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Douglas M
ChFC®, Series 63
San Angelo, TX
OFG Financial Services, Inc.
Douglas Massey is a financial advisor with OFG Financial Services, Inc. in San Angelo, Texas, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He has been with OFG Financial Services since 1997 and has worked as a self-employed advisor since 1985. Massey is also involved in insurance and fixed annuity sales through his own business and serves on investment committees for NAIFA chapters without compensation. OFG Financial Services is a multi-advisor SEC-registered investment adviser serving individual and corporate clients with approximately $271 million in assets and 850 client relationships. The firm offers portfolio management, written financial planning, and consulting while employing fundamental analysis to build portfolios that often emphasize no-load mutual funds, managing accounts on a non-discretionary basis and facilitating client-directed brokerage.
Jake L
Series 66
Topeka, KS
OFG Financial Services, Inc.
Jake Lebahn is a financial advisor at OFG Financial Services, Inc. with two years of industry experience. Prior to joining OFG in 2023, he worked for Alpha Media Topeka for 17 years. He holds a Series 66 designation and spends part of his time involved in life insurance commissions with Midland National, Lincoln Financial, and SILAC. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships through a team of 37 advisors. The firm uses fundamental analysis to construct portfolios primarily composed of no-load mutual funds and listed securities, offering non-discretionary advice tailored to client objectives.
Mitchell Q
Series 63, Series 65
Topeka, KS
OFG Financial Services, Inc.
Mitchell Quick is a financial advisor with OFG Financial Services, Inc. in Topeka, KS, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been with OFG Financial Services since 2012. OFG Financial Services is a multi-advisor SEC-registered investment adviser serving individuals and corporate clients, managing approximately $271 million in assets across about 850 client relationships. The firm emphasizes fundamental analysis and non-discretionary portfolio management, offering written financial plans and consulting while integrating broker-dealer and insurance activities.
Craig C
Series 63, Series 65
College Station, TX
OFG Financial Services, Inc.
Craig Colson is a financial advisor at OFG Financial Services, Inc. in College Station, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OFG Financial Services since 2012. Outside of his advisory role, he is involved in insurance product sales through Executive Financial Services and participates as a limited partner in agricultural and timber ventures. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm employs fundamental analysis to construct portfolios emphasizing no-load mutual funds and listed securities, offering non-discretionary account management and a range of planning and consulting services.
Robert T
Series 63, Series 65
Topeka, KS
OFG Financial Services, Inc.
Robert Tersinar is a financial advisor with OFG Financial Services, Inc. in Fort Scott, Kansas, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has been with OFG Financial Services since 2012. Outside of his advisory role, he is involved in agricultural activities as a sole proprietor of a family farm and serves on the City of Girard Planning Board. OFG Financial Services serves individuals and corporations with investment advisory and planning services, managing approximately $270 million in assets across 843 client relationships through a team of 37 advisors. The firm employs fundamental analysis to build portfolios with an emphasis on no-load mutual funds and listed securities, providing advice on both long- and short-term investments and managing accounts on a non-discretionary basis.
Weston W
Series 66
Topeka, KS
OFG Financial Services, Inc.
Weston Woodring is a financial advisor at OFG Financial Services, Inc. with two years of industry experience and holds a Series 66 designation. He also serves as a youth minister at Joplin Calvary Church of the Nazarene and is involved with Acumen Fiscal Agent LLC, where he supports individuals with special needs. OFG Financial Services is a multi-advisor SEC-registered investment adviser serving individuals and corporate clients with approximately $271 million in client assets. The firm offers portfolio management using fundamental analysis, written financial planning, and consulting services, operating on a non-discretionary basis and often integrating broker-dealer and insurance activities.
John P
Series 63, Series 65
College Station, TX
OFG Financial Services, Inc.
