Trent Yost is a financial advisor at Osaic Advisory Services, LLC with 27 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Arbor Point Advisors, Securities America Advisors, and Cetera Advisors. Outside of his advisory role, Yost serves as the program chair for NAIFA Idaho, where he helps plan educational events for members. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models with portfolios managed via proprietary guidance and third-party platforms.

William Hanf is a financial advisor at Osaic Advisory Services, LLC with 25 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 21 years before joining Osaic in 2024. Hanf serves on the board of Central Texas Artisans, a nonprofit community art organization. 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 investment management, financial planning, retirement plan consulting, and related services through multiple advisory program models, utilizing both proprietary and third-party platforms.

Jennifer Jensen is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include long tenures at Sigma Financial Corporation and Parkland Securities. Outside of her advisory work, she owns Jen Bacarella Photography as a personal hobby and serves on the board of a local non-profit supporting Saline High School’s track team. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory solutions through multiple program models with portfolios managed via proprietary guidance and third-party platforms.

Stanley Robare is a CFP® accredited financial advisor with 17 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His prior roles include positions at Triad Hybrid Solutions and Triad Advisors, Inc., where he worked for over a decade. He also operates The Robare Group, an investment-related business focused on asset allocation, manager research, and client reviews. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing a mix of proprietary guidance and third-party platforms.

Kindra Byerly is a financial advisor with Osaic Advisory Services, LLC and holds Series 63 and Series 65 credentials. She has 13 years of industry experience, with prior roles at firms including Cetera Advisors LLC, SageView Advisory Group, and First Allied Securities. In addition to her work at Osaic, she operates Bloomfield Hills Advisory, providing financial planning and securities advice to clients. 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, delivering advisory services through multiple program models with portfolios managed using proprietary and third-party platforms.

Michael Wilkerson II is a CFP® with 26 years of experience in financial advisory roles. He is currently with Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors, Securities America, LPL Financial, and Commonwealth Financial Network. Wilkerson serves as a board member of the Kentucky League of Cities Investment Pool and is the mayor of Frankfort, KY. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm offers comprehensive investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms.

Dean Weemhoff is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC since 2024. His prior experience includes roles at Arbor Point Advisors, Securities America, Inc., and Lincoln Investment. He is also involved in insurance planning as part of the financial planning process. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment management, financial planning, and retirement consulting services, utilizing a mix of proprietary and third-party platforms to tailor portfolios and accommodate client restrictions.

Joshua Thompson is a financial advisor at Osaic Advisory Services, LLC in Pocatello, ID. He holds the Series 65 designation and joined the firm in 2026. Prior to his current role, he worked for nine years at Idaho State University and three years at Advanced Health Care Solutions. 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 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.

Alexander Mele is a financial advisor at Osaic Advisory Services, LLC with 15 years of industry experience. He holds the Series 66 credential and previously worked for Arbor Point Advisors and Securities America Advisors. He is also an insurance agent, writing life insurance, annuities, and long-term care business as part of client portfolios. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and charitable organizations. 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.

Peter Smegielski is a financial advisor at Osaic Advisory Services, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Arbor Point Advisors, Securities America, and Bbva Securities. Outside of financial advising, he serves as treasurer for the First Church of Christ, Scientist, and has roles as an independent consultant for Young Living Essential Oils and president of First Choice Financial. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofits. The firm provides investment management, financial planning, retirement plan consulting, and related advisory services through multiple program models, utilizing a combination of proprietary and third-party platforms.

Mark Heisey is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior roles include positions at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America Advisors. Outside of advising, Heisey is an instructor involved in educational activities through human resources departments and owns a tax preparation business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a combination of proprietary and third-party platforms.

Stephanie Slappendel Modean is a financial advisor at Osaic Advisory Services, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors, Securities America, Inc., and USI Consulting Group. Outside of her advisory work, she serves as a trustee for the First Presbyterian Church of Hartford. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm offers a range of investment management and financial planning services delivered through multiple program models and access to alternative investments and affiliated capabilities.

Cameron Chestnut is a financial advisor at Osaic Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors and Parkland Securities. Chestnut is also a part owner and advisor at Chestnut Financial Group, where he provides financial services and sells life insurance. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory solutions through multiple program models with custody arranged primarily through Schwab and Fidelity.

Blake Gaulden is a CFP®, CFA®, and Series 66-licensed financial advisor with 16 years of industry experience. He has worked at firms including Ameriprise Financial Services, Lincoln Financial Advisors, and LPL Financial before joining Osaic Advisory Services, LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves 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, with portfolios managed through both proprietary and third-party platforms.

James Burcham Jr. is a CFP® professional with 42 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. He has held prior roles at Securities America, Inc., Arbor Point Advisors, and Securities Service Network. 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 provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models, utilizing a combination of proprietary and third-party platforms.

Brent Besinger is a Series 63 licensed financial advisor with 31 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Lincoln Financial Advisors Corporation, Beacon Financial Group, Inc., and Private Client Services. Outside of his advisory work, he is an insurance agent selling life insurance products. 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 offers a range of services such as investment management, financial planning, retirement plan consulting, and utilizes multiple program models with custody arrangements primarily through Schwab and Fidelity.

Steven Morgan is a financial advisor at Osaic Advisory Services, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Arbor Point Advisors, Securities America, Inc., Polaris Financial Partners, LLC, and Cadaret Grant & Co. Morgan also acts as an insurance agent. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse range of clients such as individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple advisory program models.

Brett Bollaert is a CFP® certificant with three years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His prior roles include positions at Cetera Advisors and Sageview Advisory. He also works as an associate wealth advisor with Bloomfield Hills Advisory, assisting clients with account administration and trade execution. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, institutional clients, and nonprofit organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and access to alternative investments through multiple program models.

Marie Seabury is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. Her prior experience includes roles at Arbor Point Advisors, Securities America Inc, Verus Capital Partners LLC, SagePoint Financial, and Keeler Thomas Inc. Outside of her advisory work, she owns a business that makes handmade hair bows. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporations, and nonprofits. 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 client portfolios.

Lonnie Simpson Jr. is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. He previously worked at Arbor Point Advisors, Securities America, Cetera, and Summit Brokerage Services. He serves as a board member of the Jason Dufner Charitable Foundation and is involved in business development through an LLC focused on commercial real estate projects. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse clientele 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, utilizing both proprietary and third-party platforms.