Columbus Grove, OH Office

Cory King is a CFP® professional affiliated with OSAIC, bringing 29 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has held a long-term role at AIG American General Life Insurance Company since 2002. King also served in education with Columbus Grove Local Schools for 18 years and owns a financial planning business, Strategic Financial Resources. Additionally, he serves on the board of directors for The Corn City State Bank. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of integrated brokerage and advisory services. The firm employs asset-allocation tools, efficient-frontier analysis, and managed-account solutions across various investment products.

Michael Allen is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. In addition to his advisory role, he owns Strategic Financial Resources, LLC, an insurance business focusing on life insurance and variable annuities for existing clients. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes multiple advisory platforms and tools such as asset-allocation models and automated rebalancing to manage portfolios that may include a wide variety of investment vehicles.

David Ellerbrock is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes roles at Sagepoint Financial, AIG American General Life Insurance Company, and Penrod & George, CPA's. Outside of advising, he serves as financial secretary for the local Knights of Columbus council and provides income tax planning and campaign accounting services in his community. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage, advisory, and retirement planning services supported by a broad network of affiliated advisers and multiple platforms. The firm employs a range of portfolio construction tools and third-party solutions while managing complex corporate structures and various service arrangements.