Fitchburg, WI 2924 Marketplace Drive Office

Matthew Cuplin is a CFP® professional with 18 years of industry experience. He is currently with Osaic Wealth and has previously worked at Commonwealth Financial Network and SII Investments Inc. Cuplin is a co-owner of Midwest Financial Group, a private entity that provides tax services in addition to securities and advisory business. Osaic Wealth serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and employs various asset-allocation tools and third-party solutions to construct and manage client portfolios.

Brandon Masbruch is a financial advisor with Osaic Wealth Inc. He holds a Series 66 designation and has 12 years of industry experience. He co-owns Midwest Financial Group, which provides advisory, securities, insurance, and tax services. Masbruch also serves as an elected Trustee for the Village Board of Belmont, Wisconsin. Osaic Wealth, Inc. serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage, investment advisory, financial planning, and managed account services, using tools such as asset-allocation models, risk tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Eric Iwanski is a financial advisor at Osaic with 11 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Commonwealth Financial Network, Midwest Financial Group, and several other firms. Outside of advisory work, he is involved in fixed insurance sales as an agent. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage a wide range of investment portfolios.

Jackson Clements is a financial advisor at OSAIC with a Series 65 designation and three years of industry experience. Prior to his current role, he worked at Commonwealth Financial Network and Midwest Financial Group. His background also includes positions outside of finance, such as at Ace Hardware and local recreational services in Wisconsin. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided tools, supporting both discretionary and non-discretionary account management.

Jacqueline Frazee is a financial advisor with Osaic Wealth Inc. She holds the Series 66 designation and has 18 years of industry experience. Prior to joining Osaic, she worked at Commonwealth Financial Network and SII Investments. Frazee is also co-owner and Chief Operating Officer of Midwest Financial Group, a private entity providing tax services. Osaic Wealth, Inc. 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 multiple advisory platforms and third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Jason Reynolds is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Farmers Savings Bank Investment Center and Commonwealth Financial Network. Reynolds is based in Fitchburg, WI. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions through a large network of affiliated advisers.

Nicholas Krey is a financial advisor with Osaic Wealth Inc. in Fitchburg, WI. He holds a Series 66 designation and has six years of industry experience. His prior work includes roles at Commonwealth Financial Network, Midwest Financial Group, and Edward Jones. Outside of advising, he was involved with several business ventures including Always Rising Media, LLC. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial 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 construct diversified portfolios tailored to client needs.