Fort Mitchell, KY Office

Jacob Bassler is a financial advisor with OSAIC Wealth, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at the Air Force Life Cycle Management Center and Dayton Phoenix Group. Jacob also performs advisory services through an investment advisory LLC focused on retirement planning and financial plan development. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm uses a model-based investment process with a range of advisory programs and maintains a complex affiliate network and multiple custodial arrangements.

Ronnie Holmes Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 11 years before joining OSAIC in 2025. Holmes is also a manager at Thoroughbred Financial, where he offers various insurance products including disability, fixed and indexed annuities, long-term care, and traditional life insurance. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, providing brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supported by multiple custodial arrangements and alternative investment options.

Brian Tewes is a financial advisor at OSAIC with 28 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Lincoln Financial Securities Corporation, Osaic FS, Inc., and Waddell & Reed. Outside of his advisory role, he owns Tewes Wealth Management, which offers insurance products including disability insurance, annuities, and life insurance. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services that include comprehensive financial planning and managed portfolio programs. The firm employs a model-based asset allocation process with tools for portfolio optimization and risk management.

Mark Lindloff is a CFP® professional with 25 years of industry experience, currently serving at Osaic Wealth since 2025. He previously worked at Lincoln Financial Securities Corporation for 17 years and is also the owner of Lindloff Wealth Advisors, offering various insurance products. Osaic Wealth serves a diverse group of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services with an investment process that emphasizes model-based asset allocation and portfolio optimization.

Sonia Demoss is a financial advisor at OSAIC with 26 years of industry experience. She holds a Series 63 designation and has previously worked at Lincoln Financial Advisors and Lincoln Financial Securities Corporation. Outside of advising, she instructs group fitness cycling classes and serves as the court-appointed guardian for her granddaughter. OSAIC serves a wide range of clients, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform that features model-based asset allocation, portfolio optimization, and various managed account programs.

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 career includes roles at Raymond James Financial, Lincoln Financial Securities, and First Financial Wealth Management. Outside of advising, he co-owns and manages self-storage units through U-Loc Storage. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm operates a large multi-advisor platform and provides access to proprietary investment models and third-party money manager programs.

Jack Lehman is a financial advisor at OSAIC with four years of industry experience and holds the Series 66 designation. His prior work includes roles at KMK Financial and Thoroughbred Financial Agency, as well as employment at Kroger. OSAIC Wealth serves a diverse client base through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio options. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Nathan Key is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Securities Corporation and Signator Investors, Inc. In addition to his advisory role, he serves as president and agent of KMK Financial Group, where he offers various insurance products. OSAIC serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization supported by risk tolerance tools and offers a range of managed account strategies and third-party investment options.