Timothy Wuebben is a financial advisor with OSAIC in La Crosse, WI, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with River Insurance Services Inc. since 1993, where he markets insurance products. Wuebben is also a partner in River Capital Management, LLC, overseeing financial advisors in a multi-state area, and has involvement in a private woodland and hunting property investment. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage discretionary and non-discretionary portfolios across a wide range of investment options.

Joel Torgerud is a financial advisor with Osaic Wealth, Inc. based in La Crosse, WI, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He previously worked for SagePoint Financial, Inc. for 14 years before joining Osaic in 2023. Outside of his advisory role, he provides tax services through a sole proprietorship during the early months of the year. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services using asset-allocation tools and multiple platforms, with portfolios that may include a variety of investment vehicles managed on discretionary or non-discretionary bases.

Peter Helstad is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. Before joining OSAIC in 2023, he spent 14 years at SagePoint Financial. His professional activities include providing fee-based money management and insurance sales services. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm offers a range of investment advisory and brokerage services through a large network of affiliated advisors, employing asset allocation tools, risk tolerance assessments, and automated rebalancing to build diversified portfolios.

Brian Harris is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at SagePoint Financial, Inc. for 14 years. Outside of his advisory role, he serves as co-trustee of his mother's trust. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a broad range of investment types.