John Phinney is a financial advisor with OFG Financial Services, Inc. in College Station, TX, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with OFG Financial Services since 2000. In addition to his advisory role, Phinney spends part of his time working with fixed annuities, life insurance, long-term care insurance, and health and disability insurance. OFG Financial Services is a multi-advisor SEC-registered investment adviser serving individuals and corporate clients with approximately $271 million in client assets and about 850 client relationships. The firm uses fundamental analysis to construct portfolios that often emphasize no-load mutual funds and provides written financial plans and limited consulting, managing accounts on a non-discretionary basis.
Steven C
ChFC®, Series 63, Series 65
College Station, TX
OFG Financial Services, Inc.
Steven Colson is a financial advisor with OFG Financial Services, Inc. in College Station, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including 27 years with OFG Financial Services and over 28 years as an independent agent. Outside of his advisory role, he is involved in executive financial services focused on life and health insurance and fixed annuities, and he holds stock in Lion Street, Inc., an independent marketing organization for life insurance products. OFG Financial Services serves individuals and corporations through a team of 37 advisors managing approximately $270 million in assets. The firm provides non-discretionary portfolio management and financial planning, employing fundamental analysis with an emphasis on no-load mutual funds and listed securities.
Matthew C
Series 63, Series 65
Topeka, KS
OFG Financial Services, Inc.
Matthew Campbell is a financial advisor at OFG Financial Services, Inc. in Topeka, KS, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining OFG Financial Services, he worked in educational roles at Pittsburg State University, Fort Scott Community College, and Fort Scott High School. OFG Financial Services is a multi-advisor SEC-registered investment adviser serving individuals and corporate clients with approximately $271 million in client assets. The firm employs fundamental analysis to construct non-discretionary portfolios that often emphasize no-load mutual funds and provides written financial planning and consulting services.
Larry D
Series 63, Series 65
Topeka, KS
OFG Financial Services, Inc.
Larry Davenport is a financial advisor with OFG Financial Services, Inc. in Fort Scott, KS, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He has been with OFG Financial Services since 2002. Outside of his advisory role, he is involved with SEK Financial Services, LLC, where he spends a significant portion of his time on retirement planning and insurance services. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to construct portfolios primarily featuring no-load mutual funds and listed securities, managing accounts on a non-discretionary basis.
Lawrence R
Series 63, Series 65
Yukon, OK
OFG Financial Services, Inc.
Lawrence Ruzicka is a financial advisor with OFG Financial Services, Inc. in Yukon, OK, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with OFG Financial Services since 2001. In addition to advisory services, he spends a small portion of his time selling health and life insurance. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm emphasizes fundamental analysis, employing primarily no-load mutual funds and a mix of listed securities, and manages accounts on a non-discretionary basis.
Charles K
Series 63, Series 65
Huntsville, TX
OFG Financial Services, Inc.
Charles Kooken is a financial advisor with OFG Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. He has been with OFG Financial Services since 2009. Outside of advisory work, he spends a small portion of his time selling term and universal life insurance. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to build portfolios that typically include no-load mutual funds and a mix of listed securities, managing accounts on a non-discretionary basis.
Katherine M
Series 63, Series 65
Topeka, KS
OFG Financial Services, Inc.
Katherine Mcmaster is a financial advisor with OFG Financial Services, Inc. in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked with OFG since 2009 and serves as an Investment Advisor Representative for Cobbler Capital Management LLC since 2016. Additionally, she spends part of her time enrolling eligible participants into Section 125 benefit plans. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to build portfolios focused on no-load mutual funds and listed securities, offering non-discretionary portfolio management along with written financial planning and consulting.
Scott M
Series 63, Series 65
College Station, TX
OFG Financial Services, Inc.
Scott Marwil is a financial advisor at OFG Financial Services, Inc. in College Station, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. Prior to joining OFG Financial Services in 2017, he worked at E N Engineering for one year. Outside of his advisory role, he serves as a general contractor for JL Contracting, LLC, assisting with rebuilding homes damaged by Hurricane Harvey on a volunteer basis and also sells various insurance products on a part-time basis. OFG Financial Services is a multi-advisor SEC-registered investment adviser managing approximately $271 million in client assets across about 850 client relationships. The firm provides portfolio management, written financial planning, and consulting services, employing fundamental analysis to build portfolios often focused on no-load mutual funds, and operates on a non-discretionary basis typically directing brokerage accounts through its affiliated broker-dealer and RBC Capital Markets.
