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John B

CFP®, Series 66

Versailles, OH

OSAIC

John Barga is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at OSAIC since 2025. His prior roles include three years at Edward Jones and extensive experience in insurance and financial services roles. Outside of his advisory work, he holds several community positions including board member of the Darke County Foundation and leadership roles with local nonprofit organizations such as the Versailles Knights of Columbus and Versailles Lions Club. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a broad range of investment options and employs firm-provided asset-allocation tools and third-party services to manage portfolios on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Daniel W

Series 66

Versailles, OH

OSAIC

Daniel Watren is a financial advisor at Osaic with 26 years of industry experience. He holds a Series 66 designation and has worked at Osaic since 2018, following two years at Signator Investors, Inc. He is a member of the board of directors for Greenville National Bancorp and serves on the boards of two local nonprofit organizations focused on community development and youth safety education. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party solutions to construct and manage portfolios across asset classes for individual and institutional investors.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Scott G

CFP®, Series 66

Versailles, OH

OSAIC

Scott Garrison is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to joining OSAIC, he worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he is the president and founder of TASKS, Inc., a nonprofit organization involved in fundraising and board coordination. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platform solutions to manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Zachary S

Series 66

Versailles, OH

OSAIC

Zachary Steinbrunner is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. His prior work includes roles at Royal Alliance Associates and Prenger Financial Services. Outside of his advisory work, he serves as secretary of the local Lions Club and is a board member responsible for bulk orders at the annual Poultry Days festival in Versailles, Ohio. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory, and financial planning services. The firm uses a variety of tools to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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