Steven Combest is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. since 2023. He previously worked at FSC Securities Corp. and Capital Financial Services, Inc. In addition to his advisory role, Combest is co-owner and property manager of a family-owned shopping center and operates Combest Wealth Management, LLC, providing financial planning and investment advisory services. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs sophisticated portfolio construction tools and supports multiple advisory platforms and legacy programs.

Amy Solum is a financial advisor at Osaic with 10 years of industry experience. She holds a Series 66 designation and has held roles at JPMorgan Chase Bank NA and Saville CPAs & Advisors. She spent intermittent periods as a homemaker between her professional engagements. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third‑party money managers. The firm utilizes multiple platforms and tools for portfolio construction and management, supporting diverse investment strategies and client needs.