Cincinnati, OH 2044 Montgomery Road Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

3

Of 7,832 advisors across 3,563 offices

Location

2044 Montgomery Road, Suite 165

Cincinnati OH 45236

Advisors at this office

3

Advisors at this office

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Roger S

Series 63, Series 65

Cincinnati, OH

OSAIC

Roger Strunk is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors for 11 years before joining OSAIC in 2025. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using a variety of asset-allocation tools and portfolio construction strategies across multiple advisory platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Darrin M

CFP®, Series 63, Series 65

Cincinnati, OH

OSAIC

Darrin Mcaninch is a CFP® professional with 33 years of industry experience. He currently serves as an advisor at OSAIC, having previously worked for Lincoln Financial Advisors Corporation for over three decades. He is a board member of his neighborhood homeowners association. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, and access to various managed account platforms, utilizing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Collin M

Series 63, Series 65

Cincinnati, OH

OSAIC

Collin Mc Aninch is a financial advisor at OSAIC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for eight years. His background also includes roles at the University of Cincinnati, Ms. Classics Car Wash, and Turpin High School. OSAIC serves a wide range of retail and institutional clients through a large network of advisors and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and manages accounts with diverse investment options on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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