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Gavin R

Series 63, Series 66

Ravenna, OH

OSAIC Institutions, INC.

Gavin Reaser is a financial advisor at OSAIC Institutions, INC. with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Portage Community Bank and Infinex Investments, Inc. since 2021. Prior to that, he was employed at Tarkett and UH Portage Medical Center. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing a range of advisory and brokerage services through customized engagements. The firm’s notable features include a predominance of non-discretionary assets and a dual broker-dealer/adviser status, supporting both advisory and brokerage solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Dennis J

Series 63

Ravenna, OH

OSAIC Institutions, INC.

Dennis Juvan is a financial advisor with OSAIC Institutions, INC. He holds a Series 63 designation and has 36 years of industry experience. Since 2006, he has worked at both Infinex Investments, Inc. and Portage Community Bank. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements. The firm offers a range of solutions including financial planning, ERISA plan services, wrap fee programs, access to alternative investments, and lending and cash-management options.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Michele J

Series 66

Ravenna, OH

OSAIC Institutions, INC.

Michele Johns is a financial advisor at OSAIC Institutions, INC. with 24 years of industry experience. She holds a Series 66 designation and has worked at Infinex Investments, Inc. and Portage Community Bank since 2015. Outside of her advisory role, she is a part owner of MJEJ Realty LTD, which operates a drive-thru carryout business. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements. The firm’s approach includes a mix of fundamental and technical analysis, access to alternative investments, and a notable emphasis on non-discretionary assets.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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