Eddie Vigil is a financial advisor with Osaic Advisory Services, LLC in Colorado Springs, CO, holding a Series 66 license and three years of industry experience. He has previously worked with Money Concepts Capital Corp and Thrivent Financial. Outside of advising, Vigil serves as pastor at Bradley Road Baptist Church and is president of The Givers Network, a nonprofit organization. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm offers a range of investment management and consulting services delivered through multiple program models, utilizing proprietary and third-party platforms to build and monitor client portfolios.

John Costello Jr. is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. He previously worked at American Portfolios Financial Services for 19 years before joining Osaic in 2024. Outside of advisory work, he operates as a sole proprietor offering life and health insurance services and provides life, disability, and long-term care insurance through 76 Wealth Advisory LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plans, corporations, trusts, and charitable organizations. The firm delivers a range of investment management and financial planning services through multiple program models, utilizing proprietary and third-party platforms and managers.

Jeremy Clark is a financial advisor at Osaic Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Arbor Point Advisors, Beacon Financial Advisory, and Lincoln Investment. He serves on the Board of Directors for the Greater Cleveland Sports Hall of Fame. 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 plan consulting, and related services through multiple program models, using a combination of proprietary and third-party platforms.

Cassie Blazevski is a financial advisor at Osaic Advisory Services, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Mass Mutual Life Insurance Company. In addition to her advisory role, she is an agent with Diamond Financial Partners, focusing on life and health 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 provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, with portfolios managed through a combination of proprietary and third-party platforms.

Robert Groce is a CFP® professional with six years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., Wilkerson Financial, and LPL Financial. Outside of his advisory work, he owns and operates a cattle farm and serves on the boards of the Franklin County Community Fund and Josephine Sculpture Park, in addition to participating on the finance committee of Hillcrest Baptist Church. 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 provides investment management, financial planning, retirement plan consulting, and related services through multiple program models with portfolios managed via a combination of proprietary and third-party platforms.

Erin Mc Closkey is a CFP® with seven years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. She previously worked at Serenity Wealth Partners and Cetera, and she owns McCloskey Tax Prep, where she prepares tax returns. Osaic Advisory Services, LLC is an SEC-registered investment adviser providing services to individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of investment management and financial planning services through various advisory programs and utilizes multiple custodians and third-party platforms.

Robert Santoriello is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. Prior to joining Osaic in 2024, he spent 15 years at Securities America Advisors, Inc. He is also the president and CEO of Iron Point Financial Advisors, Inc., where he has been involved since 2016. 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 uses multiple program models combined with third-party platforms and custodians like Schwab and Fidelity.

John Iannantuono is a financial advisor with Osaic Advisory Services, LLC, holding ChFC® and Series 63 credentials and bringing 49 years of industry experience. His career includes tenures at Triad Advisors, Inc., Ifg/Russell Advisors, Inc., and American Financial Management Group. Outside of advisory roles, he has served as a township supervisor and provides consulting for complex estate settlements through Employee Benefits Consultants, LLC. 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, and retirement plan consulting, utilizing multiple program models and access to various third-party platforms and managers.

Tristan Bliesner is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Arbor Point Advisors, Securities America, and Cetera Advisors. Outside of financial advisory, he owns Patriot Printing Services, a business involved in buying and selling printed materials. Osaic Advisory Services is an SEC-registered adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment management and planning services delivered through multiple advisory program models, utilizing a combination of proprietary and third-party platforms.

Nathan Anderson is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and three years of industry experience. Prior to joining Osaic, he worked at Cetera Wealth Services, LLC and Renaissance Financial. Anderson has also been involved with Utah State University’s Center for Entrepreneurship. 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 services including investment management, financial planning, and retirement plan consulting through multiple program models, utilizing both proprietary and third-party platforms.

Dianne Nolin is a CFP® with 34 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. Her prior experience includes roles at Triad Hybrid Solutions, Triad Advisors, and Spire Investment Partners. She is a managing partner at Argent Bridge Advisors and is involved in providing educational content and financial planning related to divorce. 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 services such as investment management, financial planning, and retirement plan consulting through multiple program models and utilizes both proprietary and third-party platforms for portfolio management.

Gregory Aynesworth is a CFP® professional with 33 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. He has held prior roles at Arbor Point Advisors, Securities America, and Foothill Securities, among others. Aynesworth is also president of Omni-Prestige Insurance Services, Inc., a company providing life insurance and employee benefits. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and nonprofit entities. The firm delivers a broad range of services through multiple advisory program models, utilizing proprietary and third-party platforms to manage client portfolios.

Preston Bailey is a financial professional with one year of industry experience, currently affiliated with Osaic Advisory Services, LLC. He holds a Series 66 designation and has worked at several firms including Cetera and Renaissance Financial. Outside of his advisory role, he is a limited partner in a family cattle grazing ranch. 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 provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and both proprietary and third-party platforms for portfolio management.

Armand Fidler is a CFP® professional with 18 years of experience in the financial services industry. He currently serves as an advisor at Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors and Securities America. In addition to his advisory role, he owns Picacho Financial Consulting LLC and operates in the insurance sector, focusing on fixed life insurance, long-term care, disability, and annuities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pensions, corporations, trusts, and charitable organizations. 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 custodial relationships primarily with Schwab and Fidelity.

Anthony Ritter is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at AmericanPortfolios for 17 years before joining Osaic in 2024. Outside of his advisory role, Ritter is involved in the sales of life and long-term care insurance through several agencies. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and nonprofit organizations. The firm provides a variety of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models with custody primarily through Schwab and Fidelity.

Wade Roberts is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has previously worked with firms including Wells Fargo Clearing and Triad Advisors. In addition to his advisory role, Roberts provides notary services for clients. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a broad range of investment and advisory services through multiple program models, utilizing both proprietary and third-party platforms, with custody primarily arranged through Schwab and Fidelity.

Richard Cross is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. Prior to joining Osaic in 2024, he spent 23 years with American Portfolios Financial Services, Inc. He also serves as a volunteer president of the Lackawaxen Volunteer Ambulance, participating in monthly meetings and community events. 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 investment management, financial planning, retirement plan consulting, and related services through multiple program models utilizing proprietary and third-party platforms.

Connor Smith is a CFP® professional with five years of experience in the financial advisory industry. He is currently with Osaic Advisory Services, LLC and Kampstra Wealth Management, where he also holds a shareholder role providing investment advice and business management. His background includes roles at Triad Advisors and various positions outside the financial sector. 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 through multiple program models, utilizing both proprietary and third-party platforms.

Matthew Klewer is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and bringing 24 years of industry experience. Prior to joining Osaic in 2024, he worked at Triad Advisors and Triad Hybrid Solutions and has been affiliated with the University of Wisconsin/Whitewater since 2000. He also serves as a notary public, providing notarization services to clients. 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 broad 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.

Scott Mahan is a financial advisor at Osaic Advisory Services, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Arbor Point Advisors, Securities America, and Cetera Advisors. In addition to his advisory role, he is involved in fixed insurance sales on a limited basis. Osaic Advisory Services is an SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers a variety of investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.