Brookfield, WI W Bluemound Rd Office

Thomas Hutchinson is a financial advisor at OSAIC with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at MPC Advisers and EmbedTek. OSAIC Wealth serves a diverse client base including retail investors, retirement plan participants, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

John Hutchinson is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Woodbury Financial Services, LPL Financial, and First Midwest Bank. In addition to advisory work, he assists clients with life, disability, and long-term care insurance through MPC Insurance Services. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process that includes asset allocation, portfolio optimization, and access to both discretionary and third-party-managed strategies.

Anna Hackbarth is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. Prior to joining OSAIC in 2024, she worked at Woodbury Financial Services and MPC Advisers. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm uses a model-based investment process with a variety of program options and is notable for its scale, complex affiliate network, and recent industry consolidation.

Bart Lia is a financial advisor at OSAIC with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Woodbury Financial Services, Girard Securities, MPC Advisors, and Securian Financial Services. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Lauren Thompson is a financial advisor at OSAIC with 21 years of industry experience. She holds a Series 66 designation and has worked at Woodbury Financial Services Inc, Girard Securities, Inc., and Matrise, Polzin & Company. Outside of her advisory role, she serves as State Treasurer for ABATE of Wisconsin, assisting with financial reporting and bookkeeping. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and access to both proprietary and third-party investment strategies.

Eric Tweeden is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Woodbury Financial Services Inc, Girard Securities, Inc., MPC Advisors LLC, and Matrise/Polzin Retirement Planning Corp. In addition to his advisory role, he is an agent with MPC Insurance Services LLC, focusing on life insurance and fixed annuities. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by both proprietary and third-party investment strategies.

Leo Lesch is a CFP® with 18 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Woodbury Financial Services Inc. and Waddell & Reed, Inc., and owns Sky Guard Planning, LLC. Outside of his advisory role, Lesch is a commercial pilot and owner of VORTEX LEASING, LLC, which leases helicopters to commercial operators. He also serves as Past Council President and volunteer for the Potawatomi Area Council of the Boy Scouts of America. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering a multi-advisor platform with brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supported by proprietary tools and multiple managed account options.

Scott Waechter is a financial advisor with OSAIC in Brookfield, WI, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Alliance America, United Advisors America, and FSB Premier Wealth Management, among others. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment approach that incorporates risk tolerance assessments, portfolio optimization, and multiple portfolio management options.

Tyler Giddings is a financial advisor at Osaic Wealth Inc with one year of industry experience and holds a Series 66 designation. Prior to joining Osaic, he worked at MPC Advisers and Good Karma Brands. Outside of finance, he occasionally bartends at Blackstone Creek Golf Club in Germantown, WI. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and risk management tools.

Anthony Galati is a financial advisor with OSAIC holding a Series 66 designation and three years of industry experience. His prior roles include positions at MPC Advisers and Woodbury Financial Services Inc. He was also the owner of Continuum Footspas, LLC for over a decade before transitioning into finance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform with an investment process centered on model-based asset allocation, portfolio optimization, and various managed account strategies.

Joseph Matrise is a financial advisor with Osaic Wealth, holding a Series 66 designation and 12 years of industry experience. He previously worked at Woodbury Financial Services, MPC Advisers, and Girard Securities. Outside of advisory work, he is also a licensed agent for fixed insurance products through Midwest Planning Company LLC. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with a focus on asset allocation, portfolio optimization, and risk management, supported by a broad network of affiliated broker-dealers and asset managers.

Dominic Rice is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Woodbury Financial Services, Girard Securities, and Securian Financial Services. Rice also engages in fixed insurance sales through Matrise Polzin and Co and MPC Insurance Services. OSAIC serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services supported by a model-based investment process and multiple custodial and affiliated relationships.

David Berka is a financial advisor at Osaic with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes positions at Woodbury Financial Services, Inc., Girard Securities, Inc., and MPC Advisors, LLC. He is also an agent with MPC Insurance Services, involved in the sales of life insurance and long-term care insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection.

Derek Winn is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior work includes roles at Woodbury Financial Services, Girard Securities, MPC Advisers, and Securian Financial Services. He is a board member of Midwest Planning Company LLC, a service entity supporting financial advisers, and also acts as an insurance agent for fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization, supported by multiple investment and platform options.

Lori Baneck is a financial advisor at Osaic Wealth with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Girard Securities, MPC Advisors, and Securian Financial Services. Outside of her advisory role, she is a notary. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, utilizing a multi-advisor platform and a range of investment programs.