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Kenton F

Series 63, Series 66

Elkhart, IN

OSAIC

Kenton Fervida is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he serves as a board member of the Hubbard Hill Retirement Community. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, utilizing asset-allocation tools, risk assessments, and access to third-party money managers to construct and manage portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Tarrence T

Series 66

Elkhart, IN

OSAIC

Tarrence Trusty is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at the Investment Center at Crossroads Bank and Indiana Wesleyan University. He is involved in insurance sales through Fervida Financial Strategies, LLC and assists with various administrative and marketing tasks there. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with multiple platforms and utilizes advanced tools for portfolio construction and management across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Taylor F

Series 66

Elkhart, IN

OSAIC

Taylor Fervida is a financial advisor with OSAIC, holding a Series 66 designation and over 11 years of industry experience. Prior to joining OSAIC in 2018, he worked at Signator Investors, Inc. and has maintained roles in insurance and investment advisory through Fervida Financial Strategies LLC since 2012. Outside of his financial career, he owns Narrow Road Adventures, a sole proprietorship focused on creating travel-related content and product recommendations via YouTube and social media. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment platforms and third-party solutions. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include various asset classes and investment restrictions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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