Forge Initiative, a nonprofit organization focused on charitable giving within the community. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and corporate clients by offering integrated brokerage and investment advisory services, financial planning, and retirement plan consulting. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage a broad range of investment portfolios, supporting both discretionary and non-discretionary account management.

Cortney Albanese is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. She has been with OSAIC since 2013. Outside of her advisory role, she manages Albane Consulting LLC, an LLC established for her personal tax strategies. OSAIC serves a broad client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Mana Angilau is a financial advisor with Osaic, holding CFP® and Series 66 credentials and five years of industry experience. She has been with Osaic since 2020 and also holds a role at Integrated Financial Group. Angilau has been involved in academia, working with Brigham Young University and Utah Valley University since 2015. Osaic Wealth, Inc. serves a broad mix 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 advanced asset-allocation tools and third-party solutions to construct diversified portfolios for individual and high-net-worth investors, institutions, and charitable organizations.

Steven Fullmer is a financial advisor with OSAIC who holds a Series 63 designation and has 39 years of industry experience. He has been associated with Royal Alliance since 2013. Outside of his advisory role, he is a managing member of several entities, including ALISANDRA, LLC, which manages his personal investments. OSAIC serves a diverse clientele ranging from individual and high-net-worth investors to institutional clients such as pension plans and charitable organizations. The firm provides a wide array of services including brokerage, investment advisory, financial planning, and access to various third-party money managers through multiple advisory platforms.

Brooks Ringer is a financial advisor at OSAIC with a Series 66 designation and no prior industry experience. His background includes working at Nike and Dicks Sporting Goods, as well as involvement with Rocky Mountain Gunslingers QB Training. He has also spent ten years in full education at the high school and university levels. OSAIC serves a diverse group of clients, 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, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios consisting of various asset classes.

Samuel Clark is a financial advisor with OSAIC based in South Jordan, Utah. He holds Series 63 and Series 65 registrations and has 34 years of industry experience. Clark has been with OSAIC since 2013 and is a partner in Integrated Financial Group, where he helps with the preparation and sale of annuities, life insurance, long-term care, and disability insurance. He also serves as president of S-Clark Consulting, a corporation focused on his personal financial planning. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.