Craig Surprise is a financial advisor with OSAIC in Appleton, WI, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked with United Securities Alliance, Inc. since 2001 and is involved with his own business, Surprise Inc. He also provides fixed insurance products through Legacy Investment Services, Inc. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Jeffrey Koch is a Series 63 licensed financial advisor with Edward Jones, based in Kaukauna, WI. He has 34 years of industry experience, having worked at Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.