Fort Mitchell, KY Office

Jacob Bassler is a financial advisor at Osaic Wealth, Inc. with one year of industry experience and holds a Series 66 credential. Prior to joining Osaic, he worked with the Air Force Life Cycle Management Center and the Dayton Phoenix Group. He is also involved as an investment advisor with Lindloff Wealth Advisors, providing retirement planning and financial plan development. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of investment advisory and brokerage services, utilizing various tools and third-party platforms to manage portfolios across multiple asset classes.

Ronnie Holmes Jr. is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation for 11 years. Outside of his advisory role, he manages Thoroughbred Financial, which offers various insurance products including disability insurance and annuities. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, providing integrated brokerage and advisory services supported by a broad network of financial advisers and multiple advisory platforms.

Brian Tewes is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Securities Corporation for 17 years. In addition to his role at OSAIC, he owns and operates Tewes Wealth Management, offering insurance products including disability insurance, annuities, and life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, providing brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs various asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.

Mark Lindloff is a CFP® professional with 24 years of experience in the financial services industry. He is currently with OSAIC and has a background that includes 17 years at Lincoln Financial Securities Corporation and ongoing involvement with Divinity Group. In addition to his advisory role, Lindloff owns Lindloff Wealth Advisors, where he offers insurance products including health, disability, and life insurance. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a broad network of advisers and multiple advisory platforms. The firm employs various portfolio construction tools and offers integrated brokerage and advisory services, supporting both discretionary and non-discretionary account management.

Sonia Demoss is a financial advisor with Osaic, holding a Series 63 license and bringing 26 years of industry experience. She previously worked at Lincoln Financial Advisors and Lincoln Financial Securities Corporation for a combined 25 years. Outside of her advisory role, she instructs group fitness cycling classes and serves as the court-appointed guardian for her granddaughter. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, retirement plan consulting, and access to managed account solutions. The firm utilizes asset-allocation tools and risk-tolerance assessments to construct diversified portfolios across various investment types.

Dean Inman is a financial advisor with OSAIC in Fort Mitchell, KY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Lincoln Financial Securities, Raymond James Financial, and Mainsource Bank. Outside of his advisory work, he is co-owner of a self-storage property business. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services supported by advanced portfolio construction tools and access to third-party investment solutions.

Jack Lehman is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at KMK Financial and Thoroughbred Financial Agency. Outside of his advisory roles, he has been employed at Kroger since 2018. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation and portfolio management tools and provides access to third-party money managers and wrap programs.

Nathan Key is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Lincoln Financial Securities Corporation for 11 years. In addition to his advisory role, he serves as president of KMK Financial Group, where he offers various insurance products including accident and health, disability, and life insurance. OSAIC 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, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios across a range of asset classes.