Melody Gressick is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her previous roles include positions at Woodbury Financial Services, SII Investments, LPL Financial, BMO Harris Financial Advisors, and M&I Financial Advisors. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, offering a wide range of brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization tools to support customized investment strategies and manages multiple custodial and legacy program arrangements.

Greg Schroeder is a CFP® professional with over 31 years of experience in the financial services industry. He currently works at OSAIC and has held prior roles at firms including Woodbury Financial Services and Sii Investments. Schroeder also teaches a personal finance class at Madison Area Technical College and owns Schroeder Financial Services, LLC. OSAIC Wealth serves a broad client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a variety of managed portfolio options.