Connor Judy is a financial advisor at OSAIC with a Series 66 credential and three years of industry experience. Prior to joining OSAIC, he worked with Savage and Associates and operated his own insurance business. He holds the role of Life Insurance Chair at BNI Northwest Ohio, where he discusses life insurance products and case scenarios. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and platforms, offering integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools and third-party money managers to construct diversified portfolios tailored to client risk tolerance and investment preferences.

Kelly Savage is a financial advisor with Osaic Wealth Inc. in Maumee, Ohio, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been associated with Savage & Associates since 1995 and with Osaic Wealth Inc. since 2013. Outside of his advisory work, Savage serves on the board of Blue and Gold, a nonprofit supporting the University of Toledo basketball program, and on the board of the Savage Foundation, which oversees charitable initiatives including the Savage Golf Classic. Osaic Wealth Inc. serves a diverse client base ranging from individual investors to pension plans and charitable organizations, offering an integrated suite of brokerage, advisory, and financial planning services through a large network of affiliated advisors. The firm utilizes a range of asset-allocation tools and third-party platforms to construct and manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Kaden Sanford is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining the firm, he was involved in the restaurant business, including roles at Tougen Japanese Restaurant and K's Fine Food & Drink. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes a range of asset-allocation tools and supports various investment strategies, including discretionary and non-discretionary account management.

Ryan Savage is a CFP® professional with seven years of industry experience, currently affiliated with OSAIC. His prior roles include positions at Wurtec, Savage and Associates, and Genoa Banking Company. He serves as a board member of the Toledo Police Foundation, a nonprofit organization supporting community and police partnerships. OSAIC serves a diverse client base ranging from individual investors to institutions, providing brokerage and advisory services through an extensive network of advisors. The firm employs a range of asset-allocation tools and offers access to various investment solutions, including model portfolios and third-party money managers.

Chandler Fitzgerald is a financial advisor at OSAIC Wealth Inc. with four years of industry experience. He holds the Series 63 and Series 65 licenses and works in Maumee, Ohio. Outside of his advisory role, Fitzgerald is involved in nonprofit activities including serving as media chairman for a local LPGA organization, chairman of an African American leadership council, assistant varsity basketball coach at a Christian school, and a member of an advisory and finance committee for a church. OSAIC Wealth Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services with access to multiple platforms and third-party managers, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Katie Hire is a financial advisor with Osaic Wealth, Inc. based in Maumee, Ohio, holding 19 years of industry experience. She has been with Royal Alliance since 2013 and has worked at Savage & Associates since 2006. Outside of her advisory role, she is a partner in Premier Specs LLC, a business involved in property acquisition and new home construction. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes a range of asset allocation tools and supports a variety of account management options, including discretionary and non-discretionary portfolios.

Steven Howard is a financial advisor with OSAIC who holds the Series 63 and Series 66 designations and has 25 years of industry experience. He has worked at Savage & Associates since 2000 and was with Royal Alliance from 2013 to 2023. Outside of his advisory roles, he is involved in offering life and health insurance products through a sole proprietorship. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset types, servicing accounts on both discretionary and non-discretionary bases.

Stephen Milewski is a financial advisor with OSAIC in Maumee, OH, holding Series 63 and Series 66 licenses and offering 28 years of industry experience. He has been with OSAIC since 2013 and also operates Savage & Associates, a sole proprietorship specializing in insurance sales and investment services. Milewski serves as a board member for Savage McVicker Insurance, providing input on business operations. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Gary Lesage is a CFP® professional affiliated with OSAIC, based in Maumee, Ohio, with 26 years of industry experience. He has been with OSAIC since 2013 and has worked at Savage & Associates since 1998. Lesage serves as a board member and shareholder of Savage McVicker Insurance and is involved in life and health insurance sales. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a wide network of advisers and advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing, with portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Ralph Toland III is a financial advisor with Osaic Wealth, Inc. in Maumee, Ohio, holding Series 63 and 66 licenses and with 33 years of industry experience. He has worked at Osaic Wealth since 2023, following a decade at Royal Alliance and over four decades with Savage & Associates. Outside of his advisory role, Toland serves as chairman of the board for the YMCA and is a board member of the National Museum of the Great Lakes. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage, investment advisory, financial planning, and retirement consulting services through a large network of advisors and multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a variety of asset types and supports both discretionary and non-discretionary management.

