Steven Ball is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining Osaic in 2017, he worked at Sterne Agee Investment Advisor Services, Sterne Agee Financial Services, and Wrp Investments. He is also co-president of ABS Financial Group, Inc., which provides financial services including life and disability insurance. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and managed accounts across multiple investment platforms.

Shelby Lake is a financial advisor with Osaic Wealth, Inc. based in Centerville, OH, holding Series 63 and Series 65 credentials and 26 years of industry experience. Prior to joining Osaic, Lake worked at Royal Alliance Associates, Sterne Agee Investment Advisor Services, Sterne Agee Financial Services, and Wrp Investments. Outside of advisory work, Lake is Co-President of ABS Financial Group, Inc., a financial services company specializing in life, disability, and long-term care insurance. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services with various investment tools and access to third-party money managers, supporting both discretionary and non-discretionary account management.