Daniel Warnke is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Summit Brokerage Services, and Warnke Financial Services, which he has operated since 2006. Osaic Advisory Services is a registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and nonprofit organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms to tailor portfolios to client needs.

Jarrod Jansen is a CFP® professional with four years of industry experience, currently advising at Osaic Advisory Services, LLC. His prior roles include positions at Securities America, Inc., Heritage Private Wealth Management, LLC, and Ranson Financial Group, LLC. Outside of his advisory work, he holds an unpaid notary position. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, and retirement plan consulting through multiple program models, utilizing a combination of proprietary and third-party platforms and managers.

Albert Jansen Jr. is a financial advisor at Osaic Advisory Services, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Arbor Point Advisors, Securities America, UBS Financial Services, and Summit Financial Group. Outside of advisory work, he owns a tax and accounting consulting practice. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers various investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.