John Hoch is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Osaic. He previously spent 21 years with Lincoln Financial Advisors Corp. Outside of advisory work, he provides accident and health insurance, disability, fixed annuity, and traditional life insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using tools like risk-tolerance questionnaires and efficient-frontier analysis to construct portfolios across various asset classes.

Kelly Malone is a financial advisor at Osaic Wealth, Inc. with 14 years of industry experience. She holds a Series 66 designation and previously spent 10 years with Lincoln Financial Advisors. Outside of her advisory role, Malone serves as a football official for the Indiana High School Athletic Association. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm employs a variety of investment tools and offers integrated brokerage and advisory services along with access to third-party money managers and managed account solutions.