Aaron Jensen is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC in Ann Arbor, MI. Prior to joining Osaic in 2024, he spent 18 years at Sigma Financial Corporation. Outside of his advisory role, Jensen is a passive partner in several local business ventures, including restaurants and hospitality establishments in the Ann Arbor area. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base that includes individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a diverse range of investment programs and consulting services, utilizing both fundamental and technical approaches, and maintains relationships with major custodians and platform providers to support its strategies.

Steven Morse is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. His career includes nearly three decades at SIGMA Financial Corporation and his own firm, Steven W Morse Inc, where he provided tax planning, tax preparation, and financial planning services. Outside of advisory work, he is president of Steven Morse & Company, offering tax-related services, and is a licensed agent for life insurance and fixed annuities. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, retirement plans, corporations, charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services that utilize fundamental and technical analysis, tactical trading, direct indexing, and structured products, supported by platform partnerships and affiliated asset managers.