Maria Bongiovanni is a financial advisor with OSAIC in Washington, Michigan, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. Her career includes roles at Aurora Securities and Concorde Investment Services, along with ongoing involvement in tax preparation and multiple investment-related business activities. She also serves as treasurer for The Guiding Star Foundation, a nonprofit organization. OSAIC serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, efficient-frontier analysis, and third-party money managers to construct portfolios encompassing a broad range of investment vehicles.

Jeffrey Linska is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ameriprise Financial Services and Securities America. In addition to his advisory role, he is involved in life insurance and fixed and indexed annuity sales. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct portfolios with a range of investment vehicles.

Jason Baird is a financial advisor with OSAIC based in Washington, Michigan, holding Series 63 and Series 65 certifications and bringing 18 years of industry experience. He has worked at OSAIC since 2019 and previously held roles at Aurora Securities and Concorde Investment Services. Outside of advisory work, he serves as a non-voting board member for Verlinde Insurance Agency. OSAIC serves a broad 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, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios managed on a discretionary or non-discretionary basis.