Conner Hartman is a financial advisor at Osaic Advisory Services, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Osaic, Hartman worked at American Portfolios Financial Services and Nuveen Asset Management. Outside of finance, he has experience working with TaskRabbit and has a background that includes roles at The Vanguard Group and Catawba College. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary and third-party platforms for portfolio management.

Joseph Rooyakkers is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and over 30 years of industry experience. His career includes 17 years at American Portfolios and ongoing work with Wealth Management Services since 2006. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving 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 various program models, utilizing both proprietary guidance and third-party platforms.

Ryan Weier is a financial advisor with Osaic Advisory Services, LLC and holds a Series 66 designation. He has 17 years of industry experience and has been with Osaic since 2024. Outside of advisory work, he serves as a board member for the Winter Park Ranch Water Department and holds guest services and hospitality roles at Winter Park Resort. Osaic Advisory Services is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment management and financial planning services delivered through multiple program models, with portfolios managed using proprietary guidance and third-party platforms.