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John B

CFP®, Series 66

Versailles, OH

OSAIC

John Barga is a CFP® professional affiliated with OSAIC, with seven years of experience in financial advisory roles. His prior work includes positions at Edward Jones and various insurance agencies. He is actively involved in multiple local nonprofit organizations, including serving as a board member of the Darke County Foundation and holding leadership roles with the Versailles Knights of Columbus, Versailles Lions Club, and VAPPA. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through multiple programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by a complex platform that integrates discretionary and third-party management options.

Annuities Private / alternative investments
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Daniel W

Series 66

Versailles, OH

OSAIC

Daniel Watren is a Series 66-licensed financial advisor with 26 years of experience. He has worked at OSAIC since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory work, Watren serves on the boards of Greenville National Bancorp and several local non-profit organizations focused on community development and youth safety education. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based asset allocation strategies. The firm is noted for its scale, affiliate network, and recent consolidation activities.

Annuities Private / alternative investments
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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 at OSAIC since 2018. He previously worked at Signator Investors, Inc. and Transamerica Financial Advisors. Outside of his advisory role, he is the founder and president of TASKS, Inc., a 501(c)(3) nonprofit organization. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services utilizing model-based asset allocation and portfolio optimization tools.

Annuities Private / alternative investments
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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 experience includes roles at Royal Alliance Associates and Prenger Financial Services. He serves as secretary for the Lions Club and is a board member for the Poultry Days festival in Versailles, Ohio. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization, supported by various tools and third-party managers, and is notable for its scale, affiliate network, and private-equity ownership.

Annuities Private / alternative investments
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