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Ryan B

Series 66

Muskegon, MI

OSAIC

Ryan Beishuizen is a financial advisor at OSAIC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Fifth Third Bank and Securities America Advisors. Beishuizen also provides insurance services as part of his client offerings. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management through 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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Jonathan C

Series 66

Muskegon, MI

OSAIC

Jonathan Cox is a financial advisor at Osaic with 25 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America Inc. for eight years. Outside of advising, he owns and operates Cox Accounting and Tax Service, which he has run since 1994. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm employs various asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.

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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Troy F

Series 63, Series 65

Muskegon, MI

OSAIC

Troy Fox is a financial advisor with OSAIC based in Muskegon, Michigan, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at OSAIC since 2024 and previously held roles at Securities America Advisors and Securities America Inc. from 2016 to 2024. Fox is also the president and sole proprietor of Fox Financial Services, a business he has operated since 1999. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisors, using asset-allocation tools and multiple platforms to construct diversified portfolios incorporating a range of investment types.

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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David B

Series 63, Series 66

Muskegon, MI

OSAIC

David Brus is a financial advisor at OSAIC with 28 years of industry experience. He has held roles at Securities America Advisors and Fifth Third Securities prior to joining OSAIC. He is a partner in Terraza LLC, an activity outside of his advisory and insurance work. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct portfolios tailored to client needs.

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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