Taylor Ehrman is a financial advisor with Osaic Wealth, Inc. in Carmel, Indiana, holding Series 63 and Series 66 designations and bringing nine years of industry experience. Prior to joining Osaic in 2024, he worked at firms including Woodbury Financial Services and First Allied Advisory Services. Ehrman serves as treasurer for a local homeowners association and owns Ehrman Standard LLC, a holding company. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm uses various portfolio construction tools and supports both discretionary and non-discretionary account management.

Joel Harris is a financial advisor with Osaic Wealth, Inc. based in Carmel, Indiana, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at LPL Financial, LLC and Signator Investors, Inc. He also conducts investment-related seminars at the Monon Community Center. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and advisory services across multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and efficient-frontier analysis to construct portfolios that include a variety of investment vehicles, with management options tailored to client preferences.

Cresta Clawson is a financial advisor at Osaic Wealth, Inc. with nine years of industry experience. She holds a Series 66 designation and previously worked at Woodbury Financial Services and Thrivent Financial. Outside of her advisory role, she owns Cresta Wealth Partners, LLC, which provides ongoing investment advice and insurance services. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated financial services, using firm-provided tools and third-party platforms to construct and manage portfolios across various asset classes.