Jack Duffner is a CFP® professional with five years of industry experience, currently serving at OSAIC since 2024. His prior experience includes roles at Woodbury Financial Services, Guggenheim Partners Investment Management, and the Federal Reserve Bank of Chicago. He is also involved with Duffner Financial Group, a separate financial services business. OSAIC Wealth, Inc. serves a diverse range of clients, including individual and institutional investors, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Thomas Duffner is a financial advisor at OSAIC with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Before joining OSAIC in 2024, he spent 18 years at Woodbury Financial Services. Duffner is also the owner of Health Benefits Consultants, Inc., which provides group health insurance sales. 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 a wide range of investment advisory and brokerage services through a large network of affiliated advisers and multiple advisory platforms.