Jason Rodgers is a CFA® charterholder with 27 years of industry experience. He is currently with Osaic Advisory Services, LLC and previously worked at Beacon Financial Group, Lincoln Financial Advisors, Wellington Shields & Co. LLC, and Soleil Securities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension 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 diverse set of investment platforms.

Jeffrey Moormeier is a financial advisor with Osaic Advisory Services, LLC, holding Series 63, 65, and 66 credentials and over 38 years of industry experience. He previously worked at Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Outside of his advisory work, Moormeier is a ski instructor teaching both adults and children. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and other entities. The firm offers a range of investment management and financial planning services through multiple program models, utilizing proprietary and third-party platforms, and provides access to alternative investments and affiliated wealth management capabilities.

Meagan Hassebrock is a Series 66-licensed financial advisor with five years of industry experience, currently with Osaic Advisory Services, LLC. She previously worked with Arbor Point Advisors and Securities America, Inc., and has a background with ConAgra Brands, Inc. Outside of her advisory role, Meagan volunteers as a check-in assistant for the Kids Ministry at Christ Community Church. 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, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a mix of proprietary and third-party platforms.

Brian Johnson is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 license and seven years of industry experience. He has worked previously with Arbor Point Advisors, Securities America, and KMS Financial Services. Johnson serves as a board director for LC Valley Down & Dirty Mud Run, a nonprofit organization. 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 provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager selection, with advisory services delivered through multiple program models primarily custodied through Schwab and Fidelity.

Ronit Rogoszinski is a CFP® professional with 34 years of experience in the financial services industry. She is currently with Osaic Advisory Services, LLC, having previously worked at firms such as American Portfolios Advisors, SlateStone Wealth, and LPL Financial. Rogoszinski is also an author who contributed as a guest writer to the book *Money Talks*. She operates Women and Wealth Solutions, a business focused on providing wealth-related services tailored to women. 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, using multiple program models and third-party platforms to build and monitor client portfolios.

Devyn Bond is a financial advisor at Osaic Advisory Services, LLC with a Series 66 designation and three years of industry experience. Prior to joining Osaic, Bond has held roles at Frierson Capital Management and Triad Advisors. Outside of advising, Bond owns an LLC that manages bookkeeping and tax matters related to their financial advisory work. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad range of clients including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides comprehensive 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.

Brian Farkas is a financial advisor with Osaic Advisory Services, LLC who holds Series 63, 65, and 66 licenses and has 39 years of industry experience. He worked at American Portfolios Financial Services, Inc. for 21 years before joining Osaic in 2024. Outside of advising, he owns and operates Baron’s Financial Strategies, Inc., which focuses on insurance and fixed annuity sales, and has partial ownership in Dont Blink Insurance.net, specializing in life and long-term care insurance. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and related services. The firm utilizes multiple advisory program models and combines proprietary and third-party platforms to build and monitor client portfolios.

Stanley Pena is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. Pena also operates a business under the name Schroeder Wealth Advisors. 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 a range of services such as 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.

Barry Smith is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, and Wells Fargo Advisors. Outside of advisory work, he offers clients term life insurance policies and discusses annuities when appropriate. 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 a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and various proprietary and third-party platforms.

Xavier Felipe is a CFP® with 36 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. He previously worked for American Portfolios Financial Services Inc. for 18 years. In addition to his advisory role, he is involved in life insurance services through several ventures, including ownership of XF Capital and part-ownership in Dont Blink Insurance.net, and he leads sales at XFelipe Solar Consultants. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and nonprofit entities. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and custody arrangements primarily through Schwab and Fidelity.

Terry Dickey is a financial advisor with Osaic Advisory Services, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Osaic in 2024, he worked at Triad Advisors, Inc. and Triad Hybrid Solutions, LLC for eight years. He is also president of Empower Wealth Management, a wealth management firm. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and other entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple advisory program models and utilizes a range of proprietary and third-party platforms to build and monitor client portfolios.

John Pitts is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His prior roles include long-term positions at KMS Financial Services, Inc., Securities America, Inc., and Securities America Advisors, Inc. He has engaged in the sale of fixed-interest annuities through Western United Life Assurance Co. 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 government entities. The firm provides investment management, financial planning, retirement plan consulting, and related services across multiple program models, utilizing proprietary and third-party platforms and managers.

Carly Rothbort is a Series 66-licensed financial advisor with three years of industry experience, currently with Osaic Advisory Services, LLC since 2024. Her prior experience includes roles at Triad Advisors, Kingswood Capital Partners, and Lakeview Asset Management, where she serves as Vice President. Outside of advising, she is involved with the Cadence Residential Master Community Association Finance Committee and operates a freelance graphic design business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models with custody primarily arranged through Schwab and Fidelity.

Philip Hedrick is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, KMS Financial Services, and Northwest Capital Management. Osaic Advisory Services, LLC serves a diverse 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 oversight, employing multiple program models and utilizing custodians like Schwab and Fidelity.

Mark Robare is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 39 years of industry experience and has worked with firms such as Triad Advisors, Inc. and The Robare Group, which he has been a partner in since 2001. In addition to his advisory work, he is involved in recommending fixed insurance products including fixed annuities, life insurance, and long-term care. 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 consulting, and related services through multiple program models, utilizing both proprietary guidance and third-party platforms.

Theodore Lorenzen is a financial advisor with Osaic Advisory Services, LLC and holds a Series 63 designation. He has 36 years of industry experience, including prior roles at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America Advisor Inc. Lorenzen’s background also includes involvement in insurance sales and partnership in the Ohio Educators Planning Group, which focuses on disability insurance for educators. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government 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.

Ryan Badger is a financial advisor at Osaic Advisory Services, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Arbor Point Advisors and Securities America from 2016 to 2024. Outside of his advisory work, Badger is a member of the Rotary Club of Thousand Oaks. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Timothy Giampetroni is a CFA® charterholder with nine years of industry experience. He is currently an advisor at Osaic Advisory Services, LLC and has previously worked at firms including SageView, First Allied Advisory Services, and Bloomfield Hills Financial. He also serves as chief investment officer at Bloomfield Hills Advisory, where he manages model portfolios and oversees partnership finances. 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, retirement plan consulting, and related services through a variety of program models, utilizing both proprietary guidance and third-party platforms.

Ernest Caponegro is a financial advisor at Osaic Advisory Services, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Inc. and National Securities Corporation. Outside of his advisory role, he owns and operates a full-service insurance agency and serves as a board member of the Brick Police Athletic League. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and nonprofit organizations. The firm provides 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 tailor portfolios for clients.

Sean Moylan is a financial advisor with Osaic Advisory Services, LLC, holding the CFP® and ChFC® designations and bringing 20 years of industry experience. His career includes roles at Arbor Point Advisors and Securities America Advisors, Inc. He also practices law through Moylan Law, LLC, focusing on estate planning, probate, and small business matters. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and nonprofit organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms to build and monitor client portfolios.