Joanna Burish is a financial advisor with Osaic Wealth, Inc. in Madison, WI, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at Lincoln Financial Advisors Corporation and Northwestern Mutual in various capacities. She is also the founder of The Broads Network, a nonprofit coaching and mastermind group for female executives and business owners. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk assessment to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Andrew Seaborg is a financial advisor with OSAIC in Madison, WI, holding a Series 63 designation and 28 years of industry experience. He worked at Lincoln Financial Advisors for 27 years before joining OSAIC in 2025. Outside of advising, he serves as an adjunct professor at the University of Wisconsin Law School and as the Honorary Consul of Japan in Madison, Wisconsin. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

John Litscher is a CFP® professional with 26 years of industry experience, currently serving with Osaic since 2025. He previously worked for 25 years at Lincoln Financial Advisors and Lincoln National Life Insurance Company. Litscher is a board member of Summit Credit Union and holds insurance agent roles offering life, disability, long-term care, and health insurance products. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, employing various asset-allocation tools and portfolio management strategies.

Andrew Thompson is a financial advisor at Osaic Wealth, Inc. with 14 years of industry experience and holds a Series 66 designation. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors for 13 years. Outside of his advisory role, Thompson is a scuba instructor and retail operator at Diversions Scuba, a contributor of op-ed articles on military service experiences, a business consultant for international organizations, and an adjunct instructor at the University of Wisconsin Law School teaching estate planning topics. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering integrated brokerage and investment advisory services. The firm utilizes firm-provided asset-allocation tools and third-party managed account solutions to construct diversified portfolios across multiple asset classes.

Timothy Mcilwain is a financial advisor with Osaic who holds a Series 63 designation and has 25 years of industry experience. He worked at Lincoln Financial Advisors for 24 years before joining Osaic in 2025. Mcilwain is also the owner of Stickney-Mcilwain, LLC, where he sells and services fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a broad range of retail and institutional clients through a large network of advisers, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools and efficient frontier analysis to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Hugo Kogler Ventura Baptista is a financial advisor at OSAIC Wealth Inc with one year of industry experience. He holds a Series 66 designation and has prior experience at Custer Burish Financial Services and academic roles at Tilburg University and the University of Illinois Urbana-Champaign. 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 and utilizes various asset-allocation and portfolio management tools, including access to third-party money managers and wrap programs.

Kevin Mohr is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. Prior to joining OSAIC, he worked for Lincoln Financial Advisors for 22 years. He is also engaged in fixed insurance sales, including offering equity-indexed annuities. OSAIC serves a diverse clientele that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through its extensive network of advisers, employing various asset-allocation tools and investment platforms to construct customized portfolios.

Kyle Fallon is a financial advisor with Osaic, holding a Series 66 credential and six years of industry experience. He previously worked at Lincoln Financial Advisors for five years and has held roles at The Capital Group and Connolly, a division of Cotiviti. Fallon also provides insurance services, including disability insurance, fixed and indexed annuities, long-term care insurance, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services along with access to multiple advisory platforms. The firm employs a range of asset-allocation tools and third-party services to construct and manage portfolios that include a broad spectrum of investment types.

Tyler Mc Conville is a financial advisor at OSAIC Wealth, Inc. based in Madison, WI, with 10 years of industry experience. He holds the CFP® and ChFC® designations and has worked at various firms including Facet Wealth and Ameriprise Financial. He serves as Director of Career Development for the Financial Planning Association of Wisconsin, focusing on supporting professionals in career transitions and advancing the financial planning profession. OSAIC Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through an extensive network of advisers and advisory platforms. The firm offers a range of integrated brokerage and investment advisory services featuring sophisticated portfolio construction tools and access to third-party money managers.

Michael Stickney is a ChFC®-designated financial advisor with 45 years of industry experience. He has worked with Lincoln Financial Advisors Corporation for 42 years before joining OSAIC in 2025. He is based in Madison, WI. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing various portfolio construction tools and multiple advisory platforms.

Drew Finley Haag is a financial advisor with OSAIC holding a Series 66 designation and five years of industry experience. His prior work includes seven years at Lincoln Financial Advisors Corporation and roles at Wandos Bar and Grill, Maple Bluff Country Club, University Ridge Golf Course, and Under Armour. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third‑party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports discretionary and non-discretionary portfolio management with a diverse range of investment options.

Tristan Largent is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. His prior roles include positions at Lincoln Financial Advisors, The Capital Group, and Richmond Investment Services. Outside of his advisory work, he has experience assisting a registered representative at Osaic Wealth Inc. through a financial planning associate role. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of integrated brokerage and advisory services and employs advanced portfolio construction tools and multiple third-party platforms to support both discretionary and non-discretionary account management.

Kaitlyn Senn is a financial advisor at OSAIC with 10 years of industry experience. She previously worked for Lincoln Financial Advisors Corporation for 10 years before joining OSAIC in 2025. Outside of her advisory role, she serves as a notary public and is involved with Capital City Theater, a nonprofit organization, where she manages payroll and accounting tasks. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to construct diversified investment portfolios.

Kimberly Smith is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for 11 years. Outside of her advisory role, she teaches scuba classes through Diversions Scuba LLC, a business she has operated since 2007. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platform solutions.

Colleen Anderson is a financial advisor at OSAIC with nine years of industry experience. She holds Series 65 and Series 63 licenses. Her prior work includes roles at Lincoln Financial Advisors and JPMorgan Chase Bank. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and provides both discretionary and non-discretionary account management across multiple investment types.

William Smith III is a financial advisor at OSAIC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for 7 years. Outside of his advisory role, he is involved in the performing arts as a choreographer and co-owner of a children’s dance school, and serves as board treasurer for Joey’s Song, a nonprofit focused on epilepsy. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and managed-account solutions. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

David West is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 12 years before joining OSAIC in 2025. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services such as financial planning, retirement plan consulting, and access to third-party money managers, utilizing various asset-allocation tools and advisory platforms.