Melody Gressick is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services Inc. and SII Investments, Inc. Gressick has also served as a registered sales assistant at Schroeder Financial Services. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated financial advisers. The firm employs asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client risk tolerance and investment restrictions.

Greg Schroeder is a CFP® professional with over 31 years of experience in the financial industry. He is currently affiliated with OSAIC since 2024 and previously worked at Woodbury Financial Services Inc and Sii Investments. Schroeder is the owner of Schroeder Financial Services, LLC, and serves as an instructor of personal finance at Madison Area Technical College. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, and corporations. The firm provides integrated brokerage and advisory services utilizing various investment platforms, with a focus on asset allocation, risk management, and access to third-party money managers.