Paul Joseph is a financial advisor with Osaic Wealth, Inc. in Toledo, Ohio, holding a Series 66 designation and seven years of industry experience. Prior to joining Osaic in 2019, he worked at PricewaterhouseCoopers from 2016 to 2018. He also conducts investment and insurance business through Equity Planning Group, focusing on sales and marketing of fixed annuities, securities, and related products. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, managed account solutions, and access to third-party money managers.

Rebecca Taylor is a financial advisor at Osaic with 18 years of industry experience. She holds a Series 66 designation and has worked with Osaic Wealth Inc. since 2018, following ten years at Signator Investors Inc. Outside of her advisory work, Taylor serves as Secretary and board member for Anne Grady Services, a nonprofit organization in Toledo, OH. Osaic Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to managed account solutions. The firm's investment approach incorporates asset-allocation tools, risk-tolerance assessments, and portfolio construction using a range of asset classes managed on discretionary or non-discretionary bases.