Michael Koler is a CFP® with 39 years of industry experience, currently affiliated with OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for 17 years. He is a board member of the St. Ambrose Endowment Foundation, where he advises on the management and direction of the endowment funds. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, various managed account options, and access to third-party money managers, employing asset-allocation tools and automated portfolio rebalancing.

David Koler is a financial advisor at Osaic with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and Vitamix. Koler serves as an Endowment Board Member for Padua Franciscan High School, where he assists with analyzing the management of the school's funds. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisors. The firm offers integrated brokerage and advisory services, retirement plan consulting, and model portfolios, utilizing asset-allocation tools and automated rebalancing to construct diversified investment strategies.

Gerald Koler is a financial advisor with OSAIC, holding the CFP® designation and securities licenses Series 63 and Series 65, with 34 years of industry experience. He has worked with SagePoint Financial, Inc. and Sagepoint Corp RIA since 2009 and 2013, respectively. Koler also serves as a trustee for Padua Franciscan High School, contributing to its governance and strategic planning. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk assessment techniques to construct diversified portfolios across various investment types.