Joel Tschantz is a financial advisor with Osaic, holding a Series 63 designation and over 33 years of industry experience. He has been with Osaic since 2013 and has worked at Savage & Associates since 1984. Outside of finance, he is a 25% owner of a knife manufacturing company and engages in buying and selling sports memorabilia as a hobby. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Stephen Morr is a financial professional at OSAIC with 32 years of industry experience. He holds a Series 63 designation and previously worked at Royal Alliance for 10 years and Savage & Associates for over 30 years. Outside of his advisory role, Morr builds spec homes for resale as an owner and financier. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools and third-party managers to construct portfolios across various asset classes.

Mark Smith is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and possessing 40 years of industry experience. He has worked at OSAIC since 2023 and previously spent 10 years at Royal Alliance. He also owns a sole proprietorship selling life, health, and disability insurance products. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisors, utilizing advanced asset-allocation tools and third-party platforms to manage a broad range of investment products.

Robert Pietras is a financial advisor with OSAIC based in Maumee, Ohio. He holds Series 63, Series 65, and Series 66 registrations and has 20 years of industry experience. His career includes roles at Royal Alliance, Russel A Karban Financial, Inc., Plante Moran Financial Advisors, and Edward Jones. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers brokerage and investment advisory services through multiple platforms, utilizing asset allocation tools and third-party solutions to manage portfolios across a range of investment types.

Andrew Smigelski is a financial advisor at OSAIC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Skylight Financial Group and Kuhlman Corporation. Outside of his advisory role, Smigelski serves as a high school baseball coach and is a board member and chair elect for Epic Toledo, a nonprofit focused on young professionals’ networking and career development. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a variety of investment types and supports both discretionary and non-discretionary account management.

Tamara Pfaff is a financial advisor at OSAIC with 25 years of industry experience. She holds the Series 63 designation and has worked at OSAIC Wealth since 2013 and at Savage & Associates since 2000. In addition to her advisory role, she owns a rental property that she manages. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs advanced asset-allocation tools and supports various managed-account solutions across a complex platform structure.

Jeffrey Turner is a financial advisor at OSAIC with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with OSAIC since 2015. In addition to his advisory role, he is involved in marketing life, health, disability, and long-term care insurance products. OSAIC serves a broad mix of retail and institutional clients, including high-net-worth investors and charitable organizations, offering integrated brokerage and investment advisory services along with financial planning and retirement consulting through a large network of affiliated advisers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Dennis Rife is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and bringing 32 years of industry experience. He has worked with Osaic Wealth since 2023 and has prior experience at Royal Alliance and Savage & Associates. Outside of his advisory work, he serves as a deacon in the Catholic Church, performing religious services including weddings and funerals, and participates on the Area Office on Aging Advisory Board. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage, advisory services, financial planning, and access to various investment platforms and third-party managers. The firm utilizes a range of asset-allocation tools and supports both discretionary and non-discretionary account management.

Michael Rosenberg is a financial professional with 43 years of experience, currently affiliated with OSAIC Wealth since 2013. He holds Series 63 and Series 65 designations and has a long tenure with Savage and Associates dating back to 1983, with additional experience in insurance sales since 1964. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisers and multiple platforms. The firm employs various asset-allocation tools and supports a wide range of investment options and third-party managed solutions.

John Metzger is a financial advisor with OSAIC in Maumee, Ohio, holding a Series 66 designation and nine years of industry experience. He has worked at OSAIC since 2017. Metzger serves as Director of Alumni Relations for the Phi Kappa Psi fraternity chapter at the University of Toledo, assisting with event planning and communications. OSAIC serves a broad client base including individual, high-net-worth, institutional, and charitable investors, providing integrated brokerage and investment advisory services through a large network of advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.