Matthew Fiske is a financial advisor at OSAIC with 22 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Woodbury Financial Services, Questar Asset Management, and Sandvold Financial Group, where he also serves as an insurance agent providing fixed annuities, life, LTC, and employee benefits insurance. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Matthew Nelson is a financial advisor with LPL Enterprise, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Fisher Investments and Prudential Financial. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through an integrated platform that combines model portfolios, third-party asset management, and insurance products.

Benjamin Long is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2024. Prior to this, he was involved with Long Range Financial and has experience outside of advising, including roles at Maranatha Christian Academy and the PGA Tour Superstore. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management along with model portfolios and research.

Joshua Nelson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2021 and previously held positions at Securities America Advisors and National Planning Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.