Gerald Nackers is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and 36 years of industry experience. His prior roles include positions at Triad Advisors, Inc., Oarsman Capital Inc., and Nackers & Associates, Inc. Outside of advisory work, he owns an insurance sales business and serves as a notary public. 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 government entities. The firm offers a range of investment management and consulting services through multiple program models, utilizing both proprietary and third-party platforms.

Deborah Koch is an investment advisor representative at Osaic Advisory Services, LLC with 27 years of industry experience. She previously worked at Arbor Point Advisors and Securities America Inc for nine years. Koch also oversees operations for Kerins Hendrickson Wealth Management, her independent wealth management practice. Osaic Advisory Services, LLC serves a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers comprehensive investment management and financial planning services delivered through multiple program models, utilizing proprietary and third-party platforms.

Jennifer Thorne is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. Her prior roles include positions at Beacon Financial Group, Cambridge Investment Research, Wells Fargo Advisors, and Merrill. She is also involved with Armor Mortgage. Osaic Advisory Services 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 offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and custody arrangements primarily through Schwab and Fidelity.

Antwone Harris is a CFP® professional with 23 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. He previously worked at Charles Schwab and Charles Schwab Bank from 2005 to 2017 and has been with Triad Hybrid Solutions, LLC since 2017. Outside of advisory work, he is the CEO of Platinum Bridge Wealth Strategies, a company focused on selling retirement planning books and digital products, and he founded The New Greenwood Ave, which provides investment education. 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 third-party manager oversight, utilizing various program models and platforms to deliver customized advisory solutions.

Brent Gottier is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Cetera Advisors LLC. He is also a licensed life insurance agent involved in the occasional sale of life insurance and annuity products. 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 offers 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.

Yisen Cai is a CFP® with 12 years of industry experience, currently affiliated with Osaic Advisory Services, LLC in Newport Beach, CA. He has held roles at several firms, including Triad Hybrid Solutions and Mercer Global Advisors Inc. Cai also manages life insurance and annuity products based on client needs. Osaic Advisory Services, LLC serves 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, utilizing both proprietary guidance and third-party platforms.

Mark Morgan is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His previous roles include positions at Wells Fargo Advisors, Triad Advisors, and Triad Hybrid Solutions. He is also president of Morgan Capital Solutions, an investment advisory firm. 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 related services through multiple program models, utilizing a mix of proprietary guidance and third-party platforms.

Kyle Sullivan is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and 65 licenses and having 21 years of industry experience. He has held roles at firms including Triad Advisors, Cascade Health Insurance, and Northwestern Insurance Group. Sullivan is also the founder of Tribe Financial Group, where he serves as a financial planner and asset manager. 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 investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Ronald Johnson is a financial advisor at Osaic Advisory Services, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Triad Hybrid Solutions, Sigma Planning Corporation, and Parkland Securities. Outside of advisory work, he is the owner of American Legacy Partners, a non-investment marketing business, and a published author. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple advisory program models and partnerships with major custodians and asset management platforms.

Valden Ellis is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked at Arbor Point Advisors, Securities America Advisors, and Centaurus Financial, Inc. Ellis is also a chiropractor with over 25 years in practice and owns Ellis Chiropractic, where he currently practices part-time. Osaic Advisory Services, LLC serves a diverse client base—including individuals, corporations, and charitable organizations—and offers investment management, financial planning, retirement plan consulting, and related services through various advisory programs.

Leonard Nelson is a CFP® professional with 40 years of industry experience, currently serving at Osaic Advisory Services, LLC. His prior experience includes roles at Arbor Point Advisors and KMS Financial Services, Inc. He is the owner of Northwest Investment & Retirement Group, LLC, a business name he uses for marketing insurance products. 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 consulting, and other related services through multiple program models, utilizing both proprietary and third-party platforms.

Bryce Niemi is a CFP® with 11 years of experience in the financial services industry. He is currently with Osaic Advisory Services, LLC and has previously worked at firms including Ameriprise Financial Services and Charles Schwab. In addition to his advisory role, he occasionally sells insurance products such as fixed annuities and life insurance. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and nonprofit organizations. The firm offers a range of services including investment management, financial planning, retirement consulting, and access to alternative investments through various program models.

Evelyn Duka is a financial advisor with Osaic Advisory Services, LLC in Lafayette, CA. She holds Series 63 and Series 66 licenses and has 24 years of industry experience. Prior to joining Osaic in 2024, she worked with Arbor Point Advisors and Securities America from 2017 to 2024, and has operated Kaylyn Financial since 2007. Outside of advisory roles, she provides tax preparation services for individual clients. 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 offers a range of services such as investment management, financial planning, retirement consulting, and specialized solutions, delivering advisory services through multiple program models using a combination of proprietary and third-party platforms.

Michael Bell is a financial advisor at Osaic Advisory Services, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Northwestern Mutual and Warwick Partners. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement consulting, and third-party manager oversight, delivering advisory solutions through multiple program models with custody primarily arranged through Schwab and Fidelity.

Mary Dill Sullivan is a ChFC® credentialed financial advisor with over 21 years of industry experience. She is currently with Osaic Advisory Services, LLC and has held positions at Triad Hybrid Solutions, Tribe Financial Group, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of her advisory roles, she serves as president of Partners In Tribe Inc., handling administrative functions, and operates as an Airbnb host. Osaic Advisory Services, LLC is an SEC-registered investment adviser providing services to individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of investment management and financial planning services delivered through various program models that utilize proprietary guidance and third-party platforms.

William Webb is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked at Fortress Wealth Advisors since 2014 and previously spent 20 years at Manarin Investment Counsel Ltd. Webb also provides notary services to his clients at no charge. 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 offers a variety of investment and financial planning services across multiple program models, utilizing both proprietary and third-party platforms.

Emily Kestler is a financial advisor at Osaic Advisory Services, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Arbor Point Advisors and Securities America Inc. Outside of advising, she owns a rental property that is occupied by family members. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base such as individuals, pension and profit-sharing plans, 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, with portfolios managed through various advisory programs and custodians like Schwab and Fidelity.

Stephen Cribley is a CFP® professional with 23 years of industry experience, currently advising at Osaic Advisory Services, LLC. His prior roles include positions at Lincoln Financial Advisors, Beacon Financial Group, Inc., and Private Client Services. 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 a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and working with both proprietary and third-party platforms.

Ryan Heiligenthal is a CFP® certificant with seven years of industry experience. He is currently affiliated with Osaic Advisory Services, LLC and has prior experience with Securities America Advisors and SABRE Financial Services. He volunteers with the Coordinated Assistance Network/Foundation for Financial Planning, providing financial coaching to veterans and their families. 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, and retirement consulting through multiple program models, utilizing both proprietary and third-party platforms.

James Costello is a financial advisor at Osaic Advisory Services, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at American Portfolios Financial Services, Inc. and TD Ameritrade. Outside of his advisory role, he is involved with 76 Wealth Advisory LLC, an insurance-related business. 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 broad range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms.