Jonathan Kroening is a financial advisor with OSAIC, holding CFP® and ChFC® designations and over 21 years of industry experience. He previously worked at Woodbury Financial Services and SII Investments. Kroening serves as a grants committee member for the Community Foundation of Dunn County. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services with a focus on asset allocation and risk management supported by multiple advisory platforms.

Jacob Cimino is a financial advisor at Osaic Wealth Inc. with one year of industry experience. He holds the Series 66 designation and has a long-standing role with the Baldwin-Woodville School District since 2003. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm provides brokerage and investment advisory services through a large network of advisers, employing various asset-allocation tools and multiple advisory platforms.