Maumee, OH Beaver Creek Circle Office

Steven Cochran Jr. is a financial professional at OSAIC with 16 years of industry experience. He holds a Series 7 and Series 66 designation and has been with Savage and Associates since 2010. Outside of his financial career, Cochran serves as a head coach and instructor for a youth hockey team, providing coaching and skating lessons. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a technology-driven investment process that incorporates risk tolerance assessments, asset allocation software, and portfolio optimization tools.

Connor Mccann is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2023. Outside of his advisory role, he volunteers as a junior varsity golf coach at Sylvania Northview High School. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes.

Daniel Finkel is a financial advisor at OSAIC Wealth, Inc. with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked with firms including Royal Alliance and Excel/Colibri. Outside of advisory work, he instructs life insurance exam courses and serves on the board of the Fort Meigs Historic Site and the Old West End Festival Committee. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm offers integrated brokerage and advisory services and uses asset-allocation tools and risk assessments to construct diversified portfolios across multiple asset classes.

Melissa Humm is a financial advisor at OSAIC with 20 years of industry experience. She holds the Series 66 designation and has worked at several firms including Savage Associates and The Huntington Investment Company. Outside of her advisory work, she is a part owner of a mobile shaved ice business and a mobile coffee truck franchise. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates brokerage and advisory services and employs various investment management tools and third-party solutions to construct and manage portfolios across multiple asset classes.

William Kanary is a financial advisor at OSAIC Wealth Inc with over 31 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in the financial services sector since 1975, including long-term roles at Savage & Associates. He serves on the finance committee of Central Catholic High School, where he reviews the school's financial matters. OSAIC Wealth Inc. serves a diverse client base of retail and institutional investors through a large network of affiliated advisers and advisory platforms, offering integrated brokerage, financial planning, and investment management services. The firm employs asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.

Scott Toland is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has worked at OSAIC and Savage and Associates since 2020, with prior experience at DelBall and Siena Heights University. Toland is also involved in insurance sales, offering life, disability, and health insurance products through his financial advisory work. OSAIC serves a diverse client base including individual, high-net-worth, pension, and corporate investors through a large network of advisors. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to multiple investment platforms and third-party managers.

Damian Ogrodowski is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance since 2013. In addition to his advisory role, he provides financial wellness presentations to employer groups and is an independent insurance agent. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services and employing asset-allocation tools and third-party platforms to manage diversified portfolios.

Lincoln Boyle is a financial advisor with OSAIC Wealth, holding a Series 66 designation and 19 years of industry experience. He previously worked at Royal Alliance and Walnut Street Securities, Inc. Boyle is also involved in life insurance sales and operates a financial advisory firm, Savage and Associates, where he oversees client investments and insurance services. OSAIC Wealth serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing advanced asset-allocation tools and multiple third-party platforms to construct and manage portfolios.

Andrew Paule is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and two years of industry experience. He has worked with firms including Savage and Associates and engaged in diverse roles ranging from financial advising to insurance services. Paule serves as a board member for Downtown Perrysburg Inc. and the Perrysburg Schools Foundation, contributing to community event planning and educational funding efforts. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk management, and access to third-party portfolio management solutions.

Anthony Desch is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with OSAIC since 2013. Prior to that, he has been associated with Savage & Associates since 1998. In addition to his advisory work, he serves as a board member of the Cane Palm Beach Condo Association. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage, investment advisory, financial planning, and retirement plan consulting services. The firm employs asset-allocation tools and risk-assessment methodologies to construct portfolios across various asset classes, and supports both discretionary and non-discretionary account management.

Lauren Hehl Myers is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and has previously worked at Royal Alliance Associates, INC. and in various other roles including positions at Napoleon Harley-Davidson and Victoria's Secret LBrands. Outside of her advisory work, she is involved in nonprofit activities, serving on the fundraising committee for the National Museum of the Great Lakes and co-chairing the United Way of Greater Toledo Women’s Initiative Spring Event. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset allocation tools, risk-tolerance assessments, and automated rebalancing to create portfolios that include a broad range of investment products.

Russell Karban is a financial advisor with Osaic and holds the CFP® and ChFC® designations, with 34 years of industry experience. He has served as a shareholder and Vice President overseeing strategic direction and operations at Savage & Associates, Inc. since 2007. Karban is also involved in managing business enterprises and providing client protection product recommendations through his related entities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive advisory services with a range of portfolio management tools and access to third-party managers, supported by a complex corporate structure and various integrated financial platforms.

Thomas Lestrange is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Royal Alliance since 2013. Lestrange has longstanding involvement with Savage & Associates and Lestrange-N Son's Insurance, where he has engaged in insurance sales and investment management. He also serves as a trustee executing a family trust agreement. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisers and platforms, offering integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios, with access to third-party managers and various investment solutions.

Jeffrey Marchal is a financial advisor with OSAIC in Maumee, Ohio, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with Royal Alliance for 13 years and also serves as an employee benefit consultant advising business clients on group health and supplemental insurance plans. Additionally, Marchal participates in community activities such as finance committees and school advisory councils at local educational institutions. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services and employs various investment tools and platforms to construct portfolios tailored to client needs.

James Monagan is a financial advisor with OSAIC in Maumee, Ohio, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with OSAIC since 2013 and has been associated with Savage & Associates since 2002, where he also sells insurance products. Additionally, Monagan is a founding partner of Adventus Climbing, an indoor climbing facility project in development. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across multiple asset classes, managing accounts on discretionary and non-discretionary bases.