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John W
Series 66
Oshkosh, WI
OSAIC
John Wilke Jr. is a Series 66-licensed financial advisor with three years of industry experience, currently affiliated with OSAIC. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and has also taught English as a second language to South Korean students through Rise Education Korea. He provides ESL instruction online outside of securities trading hours. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services supported by advanced asset-allocation tools and multiple third-party platforms. The firm operates a complex corporate structure involving mergers and private equity ownership.
Matthew T
Series 63
Oshkosh, WI
OSAIC
Matthew Trypuc is a financial advisor at Osaic Wealth, Inc. with 29 years of industry experience. He holds a Series 63 designation and has worked previously at Woodbury Financial Services, Inc. and Packerland Brokerage Services, Inc. Outside of his advisory role, he owns WT Financial Services, an LLC focused on life, health, and fixed insurance business. OSAIC 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, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios consisting of stocks, bonds, options, mutual funds, ETFs, and alternative investments.
John W
ChFC®, Series 63
Oshkosh, WI
OSAIC
John Wilke Sr. is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® and Series 63 credentials and previously worked for Woodbury Financial Services, Inc. from 2010 to 2024. Outside of his advisory role, he owns WT Financial, a sole proprietorship focused on life insurance, fixed annuities, funeral trusts, and long-term care services. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing advanced asset-allocation tools and managing portfolios that include various asset classes on either a discretionary or non-discretionary basis.
Randal G
Series 66
Oshkosh, WI
OSAIC
Randal Gross is a financial advisor at Osaic with 19 years of industry experience and holds the Series 66 designation. He previously worked for Woodbury Financial Services, Inc. for 14 years and has been involved with RJ Gross Ltd since 1992. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers and offers integrated brokerage and advisory services with a range of investment options and third-party solutions.
John S
CFP®, Series 63, Series 65
Oshkosh, WI
OSAIC
John Schorse is a financial advisor at Osaic with 40 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services for 15 years. Schorse serves as a board member of the Evergreen Foundation, a senior living retirement community in Oshkosh, WI. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.
Eric W
Series 66
Oshkosh, WI
OSAIC
Eric Wilke is a Series 66 licensed financial advisor at OSAIC with eight years of industry experience. He previously worked at Woodbury Financial Services Inc. for seven years and operates a separate health and life insurance and fixed annuities business through WT Financial. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services with various investment platforms. The firm utilizes asset-allocation tools, risk assessment, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.
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