Andrew Willit is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and located in Holland, MI. He has approximately one year of experience in the industry, including roles at Kars Wealth Management and Osaic Wealth. 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 a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory through multiple program models and leveraging both proprietary and third-party platforms.

John Todd is a financial advisor at Osaic Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Arbor Point Advisors, Securities America, Inc., Ameriprise Financial Services Inc., and Edward Jones. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension 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.

Timothy Rich is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Osaic Advisory Services, LLC and has prior experience at Arbor Point Advisors and Securities America. Outside of his advisory work, Mr. Rich is involved in a musical project as a bass player with Last One Picked. Osaic Advisory Services, LLC serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering investment management and financial planning through multiple program models with custody primarily through Schwab and Fidelity.

Patrick Moylan is a financial advisor with Osaic Advisory Services, LLC in Omaha, NE, holding CFP® and ChFC® designations and possessing 23 years of industry experience. His prior experience includes roles at Arbor Point Advisors and Securities America Advisors, Inc. Moylan serves on the investment committee for the Mount Michael Foundation, a private Catholic high school. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment management and financial planning services delivered through multiple program models utilizing proprietary guidance and third-party platforms.

Timothy Mellon is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 32 years of industry experience. He has been with Osaic since 2024 and previously worked at Triad Hybrid Solutions, Triad Advisors, Kestra Financial Services, and Green Valley Financial. Outside of advising, he owns and manages a farm and serves on the board of directors for N.C. Grange Mutual. 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 advisory services including investment management, financial planning, and retirement consulting, utilizing multiple program models and both proprietary and third-party platforms.

Charlene Bridger is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and bringing nine years of industry experience. She has previously worked at Triad Hybrid Solutions, Epic Wealth Management, Gray-Pilgrim & Associates, and Edward Jones. Bridger also serves as a consultant for Gray Pilgrim & Associates, a firm specializing in accounting and business consulting. 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 investment management, financial planning, retirement plan consulting, and other related services through multiple program models, utilizing a combination of proprietary and third-party platforms.

Julie Coombs is a CFP®-credentialed financial advisor with 23 years of industry experience, currently with Osaic Advisory Services, LLC. She previously worked at Arbor Point Advisors and Securities America, Inc., and has been a Notary Public in Wisconsin since 2015. 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 offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager selection, utilizing multiple program models and a combination of proprietary and third-party platforms.

Johnnie Chestnut is a CFP® with 24 years of industry experience, currently serving as an advisor at Osaic Advisory Services, LLC. He previously worked at Parkland Securities for 10 years and First National Bank for 12 years. Outside of his advisory role, he owns a candle-making business and is a partner involved in the operations and membership growth of a golf course. 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, and retirement plan consulting, utilizing multiple program models and platforms to tailor portfolios and manage client assets.

Brian Borden is a CFP®-certified financial advisor with two years of industry experience, currently with Osaic Advisory Services, LLC. His prior experience includes roles at Associated Trust Company and Marine Credit Union. He is also involved with Investment Designers, where he serves as a financial planner and manages a book of business. 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 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.

Dean Mckenzie is a financial advisor at Osaic Advisory Services, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Mckenzie also operates A R M Wealth Management, focusing on fixed and variable annuities. 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 annuity sub-account management through multiple program models and utilizes proprietary and third-party platforms.

George Hook III is a financial advisor with Osaic Advisory Services, LLC. He holds a Series 66 designation and has 27 years of industry experience. His prior firms include Arbor Point Advisors, Securities America Advisors, and KMS Financial Services. Outside of advising, he owns an insurance agency offering long-term care, life, health, and property and casualty insurance. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension 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 and uses both proprietary and third-party platforms.

Kimberly Cavaliere is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. She previously worked at Ameriprise for 13 years before joining Osaic and its affiliated firms in 2024. Outside of her advisory role, she manages operations and client services for Life Well Lived Financial Group in Colorado Springs. 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 provides investment management, financial planning, retirement plan consulting, and related services through various program models and utilizes multiple custodians and third-party platforms.

Blair Van Buren is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Arbor Point Advisors and Securities America Advisors. He is also president and managing member of Sabre Financial Services, LLC, an operating entity supporting his financial planning and securities business. Osaic Advisory Services, LLC serves individuals, pension plans, corporations, trusts, and municipal entities with investment management, financial planning, and retirement consulting. The firm uses multiple program models and combines proprietary guidance with third-party platforms to deliver customized portfolio management and related services.

Karen Pena is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Goldman Sachs & Co. LLC and Fortress Investment Group. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse 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 both proprietary guidance and third-party platforms.

Fabrizio Giacona is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His previous roles include positions at Triad Hybrid Solutions, Triad Advisors, Cetera Advisors LLC, SageView Advisory Group, and First Allied Advisory Services. He is the owner of G&P Financial LLC, where he provides comprehensive financial advisory services. 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 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.

Andre Selfa is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Ameriprise Financial Services, LPL Financial, and Gesa Credit Union. He also operates Pinnacle Ascent Wealth Management, providing financial and investment advice. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm delivers investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing proprietary and third-party platforms with custody primarily arranged through Schwab and Fidelity.

Stephen Gordon is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior experience includes roles at PFG Advisors, LLC, Securities America, Inc., Foothill Securities, Inc., and Cue Financial Group, Inc. Outside of advisory work, he is an owner and board member of Sport Stable, an ice rink facility in Superior, Colorado. 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 investment management, financial planning, and retirement plan consulting through multiple program models, utilizing both proprietary guidance and third-party platforms.

Daniel Piero is a CFP® and Series 65-licensed advisor with seven years of industry experience. He is currently with Osaic Advisory Services, LLC and has prior experience at Private Client Services, Beacon Financial Group, Lincoln Financial Group, The Roman Guy, John Carroll University, and the Pro Football Hall of Fame. 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 municipal entities. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight through multiple program models.

David Lardinois is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and bringing seven years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, and Thrivent Financial. He serves as a board member of the Appleton Fox Cities Kiwanis Club. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers comprehensive investment management and consulting services, utilizing multiple program models and a combination of proprietary and third-party platforms.

Raymond Brown is a Certified Financial Planner® with 20 years of industry experience. He currently works at Osaic Advisory Services, LLC and has previously been affiliated with Triad Advisors, Inc. and Triad Hybrid Solutions, LLC. Outside of his advisory roles, he works as an independent insurance agent focusing on Medicare-related products and life/health insurance. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves a diverse client base, including individuals, pension and profit-sharing 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 guidance and third-party platforms.