Steven Baker is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and bringing 26 years of industry experience. Prior to joining Osaic in 2024, he spent 19 years at American Portfolios Financial Services, Inc. and has maintained a role with IDS Life Insurance since 2000. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple advisory program models with custody primarily through Schwab and Fidelity.

William Hanf is a financial advisor at Osaic Advisory Services, LLC with 25 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 21 years before joining Osaic in 2024. Hanf serves on the board of Central Texas Artisans, a nonprofit community art organization. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers investment management, financial planning, retirement plan consulting, and related services through multiple advisory program models, utilizing both proprietary and third-party platforms.