ADVISOR BIO

Raymond Walter Sternberg is a registered representative and investment advisor representative with Osaic Wealth, Inc. Raymond has been in the securities industry since 1981 and has held licenses in multiple states. Raymond is also a licensed life insurance agent and has been with Vantagepointe Financial Group since 1979.

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ADVISOR BIO

Rebecca Day Taylor is an investment advisor representative with Osaic Wealth, Inc. Rebecca has been in the financial industry since 2008. Rebecca is registered with the state of Ohio, Hawaii and Texas. Rebecca is also a member of FINRA and the state of Arizona, California, Colorado, Delaware, Florida, Georgia, Indiana, Michigan, Minnesota, New Hampshire, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Virginia and Washington. Rebecca's current employment is with Osaic Wealth, Inc., and she was previously employed with Signator Investors, Inc. Rebecca specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.

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Regan Jahns is a financial advisor with Morgan Stanley. Regan is registered with the state of Ohio and Texas, and has been a licensed financial professional since 2020. Regan has experience providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Regan is dedicated to helping clients achieve their financial goals. Regan is committed to providing personalized financial advice and exceptional client service.

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Rex Ross Sims is a registered investment advisor representative with State Farm Investment Management Corp. Rex Sims has been in the financial industry since November 18, 1997 and is currently registered with the state of Ohio. Rex Sims is also a registered representative with State Farm Investment Management Corp. Rex Sims is a Series 6 and Series 65 licensed advisor. Rex Sims has a Series SIE license. Rex Sims is licensed in the state of Ohio.

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Richard Bohn is an investment advisor representative who has been in the industry since 1994. Richard is currently registered with Raymond James Financial Services Advisors, Inc. in both Florida and Ohio. Richard has held previous positions at Citigroup Global Markets Inc. and Morgan Stanley DW Inc. Richard Bohn's specializations include portfolio management for businesses and individuals, as well as financial planning and pension consulting. Richard is also a member of NWQ Wealth Partners, LLC.

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Richard Luedtke is a financial advisor with Ameriprise Financial Services, LLC. Richard has been in the industry since February 13, 1994. Richard is licensed in 26 states. Richard has several designations including Certified Financial Planner. Richard has a branch office location in Toledo, Ohio. Ameriprise Financial Services, LLC is a financial firm that manages more than $479 billion in assets. Ameriprise Financial Services, LLC specializes in financial planning, educational seminars, pension consulting, portfolio management, and publication of periodicals.

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Richard Youssef is an investment advisor representative at Cetera Investment Advisers LLC. Richard Youssef has been in the industry since April 1985. Richard Youssef is registered with the state of Ohio, and is also registered with the state of Texas as a resident. Richard Youssef is a licensed insurance agent and owns Youssef Financial Services, Inc. Richard Youssef offers financial planning services, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

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Richard Wurst is a financial professional in Toledo, OH. Richard Wurst is a registered representative of MML Investors Services, LLC. Richard Wurst has been in the industry since February 12, 2017. Richard Wurst is registered with the following states: Arizona, Florida, Indiana, Kansas, Massachusetts, Michigan, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington and Wyoming. Richard Wurst is licensed to provide securities-related services in Ohio and Texas.

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Richard Joseph Kaser is a financial advisor registered with KMG Fiduciary Partners, LLC, and has been in the industry for over 30 years. He is also a Certified Financial Planner™. Richard has a long history of working with individuals, families, and businesses to develop and implement comprehensive financial plans. He is passionate about helping clients achieve their financial goals, including retirement planning, college savings, estate planning, and investment management.

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ADVISOR BIO

Richard Holmes is a financial advisor with Cetera Investment Advisers LLC. Richard has been in the financial services industry since 2001 and has a wide range of experience in the field. Richard holds a Series 7, Series 6 and SIE license. He is registered with the state of Ohio and Texas. Cetera Investment Advisers LLC is a national firm with offices across the country. The firm provides a variety of financial services to individuals, families, and businesses. Richard is dedicated to providing his clients with personalized financial advice and guidance.

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