Michael Klaber is a financial advisor with Osaic in Cincinnati, OH, holding Series 63 and Series 65 credentials and having 29 years of industry experience. His prior experience includes 17 years at Lincoln Financial Advisors and three years at Mass Mutual Investors Services. Outside of advising, he is licensed to offer disability, traditional life, and long-term care insurance and serves as a power of attorney for family investment accounts. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation and portfolio optimization on a large multi-advisor platform.

Jackson Kuhn is a financial advisor at Stifel with a Series 66 credential and less than one year of industry experience. His prior roles include positions at UBS, First Financial Bank, and Wells Fargo. Kuhn’s background includes both educational and recreational sector work. Stifel serves a broad client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Frederick Gartenlaub is a CFP® with 18 years of industry experience. He has been associated with Sound Asset Management, Inc. since 1997 and is the sole member of Garden Leaf Financial Services LLC, which provides income tax preparation and IRS representation services. Sound Asset Management, Inc. manages approximately $15.4 million in client assets across about 55 client relationships, offering portfolio management and advisory services to a diverse range of clients, including institutional and governmental entities. The firm is also affiliated with an accounting firm, a combination that is uncommon among independent advisers of similar size.