Sarah Green Robinson is a financial advisor at Osaic Advisory Services, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Inc. and FSC Securities Corporation. Outside of her advisory role, she serves as an assistant coach for the girls' basketball team at Westridge Elementary and provides bookkeeping support for her family’s farm. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Blake Fortune is a financial advisor with Osaic Advisory Services, LLC and holds a Series 65 designation. He has one year of industry experience and has previously worked at GCG Wealth Management and held teaching positions at the University of Central Florida and Fort Myers High School. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a combination of proprietary guidance and third-party platforms.

David Leavitt is a financial advisor with Osaic Advisory Services, LLC, holding 27 years of industry experience. His prior roles include positions at Arbor Point Advisors and Cedar Brook Financial. He serves as an executive board member and past president of Congregation Shaarey Tikvah. 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 variety of advisory programs and investment services, utilizing both proprietary and third-party platforms.

Morgan Holmes is a Series 66-licensed financial advisor at Osaic Advisory Services, LLC with four years of industry experience. His prior roles include positions at Merrill, CRC Insurance, and 20/20 Wealth Management Group. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a combination of proprietary guidance and third-party platforms.

Randy Kruse is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and four years of industry experience. He previously worked at Edward Jones for four years and has experience in various roles outside finance, including positions at Bon Appetit Management Company and companies in the metal roof and electrical systems industries. Osaic Advisory Services is an SEC-registered investment adviser serving a broad client base that includes individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services, utilizing multiple program models and third-party platforms to build and monitor client portfolios.

Steven Morse is a CFP® professional with over 36 years of experience in financial planning and investment advisory. He is currently with Osaic Advisory Services, LLC, having previously worked at SIGMA Financial Corporation and operated his own firms for several decades. Outside of advisory work, he is president of Steven Morse & Company, providing tax planning and preparation services, and holds a licensed insurance agent role for life insurance and fixed annuities. Osaic Advisory Services, LLC serves a broad client base including individuals, pension plans, corporations, and charitable entities, offering investment management, financial planning, retirement consulting, and related services. The firm employs multiple program models and uses a combination of proprietary and third-party platforms to build and monitor client portfolios.

Jakob Hollingshaus is a financial advisor with Osaic Advisory Services, LLC and holds a Series 66 designation. He has one year of industry experience and has worked in various advisory and assistant roles, including at RAS Financial Services and Osaic Wealth Inc. Prior to his financial services career, he held educational positions at multiple schools and universities. Osaic Advisory Services, LLC serves a diverse clientele including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Charles Maher Jr. is a CFP® with 40 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His career includes roles at Wilbanks Securities Advisory, Cabot Lodge Securities LLC, and Visions, Inc. Outside the advisory business, he serves as president of Colorado Financial Network, Inc., managing business expenses and corporate accounting. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm offers a range of investment and consulting services through multiple program models, utilizing both proprietary and third-party platforms for portfolio management.

Alan Schmidt is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Woodbury Financial Services, Bank of America, Merrill, and U.S. Bancorp Investments. Outside of advising, he is involved in remodeling sales with Dreamstyle Remodeling and owns a life insurance business focused on client needs and policy setup. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base ranging from individuals and high-net-worth clients to pension plans, corporations, and charitable organizations. The firm offers a variety of investment and financial planning services delivered through multiple program models, utilizing proprietary and third-party platforms to manage and monitor client portfolios.

Albert Jansen Jr. is a financial advisor at Osaic Advisory Services, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Arbor Point Advisors, Securities America, UBS Financial Services, and Summit Financial Group. Outside of advisory work, he owns a tax and accounting consulting practice. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers various investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Larry Hughes is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and bringing 32 years of industry experience. His prior roles include 17 years at American Portfolios and over two decades at Nathan & Lewis Securities, Inc. Outside of advisory work, he is a fixed annuity specialist with Daniels Financial Services, where he reviews fixed insurance policies for clients. 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 broad range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to tailor portfolios to client needs.

David Michalk is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 22 years of industry experience, including roles at Thrivent Investment Management, Waterway Wealth Management, L.L.C., and Triad Hybrid Solutions. Outside of his advisory work, he serves as president of the Alta Vista Town Home Owner Association and holds leadership roles in nonprofit organizations such as the Folds of Honor-New Mexico Chapter and the New Mexico Lutheran Association. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, using a combination of proprietary and third-party platforms.

Olivia Rice is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Osaic in 2024, she worked at Securities America, Inc. from 2022 to 2024 and served for seven years with the Terrell Independent School District. She is also a director and contact worker for the Terrell Independent School District Excellence Foundation, a nonprofit focused on education. 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 governmental 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 platforms such as Envestnet and Ladenburg Thalmann Asset Management.

Roberta Daugherty is a financial advisor at Osaic Advisory Services, LLC with 24 years of industry experience. She holds CFP® and ChFC® designations, along with a Series 66 license. Her previous roles include nearly two decades at Ameriprise Financial Services, Inc. and more recent positions with Triad Advisors and Triad Hybrid Solutions. She is involved in team financial planning practice Life Well Lived Financial Group and is a shareholder in Growth Partnership LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and nonprofit organizations. The firm offers a broad range of services, including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a mix of proprietary and third-party platforms.

Roberto Blanco is a financial advisor with Osaic Advisory Services, LLC in El Paso, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, M Holdings Securities, Inc., and Strategic Wealth Advisors, where he has also managed his own wealth management practices. Outside of advisory work, he is the chair of Workforce Solutions Borderplex, a Texas-based nonprofit, and is involved in community leadership through his board membership at Calvary Chapel Sun City. Additionally, he is a musician who donates all proceeds from his original music streaming to charity. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm offers a range of investment and financial planning services delivered through various program models, utilizing proprietary and third-party platforms to construct and monitor client portfolios.

Nathan Lee is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Osaic Advisory Services, LLC and has prior experience at firms including Triad Advisors, Bank of America, and Merrill. Outside of his advisory role, Lee is president of Riverside Digital LLC, a company that acquires digital assets for long-term capital appreciation and income, and he operates a YouTube channel approved through Osaic’s compliance process. 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 offers a range of investment management and financial planning services delivered through multiple program models, utilizing proprietary guidance and third-party platforms.

Maggie Guenter is a financial advisor at Osaic Advisory Services, LLC with six years of industry experience. She holds a Series 66 designation and has worked with firms including Arbor Point Advisors and Securities America. Outside of her advisory work, she has been involved with several businesses such as Jolyn and Melalueca for multiple years. Osaic Advisory Services, LLC provides investment management and financial planning services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with custody and execution primarily through Schwab and Fidelity, utilizing both proprietary and third-party platforms for portfolio management.

Michael Papa is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Spire Investment Partners, Triad Advisors, and United Capital Financial Advisers. He is also the owner of PAPA Wealth Management LLC and works as an independent fixed insurance agent. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary guidance and third-party platforms.

Thomas Curtin is a financial advisor at Osaic Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Arbor Point Advisors, Securities America, Inc., and Hammond Iles Wealth Advisors. Outside of his advisory role, Curtin is also a licensed independent insurance agent. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension 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 advisory program models and custody primarily through Schwab and Fidelity.

Ryan Weier is a financial advisor with Osaic Advisory Services, LLC and holds a Series 66 designation. He has 17 years of industry experience and has been with Osaic since 2024. Outside of advisory work, he serves as a board member for the Winter Park Ranch Water Department and holds guest services and hospitality roles at Winter Park Resort. Osaic Advisory Services 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 investment management and financial planning services delivered through multiple program models, with portfolios managed using proprietary guidance and third-party platforms.