Taylor Hoskins is a financial advisor with Osaic Wealth, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at several firms, including High Point Capital Group and Sagepoint Financial. Hoskins is also involved in selling life insurance and Medicare products through Crump. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a variety of managed account options.

Nicholas Hunzinger is a financial advisor at Osaic with 16 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley, BMO Harris Financial Advisors, and Sagepoint Financial Inc. He is involved in other investment-related ventures, including owning Athena Fiduciary Advising LLC and serving as a wealth advisor at High Point Capital Group. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and various managed portfolio programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by advanced analytical tools and a network of affiliated broker-dealer and RIA relationships.

Connor Fixel is a financial advisor at Osaic Wealth with three years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial, Inc. and High Point Capital. Outside of his advisory role, he is involved as a tax preparer with First Team Financial during the tax season. Osaic Wealth serves a diverse group of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including comprehensive financial planning and model-based investment strategies. The firm is notable for its scale, recent consolidation activity, and its complex affiliate network that supports a wide range of client needs.

Jake Balistreri is a financial advisor at OSAIC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms, including SagePoint Financial Inc. and Steve Koch. Outside of his advisory role, he serves as a health care power of attorney for a family member. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm uses a model-based investment process incorporating asset allocation and portfolio optimization, offering a wide range of advisory and brokerage services through a multi-advisor platform.

Matthew Loverine is a financial advisor at Osaic Wealth with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial and Mass Mutual-related firms. He is the owner of Thomey Financial Services, where he provides client advising, portfolio design, and financial planning. Osaic Wealth serves a diverse client base including individual investors, high-net-worth households, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a model-based investment approach, supporting a wide range of portfolio management strategies and third-party manager programs.

Brian Wilmet is a financial advisor with Osaic Wealth in Milwaukee, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes roles at Sagepoint Financial, Mass Mutual Investors Services, Metlife Securities, and several other firms. Outside of his advisory work, he is a shareholder in High Point Capital Group, Inc. and maintains a part-time role as an independent insurance agent. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing access to discretionary and third-party managed strategies across multiple custodial and legacy programs.

Nicholas Hassler is a financial advisor at OSAIC with 26 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining OSAIC in 2024, he worked at LPL Financial, SII Investments, Inc., and Packerland Brokerage Services, Inc. He is also a registered tax preparer. OSAIC Wealth serves a diverse group of retail and institutional clients through a multi-advisor platform that includes brokerage and advisory services, comprehensive financial planning, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, offering discretionary strategies and third-party manager selections across various program types.

Kimberly Coleman is a financial advisor with OSAIC in Milwaukee, WI, holding a Series 66 designation and one year of industry experience. She has previously worked at High Point Capital Group, Inc. since 2017 and at MassMutual from 2015 to 2017. In addition to her advisory role, she serves as Secretary and Treasurer at High Point Capital Group, managing company finances and supporting business strategy and financial controls. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Ryan Hitchcock is a financial advisor at Osaic Wealth with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial, Mass Mutual Investors Services, Massmutual Life Insurance, and Metlife Securities. Hitchcock is also an independent insurance agent offering fixed products through Crump Insurance Services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, offering multiple program options and third-party manager selections within a large, multi-advisor platform.

Michael Schlueter is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes prior roles at LPL Financial, SII Investments, Inc., and First Team Financial Group, where he continues to maintain an ownership interest. Outside of advisory work, he owns a tax preparation business that operates during tax season. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and discretionary management options.

Austin Stevens is a financial advisor at OSAIC Wealth, Inc. in Milwaukee, WI, holding a Series 66 designation. He has been in the industry since 2026 and previously held roles at High Point Capital Group, Badger Liquor, Beechwood Sales and Service, and other organizations. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization through a multi-advisor platform.

Derick Klug is a financial advisor with Osaic Wealth in Milwaukee, WI, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior roles include positions at SagePoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, and Metropolitan Life Insurance Company. He is also president of High Point Capital Group, Inc., a strategic planning and advisor management firm. Osaic Wealth serves a diverse client base including retail and institutional investors with a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and access to various investment programs. The firm emphasizes model-based asset allocation and portfolio optimization and is noted for its scale, affiliate network, and integration of multiple service lines.

Graham Kent is a financial advisor at Osaic Wealth Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at Great Point Capital, LLC, the University of Wisconsin-Whitewater, and Applied Industrial Technologies. Kent’s background includes roles in both financial services and academia. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a multi-advisor platform and emphasizes model-based asset allocation and portfolio optimization.

Nicholas Dreyer is a financial advisor at Osaic Wealth Inc. with five years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. and CC&N. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, Unified Managed Accounts, third-party manager programs, and retirement plan consulting. The firm’s investment approach utilizes model-based asset allocation, portfolio optimization, and multiple custodial and legacy programs.

Todd Turowski is a financial advisor at OSAIC with 29 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC, he worked at Sage Point Financial, Mass Mutual Investors Services, and MetLife Securities Inc. He is also a shareholder of High Point Capital Group, Inc. and operates as an independent insurance agent providing fixed products through Crump Insurance Services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services with a model-based investment process and multiple program options, supported by a complex affiliate network and private-equity ownership.

Jon Hafemann is a financial advisor at Osaic Wealth with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Merrill, and Bank of America. Hafemann is also the owner of Hafemann Financial Services LLC. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk assessment tools and offers both discretionary and third-party managed strategies.

Jacob Baker is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2023, following previous roles at Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Outside of his advisory role, he is a shareholder in Highpoint Capital Group and provides fixed product solutions through Crump Insurance Services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services and uses a model-based investment process emphasizing asset allocation and portfolio optimization.

Jake Johnston is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and previously worked at SagePoint Financial. Outside of his advisory role, he is involved in tax preparation through a separate business during tax season. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization across multiple platforms.

Cathy Schmidtke is a Series 66-licensed financial advisor with 20 years of industry experience. She is currently with Osaic Wealth, having joined the firm in 2023, and previously worked at SagePoint Financial, Mass Mutual Investors Services, Metlife Securities, and Metropolitan Life Insurance Company. Schmidtke also holds leadership roles with High Point Capital Group, serving as Director of Operations and Vice President. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across multiple platforms. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by a range of tools and third-party manager options.

Stephen Hayes is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at SagePoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., and New England Securities. Hayes also serves as a financial advisor and wealth manager through several affiliated entities, including High Point Capital Group and TVG Advisors. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform that supports a range of investment programs and strategies.

Patrick Modjeski is a financial advisor with OSAIC in Milwaukee, WI, holding a Series 66 designation and with 26 years of industry experience. His prior work includes positions at Royal Alliance Associates, Sii, MSI Financial Services, Guardian Life, and Equitable Advisors. Outside of his advisory role, he is an independent contractor and insurance agent with Vantagepointe Financial Group, focusing on fixed insurance products. OSAIC Wealth serves a wide range of clients including individual investors, retirement plans, charities, and corporate entities through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization and provides access to various managed account strategies and third-party money managers.

Christopher Reed is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Sagepoint Financial, Mass Mutual Investors Services, and Metlife Securities. Outside of his advisory role, he is involved as a baseball coordinator for the Oak Creek Little League in Wisconsin. OSAIC serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting a range of program options such as financial planning, advisor-managed strategies, and third-party money manager programs.

Steven Koch is a financial advisor at Osaic with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sagepoint Financial, Mass Mutual, MetLife Securities, and Metropolitan Life Insurance Company. Outside of his advisory role, Koch is a shareholder in High Point Capital Group, Inc., and works as an independent insurance agent offering fixed products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization using a variety of programs and third-party managers.