Lonny Bohling is a financial advisor at Osaic with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Woodbury Financial Services, Questar Capital Corporation, and Raymond James Financial. Outside of his advisory role, he is president and owner of Investment Managers, Inc., overseeing its general business operations, and is principal owner of TFC Real Estate, LLC, managing an office building with his son. OSAIC Wealth, Inc. serves a wide range of clients including individual, high-net-worth, institutional, and charitable investors through a large network of advisers. The firm offers comprehensive advisory and brokerage services, utilizing firm-provided asset-allocation tools and access to third-party money managers to construct diversified portfolios managed on discretionary or non-discretionary bases.

Trevor Bohling is a financial advisor at Osaic Wealth, Inc. He holds a Series 66 designation and has experience in the financial industry beginning in 2026. Prior to joining Osaic, he worked for Prime Time Healthcare for nine years and has operated Trevor R Bohling CPA LLC since 2013. Osaic Wealth 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 investment advisory services through a large network of advisers and employs various portfolio construction tools and third-party solutions.