Benjamin Taylor is a CFP® with 11 years of industry experience currently with OSAIC since 2024. He has previously worked at Sigma Financial Corporation and Wholehan & Associates, where he also serves as a financial planning assistant, providing technical software and administrative support. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management tools, supported by a complex network of affiliates and recent consolidation activity.

Timothy Roth is a CFP® professional with 34 years of industry experience, currently serving at OSAIC since 2024. His prior roles include positions at SPC, Sigma Financial Corporation, Osaic FA, Inc., and Thrivent Investment Management. Outside of his advisory work, he is active in his community as an organist and council president at Trinity Lutheran Church and as a member of the Waterville Chamber of Commerce. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach is model-based, utilizing asset allocation, portfolio optimization, and risk-tolerance analysis, supported by a complex affiliate network and private-equity ownership.

John Engler is a financial advisor at OSAIC with 25 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining OSAIC in 2024, Engler worked at SPC and Sigma Financial Corporation for 16 years, as well as Thrivent Investment Management and Osaic FA, Inc. He also serves in leadership roles at St. Paul Lutheran Church in Liberty Center, OH. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation, portfolio optimization, and a multi-advisor platform that supports discretionary and third-party management strategies.

Richard Tesznar is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Engler, Garrow & Roth, LTD, where he serves as a paraplanner assisting financial planners. Outside of his advisory role, he has worked as a delivery driver for DoorDash. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a variety of managed account strategies.

Maxwell Armstrong is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. He previously worked at Engler, Garrow and Roth, Ltd. and Northwestern Mutual. Armstrong attended the University of Toledo from 2021 to 2025. Osaic Wealth serves a broad range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers comprehensive financial planning and investment management through a multi-advisor platform with model-based asset allocation and portfolio optimization tools.

Karla Stanton is a CFP® and ChFC® with 20 years of experience in financial services. She has worked at OSAIC since 2024 and previously spent 16 years at Sigma Financial Corporation and one year at Thrivent Investment Management. Stanton serves as the Secretary on the board of the Fulton County Pork Producers, a nonprofit supporting fair activities and the Junior Livestock Auction. OSAIC is a large multi-advisor platform serving retail and institutional clients with a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, offering both proprietary and third-party investment strategies across diverse account types.

Cole Roth is a financial advisor at OSAIC in Maumee, OH, holding a Series 66 designation. He has approximately one year of industry experience, with prior roles at Compass Group and Kroger. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is noted for its scale, complex affiliate network, and recent consolidation activity.

Matthew Garrow is a CFP® and ChFC® with 40 years of experience in the financial industry. He is currently with Osaic and previously worked at SPC, Sigma Financial Corporation, and Thrivent Investment Management. Garrow serves on the board of the Morenci Downtown Development Authority and is involved with the Kiwanis Club, where he participates in scholarship selection and community activities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with a range of advisory and brokerage services delivered through a large multi-advisor platform.