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Brian F
Series 63
Tiffin, OH
OSAIC
Brian Falter Sr. is a financial advisor with OSAIC in Tiffin, Ohio, holding a Series 63 designation and 30 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc., Signator Investors, Inc., and Huston Insurance & Financial Services, LLC. He serves on the finance committee of his local church in an advisory capacity. OSAIC Wealth, Inc. serves a diverse client base, including individual and institutional investors, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.
Trenton B
Series 66
Tiffin, OH
OSAIC
Trenton Burns is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has four years of industry experience. He previously worked at Woodbury Financial Services and Tiell Financial Group. Burns is the financial power of attorney and executor for an estate and operates a DBA for investment and insurance services under Journey Financial Solutions Group LLC and The Journey Group – Tiffin. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers.
Bailey B
Series 66
Tiffin, OH
OSAIC
Bailey Breidenbach is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC, Bailey worked at Royal Alliance Associates, Inc. and has been involved with Journey Financial Solutions Group. Outside of finance, Bailey is a partner in Breidenbach Property Improvements, a business focused on improving building values through reconstruction and maintenance. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.
William D
Series 65
Tiffin, OH
OSAIC
William Diehm is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 65 designation and has worked previously at Royal Alliance Associates, Inc. and Sii. He serves as a board member for the Tiffin Seneca Child Care Center. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a variety of investment options, employing asset-allocation tools and automated rebalancing to manage portfolios on both discretionary and non-discretionary bases.
Andrew L
Series 65
Tiffin, OH
OSAIC
Andrew Loose is a financial advisor with Osaic Wealth, Inc. in Tiffin, Ohio, holding a Series 65 designation and nine years of industry experience. His prior roles include positions at Sii and Mohawk Local Schools. Outside of advising, he is involved as an owner and partner in a local LLC that evaluates and prospect prospects for rental properties. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of services such as brokerage and advisory, financial planning, retirement consulting, and access to third-party asset managers, utilizing asset-allocation tools and automated portfolio management to support client investment needs.
Bernadine K
Series 63
Tiffin, OH
OSAIC
Bernadine Kirian is a financial advisor with OSAIC, holding a Series 63 designation and 18 years of industry experience. She worked at Signator Investors, Inc. for two years before joining OSAIC in 2018. Outside of her advisory role, she is a notary public providing services to clients. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of portfolio management options that utilize asset-allocation tools and third-party money managers.
Matthew H
Series 63
Tiffin, OH
OSAIC
Matthew Hoover is a financial advisor with OSAIC, holding a Series 63 license and bringing 30 years of industry experience. He has worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Huston Insurance & Financial Services, LLC. Outside of his advisory role, Hoover serves on the Board of Directors for Bascom Mutual Telephone and is a legal guardian for his son. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with access to multiple advisory platforms, employing various asset-allocation and portfolio management tools.
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