Curtis Frisch is a CFP® and ChFC® with 14 years of industry experience. He has been with Osaic since 2018 and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Frisch also engages in insurance sales and financial planning through several affiliated entities. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of financial advisers, offering brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple platform solutions including Envestnet and SEI.

Jason Elchert is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 63 designation and has been associated with Savage & Associates since 2001 and Royall Alliance since 2013. Outside of his advisory role, he serves as an assistant football coach at Liberty Benton High School. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a multi-platform approach offering brokerage, advisory, financial planning, and managed account services, utilizing various asset-allocation tools and third-party solutions to construct and manage portfolios.

Jonathan Brimley is a financial advisor with OSAIC Wealth, Inc. based in Findlay, OH, holding a Series 66 designation and with 20 years of industry experience. His prior work includes roles at Royal Alliance and J.P. Morgan Securities. Outside of his advisory work, he serves on the Grounds Committee at Findlay Country Club. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios and supports both discretionary and non-discretionary account management.