Kerri Spielman

Kurt Haberer is a financial advisor with Raymond James Financial, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Raymond James Financial Services since 2021 and has a background in insurance and financial services dating back to 2000. Outside of his advisory role, he serves on the Clay County Educational Endowment Association and the City of Clay Center Planning Commission and Board of Zoning Appeals. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by research and outside managers, frequently acting in an advisory and implementation-support capacity rather than as a delegated manager.

Jacob Lohrmeyer is a financial advisor at OSAIC with a Series 66 credential and recent industry entry beginning in 2024. Prior to his advisory role, he worked in healthcare and other industries, including positions at Clay County Medical Center and Epic Vision Eye Centers. He serves as Vice President of the Rotary Club of Clay Center and is a board member of A Mural Movement of Clay Center, a local nonprofit organization. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven asset allocation and portfolio management tools, and it operates one of the largest networks of financial advisors in the industry.

Jill Mugler is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has previously worked at Securities America Advisors, Investacorp Advisory Services, and Investacorp Inc. Outside of her advisory role, she is a member of Rotary International’s Clay Center chapter and serves on the board of the Clay Center Community Improvement Foundation. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by tools such as risk-tolerance questionnaires, asset-allocation software, and portfolio optimization, managing accounts across multiple custodial platforms and providing access to third-party money managers and alternative investments.