Ryan Marsh is a CFP® with nine years of industry experience, currently associated with Osaic Wealth, Inc. since 2024. He previously worked at Triad Advisors from 2014 to 2024. Marsh is also engaged in insurance sales, providing clients with insurance products to fit their needs. Osaic Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios across various investment types.

Connor Marsh is a financial advisor with OSAIC in Jacksonville, FL, holding a Series 66 designation and nine years of industry experience. He has worked at OSAIC since 2024 and previously spent seven years at Triad Advisors. Marsh is also involved with Excalibur Financial Services, where he coordinates life insurance products and assists clients with financial planning related to insurance coverage. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk tolerance assessments, and third-party money managers.