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Chase V

Series 66

Wrightstown, WI

OSAIC

Chase Vande Yacht is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience and a Series 66 designation. He previously worked at Woodbury Financial Services and Tax Management Services/SII Investments. He is the owner of Tax Management Services, Inc. and serves as a board member of the nonprofit First Tee of Northeast Wisconsin. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage, advisory services, and access to third-party investment platforms through a broad network of affiliated advisors.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Dominic R

Series 66

Wrightstown, WI

OSAIC

Dominic Reinerio is a financial advisor at OSAIC with 21 years of industry experience and holds a Series 66 designation. His prior work includes roles at Woodbury Financial Services, National Planning Corp, and SII Investments. He is a board member of the DePere Chamber of Commerce, where he assists with financial reporting and tax preparation. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm employs asset-allocation tools, risk-tolerance assessments, and multiple advisory platforms to construct diversified portfolios tailored to client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael S

Series 63

Wrightstown, WI

OSAIC

Michael Savolt is a financial advisor at OSAIC with 31 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services Inc and SII Investments Inc. Outside of his advisory role, he is the founder of Tax Management Services, Inc., which provides tax and business consulting services. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services with a range of portfolio management options supported by firm-provided tools and access to multiple third-party platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Bryan G

ChFC®, Series 66

Wrightstown, WI

OSAIC

Bryan Grant is a ChFC® with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Woodbury Financial Services Inc for seven years and Sii Investments for eight years. Grant is an owner and partner in several financial-related businesses, including Tax Management Services, which provides individual and corporate tax preparation, and he offers investment education through Tenacity Advisory Group. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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