Fort Wayne, IN 11130 Coldwater Rd Office

Benjamin Jones is a financial advisor with Osaic Wealth, Inc. based in Fort Wayne, Indiana, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining Osaic, he worked six years at Preferred Financial Group and spent several years involved with restaurant operations under the ObiCai Restaurant Group. He is also owner of Preferred Tax Consultants, where he provides tax preparation services. Osaic Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include various asset classes, with options for discretionary and non-discretionary management.

Tim Huber is a financial advisor at OSAIC with 17 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. Prior to joining OSAIC in 2024, he spent 16 years at American Portfolios and worked at Physiotherapy Associates for 18 years. Outside of his advisory role, he owns and manages Preferred Financial Group, Inc., providing tax preparation, tax planning, and insurance services. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporate pension plans, and charitable organizations. The firm offers integrated advisory and brokerage services using a variety of asset-allocation tools and third-party managers, and supports discretionary and non-discretionary account management across multiple investment platforms.

Joshua Scott is a financial advisor at OSAIC with 10 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. and Indiana Farm Bureau Insurance. In addition to his advisory work, he has served as a local supervisor of officials for USA Hockey since 1999. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs a variety of advisory platforms and tools to create portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Christopher Pierce is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 credential and has previously worked at American Portfolios and Wells Fargo bank. Outside of his advisory role, Pierce is a partner in an accounting firm where he prepares tax returns and also owns an insurance sales business. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisers, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

James Gibson is a financial advisor with Osaic Wealth, Inc. based in Fort Wayne, Indiana. He holds a Series 66 credential and has four years of industry experience. Prior to his advisory roles, he spent eleven years with KPSK/Obicai Restaurant Group. In addition to his advisory work, Gibson prepares personal and sole proprietorship tax filings and acts as an insurance agent for fixed annuity and life insurance products. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and automated rebalancing to manage diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.