Cincinnati, OH 8044 Montgomery Road Office

Carianne Straus is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for 19 years. Outside of her advisory role, she sells insurance products to meet client financial planning needs and serves as a power of attorney on certain family investment accounts. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by various analytical tools and offers access to alternative investments through third-party platforms.

Edward Cole Jr. is a financial advisor at OSAIC in Cincinnati, OH, with 34 years of industry experience. He holds the Series 63 designation and previously worked for Lincoln Financial Advisors Corporation from 1991 to 2025. In addition to his advisory role, he sells and services various fixed insurance products, including accident, health, disability, long-term care, traditional life insurance, and fixed and indexed annuities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing a variety of managed account programs and third-party money managers.

Louis Moore is a CFP® and ChFC® professional with 44 years of industry experience. He has worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. In addition to his advisory role, Moore owns WealthStrong Financial LLC, through which he markets and sells fixed insurance products including disability, long-term care, and traditional life insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by various managed account programs and third-party money manager options.

Joseph Fowler is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 22 years. In addition to his advisory role, he is licensed to offer accident, health, disability, and traditional life insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering various managed portfolio options and third-party money manager programs.

Michael Metzger is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 17 years. In addition to his advisory role, he serves as a notary public. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization supported by various analytical tools and multiple custodial and third-party platforms.

Jordan Moore is a financial advisor at Osaic Wealth with six years of industry experience. He holds the Series 66 designation and has worked at firms including Lincoln Financial Advisors Corporation and Besomebody, Inc. prior to joining Osaic in 2025. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, offering discretionary and advisor-managed strategies as well as third-party manager options.

Michelle Metzger is a CFP® professional with 27 years of industry experience. She currently works at OSAIC and was previously with Lincoln Financial Advisors Corporation for 26 years. Outside of her advisory role, she owns Sage Wealth Management, LLC, a legal entity used to manage business expenses, and is also licensed to offer fixed insurance products including fixed annuities, disability, and traditional life insurance. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with tools for portfolio optimization and offers a wide range of financial planning and advisory services through a multi-advisor platform.

Michael George is a ChFC® credentialed financial advisor at OSAIC with 44 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 44 years before joining OSAIC in 2025. Outside of his advisory role, he owns and operates Tri-State Financial Group, an insurance brokerage offering disability, fixed annuities, and traditional life insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing both brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

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.