Maumee, OH Woodlands Dr Office

Donald Roork is a CFP® professional affiliated with Osaic, bringing 53 years of industry experience. He has held roles at Asset Dynamics, Inc. for over four decades and FSC Securities Corporation for more than 40 years before joining Osaic in 2023. Outside of advising, he serves as Vice Chair of the Deacon Board and Finance Committee member at Calvary Assembly of God and is involved with several nonprofit organizations, including Still Waters Biblical Counseling Ministry. He is also the creator and writer of "Wisdom for the Wealthy," a blog focused on integrating Christian principles with financial life. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction tools, third-party money manager access, and various managed account solutions.

Brenda Kennedy is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. She has worked at FSC Securities Corporation and Asset Dynamics, in addition to her current role at OSAIC. Outside of her advisory work, she serves as an office assistant performing bookkeeping, payroll, and accounts payable/receivable functions for an industrial repair and manufacturing business. OSAIC serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, using asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a range of investment products and platforms.