Aaron Jensen is a financial advisor at Osaic Advisory Services, LLC with 18 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Osaic Wealth and Osaic Advisory Services in 2024, he worked at Sigma Financial Corporation from 2006 to 2024. Jensen is a passive partner in several LLCs that hold interests in local restaurant and sports bar ventures in the Ann Arbor area. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides investment management, financial planning, and retirement plan consulting through multiple program models, utilizing proprietary and third-party platforms and managers.

Steven Morse is a CFP® professional with over 36 years of experience in financial planning and investment advisory. He is currently with Osaic Advisory Services, LLC, having previously worked at SIGMA Financial Corporation and operated his own firms for several decades. Outside of advisory work, he is president of Steven Morse & Company, providing tax planning and preparation services, and holds a licensed insurance agent role for life insurance and fixed annuities. Osaic Advisory Services, LLC serves a broad client base including individuals, pension plans, corporations, and charitable entities, offering investment management, financial planning, retirement consulting, and related services. The firm employs multiple program models and uses a combination of proprietary and third-party platforms to build and monitor client portfolios.