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Diana R

Series 63, Series 65

Mishawaka, IN

OSAIC

Diana Ruiz is a financial advisor at Osaic with five years of industry experience. She holds Series 63 and Series 65 licenses and has been with Osaic since 2020. Outside of her advisory role, she has worked as a senior hairstylist since 2011, primarily providing bridal hair services and marketing her work via social media. Osaic Wealth, Inc. 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 supported by asset-allocation tools and a range of investment options, with platforms that accommodate both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ryan H

Series 63, Series 65

Mishawaka, IN

OSAIC

Ryan Howell is a financial advisor with Osaic Wealth, Inc. in Mishawaka, Indiana, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He worked at Signator Investors, Inc. for 11 years before joining Osaic Wealth in 2018. Howell also operates a sole proprietorship as an insurance agent and owns an S-Corp focused on streamlining his business operations. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm provides integrated brokerage and advisory services, employs firm-provided portfolio construction tools, and supports multiple third-party managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Cindy G

Series 63, Series 65

Mishawaka, IN

OSAIC

Cindy Gretschmann is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has previously worked at Signator Investors, Inc. and John Hancock Financial Network. Outside of her advisory role, she serves on the boards of the South Bend Symphony Orchestra and Beacon Medical Group, contributing her perspective to nonprofit organizations. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by advanced asset allocation tools and multiple advisory platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jason C

Series 63, Series 65

Mishawaka, IN

OSAIC

Jason Coffman is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates, Inc. and Jhfn Sii. Outside of his advisory role, he operates a sole proprietorship focused on the sales and marketing of securities, investment advisory, and insurance products. OSAIC serves a diverse client base including individual investors, pension plans, and corporations, offering integrated brokerage and advisory services along with financial planning and managed account solutions. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios tailored to clients' risk tolerances and investment preferences.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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