William Montgomery is a financial advisor with OSAIC based in Columbus, OH, holding a Series 63 designation and 36 years of industry experience. His prior firms include Woodbury Financial Services, Cetera Advisor Networks, and Vantage Financial Group. He is also involved with Wealth Management Solutions, LLC, where he serves as a financial advisor. OSAIC serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage diversified portfolios on both discretionary and non-discretionary bases.

Angela Berry is a financial advisor with OSAIC and holds the ChFC® designation along with Series 63 and Series 65 licenses. She has 30 years of industry experience, including roles at Woodbury Financial Services, Cetera Advisor Networks, and Vantage Financial Group. Berry is also the Chief Operating Officer and co-owner of Wealth Management Solutions, LLC, where she oversees office operations and administrative staff. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party managers, using various tools and programs to build and manage portfolios on both a discretionary and non-discretionary basis.

Susan Finefrock is a CFP® professional with 20 years of experience in financial advising. She is currently with OSAIC, having joined in 2024, and previously worked at Woodbury Financial Services, Cetera Advisor Networks, and Vantage Advisory Services. Susan serves as a FINRA arbitrator and holds leadership roles in the Zonta Club of Columbus, a nonprofit organization focused on supporting women’s causes. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage diverse portfolios and supports multiple advisory platforms and legacy programs.

Richard Detillio Jr. is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 63 designation and has worked previously at Woodbury Financial Services, CETERA Advisor Networks, and Vantage Financial Group. Detillio also serves as CEO of Wealth Management Solutions, LLC, an independent insurance agency offering fixed insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a broad network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to deliver tailored portfolio management solutions.