Douglas C
Series 63, Series 65
College Station, TX
OFG Financial Services, Inc.
Douglas Crum is a financial advisor with OFG Financial Services, Inc. in College Station, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with OFG Financial Services since 2000. Outside of advisory work, he is involved in the sale of insurance and fixed annuities through Executive Financial Services. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm employs fundamental analysis to construct portfolios with an emphasis on no-load mutual funds and listed securities, managing accounts on a non-discretionary basis and documenting client objectives prior to recommendations.
Mason K
Series 63, Series 65
Topeka, KS
OFG Financial Services, Inc.
Mason Knopp is a financial advisor with OFG Financial Services, Inc. in Fort Scott, Kansas, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His work history includes roles at SEK Financial LLC, First Guaranty Bank, and Southern Louisiana University. Outside of financial advising, he is involved in personal cattle operations. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to construct portfolios emphasizing no-load mutual funds and listed securities, offering non-discretionary management and documented client objectives prior to recommendations.
Jonathan G
Series 63, Series 65
Topeka, KS
OFG Financial Services, Inc.
Jonathan Gatz is a financial advisor with OFG Financial Services, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He previously worked at Royal Alliance and National Planning Corporation. Outside of his advisory role, he is involved in marketing securities and insurance products through his ownership in related business entities. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to build portfolios emphasizing no-load mutual funds and listed securities, managing accounts on a non-discretionary basis and documenting client objectives before recommendations.
Jesse B
Series 66
Bryan, TX
OFG Financial Services, Inc.
Jesse Burditt III is a financial advisor with OFG Financial Services, Inc. in Bryan, TX, holding a Series 66 designation and over 52 years of industry experience. He has been with OFG Financial Services since 1992. Outside of his advisory role, he is involved in life and health insurance sales and advice through The Burditt Company and participates in purchasing oil and gas leases and royalty interests with HIO Oil & Gas, LLC. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm employs fundamental analysis to build portfolios primarily using no-load mutual funds and listed securities, managing accounts on a non-discretionary basis and documenting client objectives before making recommendations.
Benjamin S
Series 63, Series 65
College Station, TX
OFG Financial Services, Inc.
Benjamin Schroeder is a financial advisor with OFG Financial Services, Inc. in College Station, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with OFG Financial Services since 2016. Outside of advisory work, he is an independent life and health insurance agent, dedicating about 10% of his time to these activities. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to construct portfolios emphasizing no-load mutual funds and listed securities, offering non-discretionary portfolio management and written financial planning.
Kevin W
Series 63, Series 65
New Braunfels, TX
OFG Financial Services, Inc.
Kevin Webb is a financial advisor with OFG Financial Services, Inc. in New Braunfels, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at OFG Financial Services since 2007 and also operates Webb Insurance. Outside of his advisory role, Webb serves as a Comal County Texas County Commissioner for Precinct 3, where he is involved in setting the county budget, tax rate, and priorities. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships with a team of 37 advisors. The firm uses fundamental analysis to construct portfolios emphasizing no-load mutual funds and listed securities, managing accounts on a non-discretionary basis and documenting client objectives before making recommendations.
Lorin K
Series 66
College Station, TX
OFG Financial Services, Inc.
Lorin Kieschnick is a financial advisor at OFG Financial Services, Inc. with 18 years of industry experience. He holds a Series 66 designation and has been with OFG Financial Services and Ameritrust Capital Mortgage since 2007. Outside of advisory work, Kieschnick is involved in livestock sales and marketing. OFG Financial Services serves individuals and corporations with investment advisory and planning services, managing approximately $270 million in assets through a team of 37 advisors. The firm uses fundamental analysis to construct portfolios emphasizing no-load mutual funds and listed securities, providing non-discretionary advice tailored to client objectives.
