William Kessel is a financial advisor at Osaic Advisory Services, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Cetera Advisors LLC and SageView Advisory Group, LLC. He also serves as a registered representative at Bloomfield Hills Advisory, providing financial planning advice. 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 offers a range of services such as investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and partnerships with custodians like Schwab and Fidelity.

Scott Rothbort is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He previously worked at Kingswood Wealth Advisors, Benchmark Advisory Services, and Lakeview Asset Management, where he was president. Outside of his advisory role, he is involved in Standardbred horse racing and breeding through South Mountain Stables. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and various organizations with a range of services including investment management, financial planning, and retirement plan consulting. The firm offers multiple advisory program models and uses both proprietary and third-party platforms to build and monitor client portfolios.

Brian Nelson is a financial advisor with Osaic Advisory Services, LLC, holding a Series 65 credential and one year of industry experience. He has held roles at multiple related firms, including Osaic Wealth and Tribe Financial Group. Outside of his advisory work, he is involved with DeepBlue Pool Pro's LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base ranging from individuals to institutional entities. The firm provides a variety of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models and access to alternative investment platforms.

Tina Boeving is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and 13 years of industry experience. Her prior roles include positions at Arbor Point Advisors and Securities America Advisors, Inc. She is also involved administratively with Bay View Capital Advisory Group, providing editorial review of recruiting materials. Osaic Advisory Services, LLC serves a broad client base, including individuals, retirement plans, corporations, trusts, and charitable organizations. The firm offers various investment and consulting services delivered through multiple program models, utilizing both proprietary and third-party platforms to build and manage portfolios.

Jonathan Hayes is a financial advisor with Osaic Advisory Services, LLC, holding Series 65 and Series 66 credentials and bringing 15 years of industry experience. His career includes roles at Triad Hybrid Solutions, Triad Advisors, Pilot Travel Center, Wells Fargo Clearing, and UBS Financial Services. He is also involved as lead analyst and portfolio manager at Head Investment Partners, where he assists with daily portfolio activities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a variety of services including investment management, financial planning, retirement plan consulting, and related advisory offerings delivered through multiple program models with custody primarily arranged through Schwab and Fidelity.

James Aiello is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include multiple positions at Atlas Private Wealth Management, LLC and Triad Hybrid Solutions. 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 various program models, utilizing a combination of proprietary guidance and third-party platforms.

Valerie Roque is a CFP®-certified financial advisor with nine years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. She has previously worked at Triad Advisors and maintains an ongoing role with The Robare Group, Ltd. in wealth management. 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 nonprofits. 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 custodians like Schwab and Fidelity.

Ronald Klimas is a financial advisor with Osaic Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including previous roles at Arbor Point Advisors, Securities America, and SSN Advisory. Outside of his advisory work, he teaches drum lessons at the Knoxville Academy of Music. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and nonprofits. The firm offers a range of investment and financial planning services through multiple program models, utilizing proprietary and third-party platforms with custody primarily through Schwab and Fidelity.

Anthony Hosfeld is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at Advocacy Wealth Management for eight years and Triad Hybrid Solutions for seven years. Hosfeld is also the owner of William and Wade Wealth, LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models and utilizing both proprietary and third-party platforms.

Theresa Labadie is a financial advisor with Osaic Advisory Services, LLC, holding a Series 65 designation and eight years of industry experience. She previously worked at Triad Advisors, Inc. from 2016 to 2024 before joining Osaic. 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 provides investment management, financial planning, retirement plan consulting, and related services through multiple program models and utilizes both proprietary and third-party platforms.

Cecile Hult is a CFP®-certified financial advisor with 17 years of industry experience. She currently works at Osaic Advisory Services, LLC and has previously been affiliated with Triad Hybrid Solutions, Triad Advisors, and Spire Investment Partners. In addition to her advisory role, she is a partner managing a divorce financial planning team and serves as a speaker for seminars related to divorce financial issues. She also holds a position on the board of directors for a local swim and tennis club. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services including investment management, financial planning, and retirement plan consulting, delivered through multiple program models with custody and execution primarily arranged through Schwab and Fidelity.

Stephanie Atli is a CFP® professional with over a decade of industry experience, currently affiliated with Osaic Advisory Services, LLC. She has worked at Osaic Wealth and EMICO Advisory Services since 2023 and previously spent ten years at Strategic Benefits Advisors. 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 other related services through multiple program models and collaborates with third-party platforms and managers.

Janet Bauer is a financial advisor with Osaic Advisory Services, LLC, holding 21 years of industry experience. Her career includes roles at Lincoln Financial Advisors Corp for 15 years, Beacon Financial Group, Inc. for five years, and Private Client Services for four years before joining Osaic Wealth. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services, utilizing multiple program models and a combination of proprietary and third-party platforms.

Michael Primerano is a CFP® with 23 years of industry experience. He is currently with Osaic Advisory Services, LLC and has held prior roles at Arbor Point Advisors, Cedar Brook Financial Partners, and Securities America. He is a principal owner of Arbor Group Advisors, LLC, a local marketing and services firm supporting Advisor Group companies. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and nonprofit entities with a variety of investment management and financial planning services. The firm utilizes multiple program models and third-party platforms, offering clients access to diverse investment strategies and solutions.

Athena Felhandler is a financial advisor at Osaic Advisory Services, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has prior experience with firms including Fidelity Investments and Arbor Point Advisors. Felhandler is the president and founder of Kronos Wealth Management, LLC, which focuses on life insurance and annuities. Osaic Advisory Services, LLC serves a diverse 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, delivering advisory services through multiple program models.

Patrick Rusch is a CFP® and ChFC® with 14 years of experience in the financial services industry. He is currently affiliated with Osaic Advisory Services, LLC and has held previous roles at Triad Hybrid Solutions, Triad Advisors, Associated Investment Services, Inc., LPL Financial, Associated Bank, and The Vanguard Group. Outside of his advisory work, he volunteers on advisory boards for the University of Wisconsin-Madison’s Personal Finance program and a nonprofit church focused on financial health. 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 investment and financial planning services, delivering advice through multiple program models and utilizing both proprietary and third-party platforms in portfolio management.

Joseph Messina is a CFP® with 30 years of industry experience, currently serving at Osaic Advisory Services, LLC. He previously worked for American Portfolios Financial Services, Inc. for 22 years. Outside of his advisory role, Messina operates a CPA practice focused on income tax preparation and holds a life and long-term care insurance agent license with minimal insurance sales activity. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides a range of investment management and financial planning services through various program models, utilizing multiple custodians and third-party platforms.

Jonathan Larsen is a financial advisor at Osaic Advisory Services, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Cetera Wealth Services. Outside of his advisory work, he operates a freelance photography business. 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 consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Robert Armstrong is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and 19 years of industry experience. He previously worked at Arbor Point Advisors and Securities America Inc for nine years each before joining Osaic in 2024. Armstrong serves as mayor of Duncan, Oklahoma, and is a board member of the Duncan Chamber of Commerce and the Schools Foundation, which supports local public education. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm provides a range of investment management and financial planning services through multiple program models, utilizing proprietary and third-party platforms to build and monitor client portfolios.

Joseph Rooyakkers is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and over 30 years of industry experience. His career includes 17 years at American Portfolios and ongoing work with Wealth Management Services since 2006. 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 investment management, financial planning, retirement plan consulting, and related services through various program models, utilizing both proprietary guidance and third-party platforms.