Connor Kellermyer is a financial advisor at Osaic with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Pacer Financial, Inc., The Leaders Group Inc, and Wealthvest. Outside of his advisory role, he serves as president of the Big Sky Alumni Association, a nonprofit supporting Montana State University alumni and students through events and mentoring. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a wide network of affiliated advisers and utilizes various portfolio construction tools and third-party programs to manage client investments.

Richard Kohtz is a financial advisor with Osaic Wealth Inc., holding a PFS™ designation and Series 63 and 65 licenses, with 17 years of industry experience. He has held roles at several firms including Runnit Wealth Management and Elev8 Financial Group LLC, and is involved in business consulting, accounting, and tax services through his ownership of Runnit LLC. Kohtz also owns and manages the Montana Movement Arts Center, a commercial property. OSAIC Wealth Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisors. The firm employs a variety of investment strategies combining brokerage and advisory services, utilizing advanced portfolio construction tools and offering access to multiple third-party money managers.