Jason Sturm is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior experience includes roles at Butler Associates Financial Planners, Inc., DuPont, DowDupont, Dow Chemical, and FSC Securities Corp. Outside of his advisory work, he is a manager of WINSOR WEST LLC, a family-owned farmland investment in Michigan. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to large institutions. The firm combines brokerage, advisory, and financial planning services with various investment platforms, employing asset-allocation tools and risk-tolerance analysis to manage portfolios across multiple asset classes.

Amy Sherrer is a financial advisor at OSAIC with 44 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at FSC Securities Corporation and Butler Associates Financial Planners, Inc. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm uses firm-provided tools and third-party platforms to construct diversified portfolios that can include various asset types and management options.

Jonathan Shore is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with OSAIC, where he has worked since 2021, following prior roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Shore is also involved in managing a separate investment advisory and insurance business through Shore Group Advisors LLC. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisers. The firm provides integrated financial services utilizing proprietary asset allocation tools and third-party platforms, offering a wide range of investment products and portfolio management options.

Thomas Tanurchis is a financial advisor with OSAIC, holding Series 63, 65, and 66 credentials and 27 years of industry experience. He has worked at OSAIC since 2023 and previously spent 22 years at Fsc Securities Corporation. Tanurchis is also involved with Butler Associates Financial Planners, Inc., a firm he has been associated with for 27 years. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers through a broad network of affiliated advisors and multiple advisory platforms.

Justin Koch is a CFP® certificant with five years of industry experience, currently affiliated with OSAIC. He has previous experience at Fsc and Butler Associates Financial Planners, Inc. Outside of his advisory role, he holds a registered assistant position with Shore Group Advisors LLC, supporting client service and trade execution functions. OSAIC serves a diverse clientele including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions.