Spencer, WI Office

Juli McNeely is a CFP® with 30 years of experience in the financial industry. She currently works at OSAIC and previously held roles at Woodbury Financial Services Inc and SII Investments. McNeely is the author and speaker behind Juli McNeely Consulting LLC and has served as past president of the National Association of Insurance Financial Advisors. She also participates on the AssetMark Field Advisory Board and volunteers on committees for the Million Dollar Round Table. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions through an extensive adviser network. The firm employs a variety of investment platforms and third-party manager solutions, offering both discretionary and non-discretionary portfolio management with integrated brokerage and advisory services.

Melanie Kunze is a CFP® professional with four years of industry experience, currently serving as an advisor at OSAIC since 2024. Her prior experience includes roles at Woodbury Financial, McNeely Financial, and Marathon School District. Outside of financial advising, she is involved with Smazal's Hunters Choice and co-owns Clarity by Design LLC, a business focused on marketing organizational products and value acceleration services for small businesses. OSAIC serves a broad range of retail and institutional clients and offers integrated brokerage and advisory services through a large network of affiliated financial advisers. The firm utilizes firm-provided tools for portfolio construction and supports multiple advisory platforms, including third-party managed account solutions.

Rebecca Gonzalez is a Certified Financial Planner® with over 22 years of experience in financial advisory services. She is currently with OSAIC and has held prior roles at Financial Clarity by Design, Woodbury Financial Services, SII Investments, and McNeely Financial Services. Gonzalez serves on a subcommittee for the Leadership In Life Institute at the National Association of Insurance and Financial Advisors (NAIFA), where she helps assess course curriculum and supports professional development initiatives. OSAIC is a firm that serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. Its advisers utilize advanced asset-allocation tools and offer integrated brokerage, investment advisory services, and access to third-party money managers across multiple advisory platforms.

Daniel Flees is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services Inc. and Sii Investments. Outside of his advisory role, he serves as a Trustee for the Knights of Columbus Fr. John Eisen Assembly #1219, overseeing financial audits for the organization. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.