Shannon Soulek is a financial advisor at OSAIC with eight years of industry experience. She holds a Series 66 designation and has worked at Woodbury Financial Services, LaForce, and KAS Investment Services, Inc. Prior to her current role, she held positions involving investment advisory and financial planning. Outside of her advisory work, she is involved as a joint successor trustee in an immediate family member’s estate planning. OSAIC serves a diverse clientele including retail and institutional investors through a broad network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Phillip Cartwright is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 65 and Series 66 designations and previously worked for Woodbury Financial Services for 15 years. Outside of his advisory role, he is also an investment advisor representative with Legacy Investments and Services Inc., where he discusses insurance with clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios tailored to client risk tolerance.

Luke Pingel is a financial advisor with Osaic Wealth, Inc. based in Appleton, WI, holding a Series 66 designation and three years of industry experience. He previously worked at Woodbury Financial Services and Northwestern Mutual. Outside of advising, Pingel assists as a wedding DJ and serves as an assistant track coach at Freedom High School. Osaic Wealth serves a diverse client base including individual, high-net-worth, pension, corporate, and nonprofit clients through a large network of advisers and platforms. The firm offers integrated brokerage, advisory, financial planning, and managed account services using asset allocation tools, risk assessments, and a mix of investment products.

Jordan Cassiani is a financial advisor with OSAIC in Appleton, WI, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC in 2024, he worked with Woodbury Financial Inc. and Legacy Investment Services. Outside of his advisory role, Cassiani is the CEO of JVC Leasing, which leases equipment. OSAIC Wealth, Inc. serves a diverse client base including individual, institutional, and high-net-worth investors, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across multiple investment types, supported by a complex platform footprint and a variety of third-party service arrangements.

Julie Cassiani is a financial advisor at OSAIC with 28 years of industry experience. She previously worked for Woodbury Financial Services Inc. for 22 years before joining OSAIC in 2024. Cassiani holds Series 63 and Series 65 licenses and is located in Appleton, WI. She is also an insurance agent specializing in health insurance and fixed products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to construct diversified portfolios managed on discretionary or non-discretionary bases.

Grant Freeman is a financial advisor with OSAIC based in Appleton, WI. He holds the Series 66 designation and began his advisory career in 2024 after previous experience in other industries. Prior to joining OSAIC, he worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. OSAIC Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of integrated financial services through a large network of affiliated advisors and employs asset-allocation tools and multiple third-party platforms to manage portfolios across various asset classes.

Craig Surprise is a financial advisor with OSAIC in Appleton, WI, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked with United Securities Alliance, Inc. since 2001 and is involved with his own business, Surprise Inc. He also provides fixed insurance products through Legacy Investment Services, Inc. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.