Patricia Monat is a CFP® professional with 38 years of industry experience, currently serving at OSAIC since 2024. She has held various roles throughout her career, including leadership positions at Woodbury Financial Services and ownership of Monat Financial Services. Monat is a board member of the Community Foundation of Northeast Iowa, where she participates on the investment committee. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports multiple advisory platforms and managed-account solutions.

Adam Steenblock is a CFP® professional with 19 years of industry experience. He has worked at OSAIC since 2024 and previously spent seven years at Woodbury Financial Services, along with roles at MONAT Financial Services and SII Investments. He is also president of Milestones Planning, an S-Corporation that manages his firm’s fixed insurance business. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and investment platforms to construct diversified portfolios tailored to client risk profiles.

Mikal Ludolph II is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. He has worked previously at Woodbury Financial Services and Monat Wealth Management, where he continues to serve as Vice President and Registered Representative. Ludolph also holds a vice president position at Milestones Planning, Inc., an entity associated with OSAIC Wealth, Inc. 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 integrated brokerage and investment advisory services supported by a large network of affiliated advisers and employs a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.