Kelly Fennelly is a CFP® with 24 years of industry experience, currently serving as a financial advisor at OSAIC Wealth, Inc. He has worked previously at Elements Financial Federal Credit Union and LPL Financial. Fennelly is a partner in KJ&J Wealth, a team based in Greenwood, IN. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and offering access to third-party money managers and managed-account solutions.

John Francis Evans is a CFP® professional with seven years of industry experience. He is currently affiliated with Osaic Wealth, Inc. and has previously worked at LPL Financial, Elements Financial Credit Union, and served in the United States Navy. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated financial services and employs various investment tools and third-party solutions to construct and manage client portfolios.

Jami Wolsiefer is a financial advisor with Osaic Wealth Inc, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Elements Financial FCU, LPL Financial, Bank of America, and Merrill. She also serves as an administrative registered assistant for two investment-related LLCs, performing client service and administrative duties. Osaic Wealth Inc serves a diverse client base including individual investors, institutions, and charitable organizations, offering brokerage, investment advisory, and financial planning services. The firm employs tools such as asset-allocation models and risk-tolerance questionnaires to construct portfolios across a range of asset classes and supports multiple advisory platforms and third-party managed account solutions.