Conner Hartman is a financial advisor at Osaic Advisory Services, LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Nuveen Asset Management, The Vanguard Group, and American Portfolios Financial Services. Outside of finance, he has worked with TaskRabbit. Osaic Advisory Services, LLC serves a broad client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Joseph Rooyakkers is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He previously worked at American Portfolios for 17 years and has been involved in wealth management services since 2006. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Ryan Weier is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Osaic Advisory Services and its affiliated firms since 2024 and has prior experience with Wealth Management Services dating back to 2008. Outside the financial industry, Weier is involved in the hospitality sector and serves on the board of the Winter Park Ranch Water Department. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement consulting, utilizing multiple program models with custody primarily through Schwab and Fidelity.