Eduardo Martinez is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. He has worked at firms including Triad Hybrid Solutions and Triad Advisors. Outside of his advisory role, Martinez assists financial advisors as an advisory associate with Robare & Jones Wealth Management. 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 investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms.

John Layug is a CFP® professional with 32 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Lincoln Financial Advisors, Kestra Investment Services, LLC, and Chesapeake Advisors, Inc. Outside of his advisory role, he is the owner of Maller Wealth Advisors, where he offers various health and insurance products. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a wide range of clients, 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 and utilizes a combination of proprietary and third-party platforms.

Allison Ardingo is a financial advisor at Osaic Advisory Services, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including JPMorgan Securities LLC and Cetera Advisors. In addition to her advisory role, she serves as an associate wealth coordinator at G&P Financial, supporting wealth advisors and handling administrative duties. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and nonprofits with services including investment management, financial planning, and retirement plan consulting. The firm utilizes multiple advisory program models and a combination of proprietary and third-party platforms to build and monitor client portfolios.

Joseph Falgoust is a financial advisor with Osaic Advisory Services, LLC in Baton Rouge, LA, holding Series 63 and Series 66 designations and having 20 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 14 years prior to joining Osaic in 2025. Outside of his advisory role, he is involved in the insurance sector as an agent and salesperson for disability insurance, fixed annuities, long-term care insurance, and traditional life insurance. 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 investment management and financial planning services, delivered through multiple program models and supported by proprietary and third-party platforms.

Christopher Auten is a CFP® and CFA® with 15 years of industry experience. He currently works at Osaic Advisory Services, LLC and previously held roles at Empirical Wealth Management, Crestwood Advisors Group LLC, and Relyea Zuckerberg Hanson, LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving 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 partnerships with custodians like Schwab and Fidelity.

Cynthia Storm Fischer is a financial advisor at Osaic Advisory Services, LLC with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors and Securities America, Inc. She volunteers on the investment committee for Wisconsin Public Radio and serves as a securities arbitrator. Osaic Advisory Services, LLC provides investment management, financial planning, retirement plan consulting, and related services to a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm employs multiple advisory program models and uses a combination of proprietary guidance and third-party platforms to build and monitor client portfolios.

Lee Friedman is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and 27 years of industry experience. His career includes roles at Arbor Point Advisors, Cedar Brook Financial, Securities America Advisors, and the firm he co-owns, Friedman, Leavitt & Associates, Inc., an accounting business that is now in the process of winding down accounts receivable. He also refers clients for life insurance through ASH Brokerage. 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, and municipalities. The firm provides a range of services such as investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and custody primarily through Schwab and Fidelity.

Jared Remesz is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. He has previously worked at firms including Cetera Advisors, SageView Advisory Group, and First Allied Advisory Services. Remesz is also involved as a co-founder and wealth advisor at Bloomfield Hills Advisory and JPR Wealth Management, LLC. 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, and retirement plan consulting, with portfolios constructed using both proprietary and third-party platforms.

Alena Povarova is a financial advisor with Osaic Advisory Services, LLC and holds a Series 65 designation. She has 18 years of industry experience, having previously worked at Arbor Point Advisors, KMS Financial Services, Sowell Financial Services, and Concert Wealth Management. 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 provides investment management, financial planning, retirement plan consulting, third-party manager selection, and related services through multiple program models with custody primarily arranged through Schwab and Fidelity.

Mary Ales is a CFP®-designated financial advisor with seven years of industry experience. She is currently with Osaic Advisory Services, LLC and has previously worked at firms including Triad Advisors, SageView Advisory Group, Cetera Advisors, First Allied Securities, Bloomfield Investment Group, and Mowatt Financial Inc. Outside of her advisory role, she is involved with Bloomfield Hills Advisory, where she assists with financial planning and trading accounts. 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 provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing proprietary and third-party platforms and managers.

Richard Gigliotti is a financial advisor at Osaic Advisory Services, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arbor Point Advisors and Securities America Inc for nine years each. He also operates R.B. Financial Planning, LLC and is involved in insurance-related activities for clients. Osaic Advisory Services, LLC is a comprehensive SEC-registered investment adviser serving 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 Schwab, Fidelity, Envestnet, and Ladenburg Thalmann Asset Management.

Lawrence Larmer is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 20 years. Outside of advising, he is chairman of the trust committee for the Order of AHEPA, a fraternal organization. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofit entities. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight.

Howard Ryan Jr. is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He previously worked for Arbor Point Advisors for 10 years and Securities America Advisors, Inc. for 17 years. Outside of his advisory roles, he has experience working as a food delivery driver for DoorDash and Uber. 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 a range of services, including investment management, financial planning, retirement plan consulting, and lending solutions, using multiple program models and both proprietary and third-party platforms.

Mervyn Garcia is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Arbor Point Advisors, Securities America, Inc., and SELCO Community Credit Union. In addition to financial advising, he is licensed to sell life insurance through Gallagher Insurance. 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 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.

Paul Franco is a financial advisor with Osaic Advisory Services, LLC, holding the CFP® designation and Series 63 license. He has 32 years of industry experience, including 19 years at Ameriprise Financial Services, Inc., and has been with Osaic and affiliated entities since 2024. Outside of his advising activities, he is an author and markets his own book. 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, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing various program models and third-party platforms to deliver customized portfolio management.

Bradley Weemhoff is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and eight years of industry experience. He has previously worked at Arbor Point Advisors, Securities America, and Lincoln Investment Planning. In addition to his advisory role, he is licensed to sell insurance and has experience advising on insurance needs. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms.

Brett Shofner is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and with 27 years of industry experience. Prior to joining Osaic in 2024, he spent 22 years at American Portfolios Financial Services, Inc. He also owns Work Plan Retire, a non-securities related business, and assists 401(k) participants through Seabreeze Wealth Management. 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 other related services through multiple program models, utilizing a combination of proprietary and third-party platforms.

Gary Davis is a financial advisor with Osaic Advisory Services, LLC and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 45 years of industry experience, including 14 years at American Portfolios Financial Services, Inc. Davis serves on the board of directors for the Port St Lucie Downtown Lions Club and acts as an independent FINRA arbitrator. He also holds a passive ownership interest in a business producing dry soap towels. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and related services, utilizing multiple program models and a mix of proprietary and third-party platforms.

Brent Elliott is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including roles at Osaic, Triad Hybrid Solutions, Triad Advisors, Kestra Financial Services, and Green Valley Financial. Elliott manages his own financial services business through an LLC and operates as an insurance agent selling fixed insurance products. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and nonprofit organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple advisory programs, utilizing a blend of proprietary and third-party platforms.

Nathan Enzian is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Arbor Point Advisors and Securities America Advisors, Inc. He serves as Vice-Chair of the JT Sheffield Industrial Park Condo Association board. 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 public entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.