Kevin Morrison is a Series 66-credentialed financial advisor with Raymond James & Associates, where he has worked since 2007. He has 23 years of industry experience. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Brian Sonnenberg is a financial advisor with LPL Financial, holding a Series 66 designation and over 25 years of industry experience. His career includes roles at BMO Harris Financial Advisors, BMO HARRIS Bank, M&I Investment Management Corp., and M&I Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by both discretionary and non-discretionary investment strategies.

James Adducci is a financial advisor at OSAIC with 20 years of industry experience. He holds the CFP® designation and the Series 63 license. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services, Avantax Investment Services, and operated his own firms, including Adducci Financial Services and Adducci Accounting. He also serves as the Comptroller for the Village of Crestwood and is a partner at Adducci Vega Financial Group, LLC, a CPA firm providing tax preparation and accounting services. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Jeffrey Johnson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services for nine years. In addition to his advisory role, he is a licensed real estate broker and serves on the board of a nonprofit charity. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Alfred Czerniewski Jr. is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at FSC Securities Corporation for 22 years. He is also co-owner of Czerniewski Insurance Agency LLC, a family-operated insurance business. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a network of affiliated advisers. The firm combines brokerage and advisory services with a range of portfolio management tools, offering both discretionary and non-discretionary account management.