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James K
CFP®, Series 66
Gettysburg, PA
Osaic Advisory Services, LLC
James Kampstra is a CFP® professional with 17 years of industry experience, currently serving at Osaic Advisory Services, LLC. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, Ferrara Kampstra, and Geneos Wealth Management, Inc. He is involved in several outside activities, including serving on the boards of the Totem Pole Playhouse, a nonprofit summer theatre, and the Adams County Community Foundation. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing 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 third-party platforms for portfolio management.
Devin M
CFP®, Series 66
Omaha, NE
Osaic Advisory Services, LLC
Devin Moylan is a CFP® with 15 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. His prior experience includes roles at Arbor Point Advisors and Securities America Advisors, Inc. Additionally, he participates in community activities such as advising the development committee for St. Pat's Elkhorn. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, and nonprofit entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and uses multiple program models with custody primarily through Schwab and Fidelity.
Bryon D
Series 63, Series 65
Scottsdale, AZ
Osaic Advisory Services, LLC
Bryon Decker is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes a decade at Arbor Point Advisors and two decades at Securities America Advisors, Inc. He is also involved with the Millard Athletic Association. 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 investment management, financial planning, retirement plan consulting, and other related services through multiple program models and utilizes a combination of proprietary and third-party platforms for portfolio management.
Marissa H
CFP®, Series 63, Series 65
Malaga, WA
Osaic Advisory Services, LLC
Marissa Hammerstrom is a CFP® professional with eight years of experience in the financial services industry. She is currently affiliated with Osaic Advisory Services, LLC and has previously worked at firms including Arbor Point Advisors, D.A. Davidson, Morgan Stanley, and Oppenheimer & Co. Hammerstrom serves as treasurer for Chelan-Douglas County Volunteer Attorney Services and is a board member of the NCW Estate Planning Council. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides various services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight across multiple program models.
Heather B
CFP®, Series 63, Series 65, Series 66
Plantation, FL
Osaic Advisory Services, LLC
Heather Buckridge is a CFP® with 16 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. Her prior experience includes roles at Goldman Sachs, Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. Outside of her advisory work, she is a member of RABSCO, LLC, where she performs general and administrative duties. 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 through multiple program models.
David H
CFP®, Series 63, Series 65
Atlanta, GA
Osaic Advisory Services, LLC
David Hoffmann is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC since 2024. His prior experience includes roles at Triad Hybrid Solutions, Triad Advisors, H Financial Management, Purshe Kaplan Sterling Investments, and DB Root & Company, Inc. Hoffmann is involved in several nonprofit boards, including the River City Brass Band, TonyStrong Foundation as treasurer, and the Pittsburgh Rotary Club Foundation, where he serves as chairperson. 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 provides investment management, financial planning, retirement plan consulting, and related services through multiple program models and a combination of proprietary and third-party platforms.
Christopher S
Series 63, Series 65
San Diego, CA
Osaic Advisory Services, LLC
Christopher Syktich is a financial advisor with Osaic Advisory Services, LLC in San Diego, CA, holding Series 63 and Series 65 registrations and bringing 20 years of industry experience. He has held advisory roles at several firms, including Securities America, Arbor Point Advisors, and Labrum Wealth Management. Outside of his advisory work, he serves as a board member and secretary for Fig Tree Ministries, a faith-based online content provider, and is also a board member of the Warrior Foundation Freedom Station, which supports military veterans. 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 provides a range of services such as investment management and financial planning through various program models, utilizing proprietary and third-party platforms and managers.
Alexis Z
Series 66
Bloomfield Hills, MI
Osaic Advisory Services, LLC
Alexis Zuccaro is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Osaic, Zuccaro worked at firms including Cetera Advisors LLC, SageView Advisory Group, and First Allied Advisory Services. Outside of Osaic, Zuccaro is involved with Bloomfield Hills Advisory, LLC, providing financial planning and investment services. 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 investment management and financial planning services delivered through multiple program models, leveraging proprietary guidance and third-party platforms.
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