Brookfield, WI 13400 Bishop's Lane Suite 150 Office

Gerald Arnholt III is a financial advisor with OSAIC in Brookfield, WI, holding a Series 66 designation and having 10 years of industry experience. His prior work includes roles at Royal Alliance Associates, Sii, New York Life Insurance Co, and NYLIFE Securities LLC. Outside of advising, he serves as president of the Scimitar Foundation, a nonprofit focused on the preservation of the Tripoli Shrine Center, and is an associate board member of Shriners Children's Chicago hospital. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios and supports multiple advisory platforms with various third-party service arrangements.

Erik Lindenberg is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at OSAIC since 2018, following eight years at Jhfn Sii. Lindenberg serves as council president for St. Peter Lutheran School, a charitable organization. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that can include various investment products across discretionary and non-discretionary accounts.

Patrick Modjeski is a financial advisor with OSAIC based in Brookfield, WI, holding a Series 66 designation and 26 years of industry experience. He has worked at Royal Alliance Associates, INC. since 2018 and at Sii from 2016 to 2018. In addition to his advisory role, he is involved as an insurance broker and agent in the sale and service of fixed insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large affiliated adviser network. The firm provides integrated brokerage and advisory services, utilizing a range of investment tools and third-party platforms to construct portfolios across various asset classes.

Jeffrey Dorward is a CFP® professional with 25 years of industry experience, currently affiliated with OSAIC in Brookfield, WI. His prior work includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., and Mass Mutual Investors Services. Outside of his advisory work, he operates a sole proprietorship focused on the sales and marketing of fixed annuities, insurance, securities, and investment advisory products. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated financial services with an emphasis on asset allocation, risk management, and portfolio construction using a range of investment vehicles and third-party solutions.