Peter Quehl is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Investments and Woodbury Financial Services. He is involved with Waypoint Financial Solutions, providing financial advisory services, and also engages in insurance sales through a sole proprietorship. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and third-party platforms to construct portfolios that include a variety of securities, with both discretionary and non-discretionary account management options.

Christopher Nelson is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Woodbury Financial Services and Thrivent Investment Management. Nelson also serves as Client Services Manager at Waypoint Financial Solutions, assisting clients with trades and transactions. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and access to multiple investment platforms.

Suzanne Udoni is a Series 66-credentialed financial advisor with 24 years of industry experience. She is currently with OSAIC and has previously worked at Woodbury Financial Services, VOYA Financial Advisors, and is the owner of Waypoint Financial Solutions, Inc. Udoni serves on the board of ThedaCare Waupaca Medical Center and is involved in several business ventures including insurance sales and tax preparation services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset allocation tools and automated rebalancing to construct tailored portfolios.