Waukesha, WI W233 N2080 Ridgeview Parkway Office

Tanner Federspill is a Financial Consultant currently working at Fidelity Investments. He began his tenure at Fidelity in 2022 as an Investment Consultant before advancing to his current role in 2023. Prior to joining Fidelity, Tanner served as a Private Client Banker at JP Morgan & Chase from 2018 to 2022. In his role, Tanner focuses on helping clients define clear financial goals and develop personalized plans that align with their values and priorities. His approach involves understanding clients' concerns and aspirations to tailor strategies that support their financial journeys. Tanner emphasizes building a strong foundation and continuously refining plans to adapt to clients' evolving needs. Outside of his professional work, Tanner has interests in football, golf, movies, reading, skiing, and soccer.

Lukas Zabel is a financial advisor at OSAIC Wealth Inc. with two years of industry experience. He holds the Series 66 designation and has worked at Ferrito & O'Gorman Financial Group and Waterstone Bank. Outside of his advisory role, he assists clients with the sale of life insurance through a sole proprietorship. OSAIC Wealth Inc. serves retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios containing a variety of investment types and provides access to third-party money managers and wrap programs.

Matthew Yerkes is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and RBC Capital Markets. Outside his advisory role, he is involved as an insurance agent with Ferrito & O'Gorman Financial Group. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, leveraging various asset-allocation tools and third-party platforms to manage portfolios on discretionary and non-discretionary bases.

Casey O’Gorman is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. Prior to joining OSAIC in 2024, he spent 18 years at Woodbury Financial Services. He serves as a board member of the Fellowship of Christian Athletes, a nonprofit organization, and also holds a board position at Westmoor Country Club. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors. The firm combines brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a wide range of investments.

Amedee O’Gorman is a Series 66 credentialed financial advisor with five years of industry experience. He currently works at OSAIC and previously held roles at Woodbury Financial Services, The Manitowoc Company, and Deloitte. Outside of his advisory duties, he provides private baseball instruction to youth players aged 7 through 18. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses proprietary asset-allocation tools and supports a variety of investment options with both discretionary and non-discretionary account management.