OFG Financial Services, Inc.

Douglas Massey is a financial advisor with OFG Financial Services, Inc. in San Angelo, Texas, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He has been with OFG Financial Services since 1997 and has worked as a self-employed advisor since 1985. Massey is also involved in insurance and fixed annuity sales through his own business and serves on investment committees for NAIFA chapters without compensation. OFG Financial Services is a multi-advisor SEC-registered investment adviser serving individual and corporate clients with approximately $271 million in assets and 850 client relationships. The firm offers portfolio management, written financial planning, and consulting while employing fundamental analysis to build portfolios that often emphasize no-load mutual funds, managing accounts on a non-discretionary basis and facilitating client-directed brokerage.

Jake Lebahn is a financial advisor at OFG Financial Services, Inc. with two years of industry experience. Prior to joining OFG in 2023, he worked for Alpha Media Topeka for 17 years. He holds a Series 66 designation and spends part of his time involved in life insurance commissions with Midland National, Lincoln Financial, and SILAC. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships through a team of 37 advisors. The firm uses fundamental analysis to construct portfolios primarily composed of no-load mutual funds and listed securities, offering non-discretionary advice tailored to client objectives.

Mitchell Quick is a financial advisor with OFG Financial Services, Inc. in Topeka, KS, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been with OFG Financial Services since 2012. OFG Financial Services is a multi-advisor SEC-registered investment adviser serving individuals and corporate clients, managing approximately $271 million in assets across about 850 client relationships. The firm emphasizes fundamental analysis and non-discretionary portfolio management, offering written financial plans and consulting while integrating broker-dealer and insurance activities.

Craig Colson is a financial advisor at OFG Financial Services, Inc. in College Station, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OFG Financial Services since 2012. Outside of his advisory role, he is involved in insurance product sales through Executive Financial Services and participates as a limited partner in agricultural and timber ventures. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm employs fundamental analysis to construct portfolios emphasizing no-load mutual funds and listed securities, offering non-discretionary account management and a range of planning and consulting services.

Robert Tersinar is a financial advisor with OFG Financial Services, Inc. in Fort Scott, Kansas, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has been with OFG Financial Services since 2012. Outside of his advisory role, he is involved in agricultural activities as a sole proprietor of a family farm and serves on the City of Girard Planning Board. OFG Financial Services serves individuals and corporations with investment advisory and planning services, managing approximately $270 million in assets across 843 client relationships through a team of 37 advisors. The firm employs fundamental analysis to build portfolios with an emphasis on no-load mutual funds and listed securities, providing advice on both long- and short-term investments and managing accounts on a non-discretionary basis.

Weston Woodring is a financial advisor at OFG Financial Services, Inc. with two years of industry experience and holds a Series 66 designation. He also serves as a youth minister at Joplin Calvary Church of the Nazarene and is involved with Acumen Fiscal Agent LLC, where he supports individuals with special needs. OFG Financial Services is a multi-advisor SEC-registered investment adviser serving individuals and corporate clients with approximately $271 million in client assets. The firm offers portfolio management using fundamental analysis, written financial planning, and consulting services, operating on a non-discretionary basis and often integrating broker-dealer and insurance activities.

John Phinney is a financial advisor with OFG Financial Services, Inc. in College Station, TX, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with OFG Financial Services since 2000. In addition to his advisory role, Phinney spends part of his time working with fixed annuities, life insurance, long-term care insurance, and health and disability insurance. OFG Financial Services is a multi-advisor SEC-registered investment adviser serving individuals and corporate clients with approximately $271 million in client assets and about 850 client relationships. The firm uses fundamental analysis to construct portfolios that often emphasize no-load mutual funds and provides written financial plans and limited consulting, managing accounts on a non-discretionary basis.

Steven Colson is a financial advisor with OFG Financial Services, Inc. in College Station, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including 27 years with OFG Financial Services and over 28 years as an independent agent. Outside of his advisory role, he is involved in executive financial services focused on life and health insurance and fixed annuities, and he holds stock in Lion Street, Inc., an independent marketing organization for life insurance products. OFG Financial Services serves individuals and corporations through a team of 37 advisors managing approximately $270 million in assets. The firm provides non-discretionary portfolio management and financial planning, employing fundamental analysis with an emphasis on no-load mutual funds and listed securities.

Matthew Campbell is a financial advisor at OFG Financial Services, Inc. in Topeka, KS, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining OFG Financial Services, he worked in educational roles at Pittsburg State University, Fort Scott Community College, and Fort Scott High School. OFG Financial Services is a multi-advisor SEC-registered investment adviser serving individuals and corporate clients with approximately $271 million in client assets. The firm employs fundamental analysis to construct non-discretionary portfolios that often emphasize no-load mutual funds and provides written financial planning and consulting services.

Larry Davenport is a financial advisor with OFG Financial Services, Inc. in Fort Scott, KS, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He has been with OFG Financial Services since 2002. Outside of his advisory role, he is involved with SEK Financial Services, LLC, where he spends a significant portion of his time on retirement planning and insurance services. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to construct portfolios primarily featuring no-load mutual funds and listed securities, managing accounts on a non-discretionary basis.

Lawrence Ruzicka is a financial advisor with OFG Financial Services, Inc. in Yukon, OK, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with OFG Financial Services since 2001. In addition to advisory services, he spends a small portion of his time selling health and life insurance. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm emphasizes fundamental analysis, employing primarily no-load mutual funds and a mix of listed securities, and manages accounts on a non-discretionary basis.

Charles Kooken is a financial advisor with OFG Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. He has been with OFG Financial Services since 2009. Outside of advisory work, he spends a small portion of his time selling term and universal life insurance. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to build portfolios that typically include no-load mutual funds and a mix of listed securities, managing accounts on a non-discretionary basis.

Katherine Mcmaster is a financial advisor with OFG Financial Services, Inc. in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked with OFG since 2009 and serves as an Investment Advisor Representative for Cobbler Capital Management LLC since 2016. Additionally, she spends part of her time enrolling eligible participants into Section 125 benefit plans. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to build portfolios focused on no-load mutual funds and listed securities, offering non-discretionary portfolio management along with written financial planning and consulting.

Scott Marwil is a financial advisor at OFG Financial Services, Inc. in College Station, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. Prior to joining OFG Financial Services in 2017, he worked at E N Engineering for one year. Outside of his advisory role, he serves as a general contractor for JL Contracting, LLC, assisting with rebuilding homes damaged by Hurricane Harvey on a volunteer basis and also sells various insurance products on a part-time basis. OFG Financial Services is a multi-advisor SEC-registered investment adviser managing approximately $271 million in client assets across about 850 client relationships. The firm provides portfolio management, written financial planning, and consulting services, employing fundamental analysis to build portfolios often focused on no-load mutual funds, and operates on a non-discretionary basis typically directing brokerage accounts through its affiliated broker-dealer and RBC Capital Markets.

Douglas Crum is a financial advisor with OFG Financial Services, Inc. in College Station, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with OFG Financial Services since 2000. Outside of advisory work, he is involved in the sale of insurance and fixed annuities through Executive Financial Services. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm employs fundamental analysis to construct portfolios with an emphasis on no-load mutual funds and listed securities, managing accounts on a non-discretionary basis and documenting client objectives prior to recommendations.