St Louis Park, MN Minnetonka Blvd Office

Chris Andryski is a financial advisor at Osaic with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Securities America Advisors and Securities America Inc. Additionally, he is involved in tax preparation services through Minnesota Financial Solutions, LLC. Osaic Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing various strategies including discretionary Unified Managed Accounts and third-party money managers.

Robert Starkey is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Securities America Advisors, Securities America, Inc., and SII Investments. In addition to his advisory role, he is licensed as an insurance agent. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation and portfolio optimization within a multi-advisor platform.

Chris Beck is a financial advisor at Osaic with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors and Ameriprise. In addition to his advisory role, he has been involved in insurance sales. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with tools for portfolio optimization and risk management.

Jonathan Halvorson is a CFP® with 20 years of industry experience, currently serving as an advisor at OSAIC since 2024. He previously worked for Securities America Advisors and Securities America Inc. for a decade, and held a position at Raymond James Financial in 2011. Outside of his advisory role, he is president of JMark Financial LLC, an entity used for receiving advisory compensation and office rental purposes. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services. The firm employs a model-based investment process featuring asset allocation, portfolio optimization, and a range of managed account programs through a multi-advisor platform.

Peter Zvanovec is a CFP® with 16 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Securities America Advisors, Inc. and Securities America Inc. from 2009 to 2024. Outside of advisory work, he is involved in selling insurance products and serves as president of Zvanovec Financial Services. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process featuring asset allocation optimization, discretionary management options, and access to third-party money managers and alternative investments.

Rochelle Slattery is a financial advisor at Osaic with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and Arbor Point Advisors. In addition to her advisory role, she serves as an OSJ Principal, supervising representatives in both investment and insurance sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and the use of both proprietary and third-party investment strategies.

Timothy Johanson is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at firms including UBS Financial Services and RBC Capital Markets. Outside of advising, he serves as a commodities trading advisor for Marex and coaches at a local pickleball club. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services tailored through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, delivering customizable investment strategies supported by various programs and affiliated relationships.

Todd Terhorst is a financial advisor at OSAIC with 32 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Arbor Point Advisors and Securities America Advisors, Inc. Outside of advisory services, he is a guitar player in a band called Empty Attic. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management. The firm supports various client types, from individual investors to charities and corporate clients, emphasizing asset allocation and portfolio optimization.

Matthew Christensen is a financial advisor at OSAIC in St Louis Park, MN, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Baker Tilly and Biotechne. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various program options and third-party managers.

Gregory Bowar is a financial advisor at OSAIC with 19 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior experience includes roles at Securities America Advisors and Investment Centers of America. Outside of advisory work, he consults on the relocation of server infrastructure for businesses. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm uses a model-based investment approach with portfolio optimization and offers a range of advisory and brokerage services through a multi-advisor platform.

Martin Gorman is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Allianz Life Insurance Company of North America, and PricewaterhouseCoopers. In addition to his advisory role, he owns a tax planning and preparation firm, Proelium Capital LLC, and is involved in the sale of life and variable life insurance products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

Craig Senn is a financial advisor with Osaic, holding a Series 63 designation and bringing 30 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America Inc. for 15 years. Outside of his advisory role, he is involved in insurance sales, focusing on fixed insurance products related to clients’ financial strategies. Osaic Wealth serves a diverse client base, including retail and institutional investors, retirement plans, charities, and corporations. The firm provides brokerage and advisory services employing model-based asset allocation and portfolio optimization, offering a range of managed accounts and third-party manager programs.

Jonathan Rice is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors and Questar Capital Corporation. Outside of his advisory work, he is the owner of JVR Management, an LLC used solely as a tax entity. OSAIC Wealth serves a diverse clientele including retail and institutional investors, offering brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation, portfolio optimization, and a range of managed account programs.