Jeremy Fortin is a financial advisor at Osaic Advisory Services, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Triad Advisors, Parkland Securities, and Securian Financial Services. Fortin is the owner of an LLC that assists accounting firms with building and testing Excel models for divorce-related cases. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Ralph Schroeder is a CFP® and ChFC® with 42 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. Outside of his advisory role, he serves as a trustee for multiple family trusts and manages a tree farm. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models and leveraging both proprietary and third-party platforms.

Joseph Gallemore is a financial advisor at Osaic Advisory Services, LLC with 21 years of industry experience and holds a Series 65 designation. His prior experience includes roles at Spire Investment Partners, LLC, Triad Advisors, and Triad Hybrid Solutions. He is also involved with Argent Bridge Advisors as director of research and consults on business exits to assist owners with growth and sale planning. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and third-party platforms to build and monitor client portfolios.

Kelly Kampstra is a CFP® with 13 years of industry experience. She is currently with Osaic Advisory Services, LLC and has held prior roles at Triad Hybrid Solutions, Triad Advisors, Geneos Wealth Management Inc, and Ferrara Kampstra. Kampstra serves as treasurer for the Adams County Library System, a local nonprofit organization. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and related services delivered through multiple program models with custody primarily through Schwab and Fidelity.

Barbara Million is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. Her prior roles include positions at Triad Advisors, Wells Fargo Clearing, and Merrill. She is the principal and CEO of Empower Wealth Management, where she provides wealth management, financial planning, and investment management services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms to build and monitor portfolios.

Joseph Cain is a financial advisor at Osaic Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for American Portfolios Financial Services, Inc. for 20 years. Outside of his advisory role, he operates SideGig.com and provides tax preparation services as an enrolled agent through Finest Financial Group. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement consulting, and access to alternative investments through multiple program models and partnerships with third-party platforms.

Louis Hery Jr. is a CFP® professional with 27 years of industry experience. He is currently with Osaic Advisory Services, LLC and has held prior roles at American Portfolios Financial Services, Inc. and Raymond James Financial Services Advisors Inc. Since 2012, he has served as a board member of Mt. Tabor Country Club. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and access to proprietary and third-party platforms.

Michael Gallion is a CFP® professional with 19 years of industry experience, currently serving at Osaic Advisory Services, LLC. He previously worked at Arbor Point Advisors and One Degree Advisors, Inc., among other firms. Gallion also teaches financial planning and investing courses at a local adult school in Poway, California. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, delivering these through multiple program models and utilizing both proprietary and third-party platforms.

Connie Stein Neff is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. Prior to joining Osaic in 2024, she worked for American Portfolios Financial Services, Inc. for 17 years. Outside of her advisory role, she has worked as a sales associate managing clearance merchandise. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting through multiple program models and a blend of proprietary and third-party platforms.

Debra Hendrickson is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and having 17 years of industry experience. She previously worked at Arbor Point Advisors and Securities America Inc for ten years. Hendrickson has been involved with Concordia Lutheran Schools of Omaha for over 15 years. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through multiple program models and utilizing both proprietary and third-party platforms.

John Griffin Jr. is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Arbor Point Advisors, Securities America Advisors, KMS Financial Services, Morgan Stanley, and Citigroup Global Markets. Beyond his advisory work, he serves as a board member of the Cortina Homeowners Association and is actively involved in organizing his high school reunion and coordinating a scholarship fund for North Salinas High School graduates. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, and nonprofits. The firm provides investment management, financial planning, retirement plan consulting, and related services through various program models, utilizing both proprietary and third-party platforms.

Deborah Johnson is a financial advisor at Osaic Advisory Services, LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Triad Hybrid Solutions, Triad Advisors, and Voya Financial Advisors. Outside of her advisory role, she serves as a notary public in South Carolina. Osaic Advisory Services is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs multiple program models, utilizing both proprietary and third-party platforms for portfolio management.

Anu Sharma is a financial advisor at Osaic Advisory Services, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley. Sharma is also the principal and founder of Rivertown Investment Advisor, a sole proprietorship focused on financial planning and portfolio management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services including investment management, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a mix of proprietary and third-party platforms.

Daniel Bonder is a CFP® professional with 32 years of experience, currently affiliated with Osaic Advisory Services, LLC. His prior experience includes roles at Arbor Point Advisors, Securities America, Inc., Beacon Financial Advisory, and Capital Analysts, Inc. Bonder is also an attorney who provides estate planning advice. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and lending solutions, utilizing multiple program models with custody primarily through Schwab and Fidelity.

Lisa Pierson is a financial advisor with Osaic Advisory Services, LLC and holds a Series 66 credential. She has 15 years of industry experience, having previously worked at Arbor Point Advisors and Securities America Advisors, Inc. In addition to her advisory role, she serves as a deacon at Sequim Community Church. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting across multiple program models, utilizing both proprietary and third-party platforms.

Clayton Toner is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and one year of industry experience. His career background includes roles at Osaic Wealth, Legacy Advisory Group, and non-financial positions such as at College Movers & Junk Hauling and Doordash. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and related services through various program models, utilizing proprietary and third-party platforms.

Natalie Brent is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. Her prior roles include positions at Cetera Advisors LLC, SageView Advisory Group, First Allied Securities, and Bloomfield Hills Financial. She is manager and owner of Bloomfield Hills Advisory, a wealth management firm providing financial planning, retirement planning, and wealth management services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and delivers services such as investment management, retirement plan consulting, and donor-advised fund advisory, utilizing multiple platforms and custodians to accommodate client needs.

David Hudson is a financial advisor with Osaic Advisory Services, LLC, holding the PFS™ and Series 63 designations and bringing 23 years of industry experience. His prior roles include long-term tenures at Money Concepts Capital Corp and Triad Advisors, alongside his ongoing leadership of Legacy Consulting Group, LLC, a CPA and tax consulting firm. Outside of advisory work, he serves on the board of the Curious Edge Foundation, an organization focused on educational programs and development. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and nonprofits. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, deploying multiple program models and utilizing both proprietary and third-party platforms for portfolio management.

Karl Moore is a financial advisor with Osaic Advisory Services, LLC, holding Series 63, 65, and 66 designations and bringing 30 years of industry experience. His prior roles include positions at Triad Hybrid Solutions and Northwestern Mutual, as well as managing Moore Wealth Management, L.L.C. for 17 years. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through multiple program models and using both proprietary and third-party platforms.

Louis Nazzaro Jr. is a financial advisor with Osaic Advisory Services, LLC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He worked at American Portfolios from 2006 to 2024 before joining Osaic. He is involved with Rotary of Denver as a volunteer. Osaic Advisory Services is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager selection, delivering advisory programs through multiple models with custody primarily arranged through Schwab and Fidelity.