Leasa H
ChFC®, Series 63
Topeka, KS
OFG Financial Services, Inc.
Leasa Huffman is a ChFC® and Series 63 licensed advisor with OFG Financial Services, Inc., where she has worked since 2002. She has 39 years of industry experience. Outside of her advisory role, she is involved in selling essential oils through doTerra. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm emphasizes fundamental analysis to build portfolios primarily with no-load mutual funds and listed securities, offering non-discretionary management and documented client objectives.
Chris D
Series 63, Series 65
Topeka, KS
OFG Financial Services, Inc.
Chris Davenport is a financial advisor at OFG Financial Services, Inc. with one year of industry experience. He previously worked at Heartland Business Capital for six years and GN Bank for four years. Outside of his advisory role, he owns two investment LLCs related to long-term and short-term rental properties. OFG Financial Services is an SEC-registered multi-advisor firm serving individuals and corporate clients with approximately $271 million in assets under management. The firm employs fundamental analysis to construct portfolios primarily emphasizing no-load mutual funds and offers written financial planning and consulting services on a non-discretionary basis.
Dean W
Series 63, Series 65
San Antonio, TX
OFG Financial Services, Inc.
Dean Willeford is a financial advisor with OFG Financial Services, Inc. in San Antonio, TX, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with OFG Financial Services since 2017 and also operates Willeford Financial Group, where he is involved in insurance and annuity sales as an independent insurance agent. OFG Financial Services is a multi-advisor SEC-registered investment adviser serving individual and corporate clients with approximately $271 million in assets under management across about 850 client relationships. The firm offers portfolio management using fundamental analysis, written financial planning, and limited consulting, operating on a non-discretionary basis and often facilitating relationships with third-party managers.
Todd P
Series 66
Topeka, KS
OFG Financial Services, Inc.
Todd Payne is a financial advisor at OFG Financial Services, Inc. in Topeka, KS, with 17 years of industry experience. He holds the Series 66 designation and has been with OFG Financial Services since 2008. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets for about 843 client relationships. The firm employs fundamental analysis to build portfolios primarily consisting of no-load mutual funds and listed securities, offering non-discretionary management and documented client objectives before recommendations.
James S
Series 63, Series 65
Topeka, KS
OFG Financial Services, Inc.
James Sather is a financial advisor at OFG Financial Services, Inc. with 25 years of industry experience. He has been with OFG Financial Services since 2000 and holds Series 63 and Series 65 licenses. His other business activities include retirement planning and selling mutual funds and variable annuities through SEK Investments, LLC. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing about $270 million in assets across 843 client relationships. The firm emphasizes fundamental analysis to build portfolios primarily consisting of no-load mutual funds and listed securities, managing client accounts on a non-discretionary basis.
Richard H
Series 63, Series 65
Topeka, KS
OFG Financial Services, Inc.
Richard Higgs Jr. is a financial advisor with OFG Financial Services, Inc. in Topeka, Kansas, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with OFG Financial Services since 1993. Outside of advising, he serves as a board member of Wabunsee Pines Golf Course and is president and owner of Higgs Financial Services, which focuses on insurance sales including life, group, LTC, health, and fixed annuities. OFG Financial Services provides investment advisory and planning services to individuals and corporations through a team of 37 advisors managing approximately $270 million in assets. The firm employs fundamental analysis to build portfolios emphasizing no-load mutual funds and listed securities, managing accounts on a non-discretionary basis and documenting client objectives prior to implementing recommendations.
Tyler M
Series 63, Series 65
Topeka, KS
OFG Financial Services, Inc.
Tyler Mcmaster is a financial advisor at OFG Financial Services, Inc. in Topeka, KS, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OFG Financial Services since 2015. Outside of his advisory role, he works as a contracted football official for K-12 games. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm employs fundamental analysis to construct portfolios primarily composed of no-load mutual funds and listed securities, offering non-discretionary advice tailored to client objectives.
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