Joseph Hoppenjans is a financial advisor at Osaic with one year of industry experience. He holds a Series 66 designation and has worked previously at Savage and Associates, Croak Wealth Management, and served in other roles including work at The Ohio State University. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios, supporting both discretionary and non-discretionary account management.

Wayne Milewski is a financial advisor with OSAIC who holds over 43 years of industry experience. He has been affiliated with Savage & Associates since 1981 and Royal Alliance since 2013. Outside of his advisory work, Milewski serves on the Institutional Advancement sub-committee for the Board of Trustees at St. John’s Jesuit High School. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of financial advisors. The firm employs various tools and third-party solutions to manage portfolios that encompass stocks, bonds, mutual funds, ETFs, and alternative investments.

Abdul Basit is a financial advisor at Tayyib Investments LLC in Toledo, OH, holding a Series 65 designation and entering the industry with no prior financial advisory experience. His work history includes roles at American Higher Education & Development Corporation and Amazon Warehouse Services, among others. Tayyib Investments LLC is an independent, advice-only firm serving individual clients and small businesses with financial planning and portfolio optimization. The firm emphasizes long-term, non-speculative strategies using fundamental, quantitative, and macroeconomic analysis, offering customizable values-aligned screening and a fee structure that includes hourly and fixed flat fees without asset custody or discretionary trading.