Cincinnati, OH 8044 Montgomery Road Office

Carianne Straus is a financial advisor at OSAIC with 21 years of industry experience. She previously worked for Lincoln Financial Advisors for 19 years before joining OSAIC in 2025. In addition to her advisory role, she sells insurance products to meet clients’ financial planning needs and serves as attorney-in-fact on investment accounts for family members. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and supports multiple investment platforms, including third-party managed accounts and alternative investments.

Edward Cole Jr. is a financial advisor with OSAIC in Cincinnati, OH, holding a Series 63 designation and 34 years of industry experience. He spent 34 years with Lincoln Financial Advisors Corporation before joining OSAIC in 2025. Outside of his advisory role, he serves as an insurance agent, selling and servicing various fixed insurance products, including life and disability insurance, as well as fixed and indexed annuities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to manage diverse portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Louis Moore is a CFP® and ChFC® with 44 years of industry experience. He currently works at OSAIC, having joined the firm in 2025 after 27 years at Lincoln Financial Advisors Corporation. He is also the owner of Wealthstrong Financial LLC, through which he markets and sells fixed insurance products. OSAIC serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services supported by firm-provided asset-allocation tools and third-party money managers. The firm is notable for its complex corporate structure and multiple platforms resulting from mergers and private-equity ownership.

Joseph Fowler is a financial advisor at OSAIC with 22 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors for over two decades. Fowler is also an insurance agent offering accident, health, disability, and traditional life insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party money managers.

Michael Metzger is a financial advisor at OSAIC with 14 years of industry experience. He previously worked for 17 years at Lincoln Financial Advisors. In addition to his advisory role, he is a notary public and offers fixed insurance products including annuities and life insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm’s investment approach combines firm-provided asset-allocation tools and third-party managed accounts, offering portfolios with stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jordan Moore is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation, BSB Group International, and Besomebody, Inc. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across a broad range of investment types.

Michelle Metzger is a CFP® professional with 27 years of experience in financial advising. She has been with Osaic since 2025 and previously worked at Lincoln Financial Advisors Corporation for 26 years. Outside of her advisory role, she operates Sage Wealth Management, LLC, a legal entity for managing business expenses, and serves as an agent offering fixed insurance products including fixed annuities, disability, and traditional life insurance. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset allocation tools and third-party programs to construct diversified portfolios for a variety of client types.

Michael George is a ChFC® credentialed financial advisor with 44 years of industry experience. He has been with Osaic since 2025, following a 44-year career at Lincoln Financial Advisors Corporation. In addition to his advisory role, he owns and operates an insurance brokerage, Tri-State Financial Group, offering disability, fixed annuities, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through various platforms, utilizing asset-allocation tools and third-party managers to construct portfolios across a range of investment types.

Michael Klaber is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and worked previously at Lincoln Financial Advisors for 17 years. Additionally, he is licensed to offer disability, traditional life, and long-term care insurance and acts as power of attorney for his parents’ brokerage accounts. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using a variety of portfolio construction tools and both discretionary and non-discretionary account management.