Bradley Mentzer is a financial advisor with Osaic Wealth, Inc. based in Carlisle, PA, holding a PFS™ designation and Series 63 and 65 licenses. He has 27 years of industry experience, including roles at Avantax and Cetera, as well as operating his own CPA and financial advisory practices. He and his spouse own the office building that houses his tax and investment businesses. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm integrates brokerage and advisory services and employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across multiple asset classes.

Steven Jumper is a financial advisor at Osaic with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services, MRK Financial Solutions Inc, and Citizens Securities Inc. He is based in Carlisle, PA. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party money managers.

Christopher Weber is a financial advisor at OSAIC with nine years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Bradley A. Mentzer, CPA/PFS, DeRock Electric Company, and Rikore Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, using tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes.