Patrick Loritz is a financial advisor with OSAIC in Green Bay, WI, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial and BMO Financial Group. He is also affiliated with Tenacity Advisory Group, where he shares best practices. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm uses various asset-allocation tools and third-party services to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

William Sullivan is a financial advisor with Osaic Wealth, Inc. in Green Bay, WI. He holds a Series 66 designation and has two years of industry experience. His prior work includes positions at Stifel and various roles outside the financial industry. He also serves as a Wisconsin Public Notary Agent. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing a range of tools and third-party solutions to construct diversified portfolios tailored to client needs.

Matthew Schutte is a CFP®-certified financial advisor at Osaic Wealth, Inc. with 16 years of industry experience. He previously worked at BMO Harris Financial Advisors and LPL Financial. Outside of his advisory role, he serves on the board of the Fox Valley Veterans Council and volunteers with the Kaukauna Youth Baseball League. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment solutions and employs firm-provided asset-allocation tools and third-party platforms to construct portfolios tailored to client risk profiles.

Patrick Macgrath is a financial advisor with Osaic Wealth, Inc. based in Green Bay, WI. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining Osaic in 2024, Macgrath worked at Woodbury Financial Services Inc. for seven years and SII Investments, Inc. for six years. He is also president of Private Wealth Management Group, an LLC focused on comprehensive special needs planning for families with individuals who have a disability. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with various portfolio construction tools and access to third-party money managers.

Adam Katch is a financial advisor with OSAIC in Green Bay, WI, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc., Private Client Services, and SII Investments, Inc. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across a range of investment types.

Brian Hermes is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services and Tax Management Services Inc. In addition to his advisory role, Hermes provides tax preparation, life and health insurance, and financial planning through his sole proprietorship. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk assessments, and access to third-party money managers.

David Tassoul is a CFP® with 24 years of experience in the financial industry. He currently works at OSAIC and previously held roles at Woodbury Financial Services, SII Investments, and American General Life Insurance Company. In addition to his advisory work, he owns and operates fixed insurance sales businesses focusing on life insurance and fixed annuities. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party money managers to construct diversified portfolios.

Katie Weinschenk is a Series 66-licensed financial advisor with OSAIC in Green Bay, WI, and has seven years of industry experience. Her prior roles include positions at Woodbury Financial Services, Petal Pusher, and SII Investments / Vision Investment Planning Group. She serves on the Board of Directors for the De Pere Chamber of Commerce and works as a tax preparer at Tax Management Services, Inc. OSAIC serves a broad client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of investment advisory and brokerage services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios on both discretionary and non-discretionary bases.