Matthew Burwick is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Securities America Advisors and Securities America, Inc. for 13 years. Outside of advising, he serves on the boards of a cancer nonprofit and a Jewish community center and owns a retail business specializing in soap and hygiene products. OSAIC serves a broad 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 and managed-account solutions.

Seth Wolnek is a CFP® professional with 29 years of industry experience. He is currently affiliated with OSAIC and has a long tenure at First Financial Group, where he has worked since 1997. Wolnek serves on the board of the Birmingham Jewish Federation, a nonprofit organization. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs various tools for portfolio construction and supports multiple advisory platforms, including unified managed accounts and model portfolios.

Mark Sullivan is a financial advisor with Osaic Wealth, Inc. based in Portsmouth, NH, holding Series 63 and Series 65 credentials and 40 years of industry experience. He previously worked at Woodbury Financial for 18 years before joining Osaic in 2024. Sullivan is also president of Seacoast Asset Management, LLC, where he provides investment advice and guidance. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party money managers to construct diversified portfolios tailored to client needs.

John Ferris is a financial advisor with OSAIC based in Marietta, GA, holding a Series 66 designation and 16 years of industry experience. Prior to joining OSAIC in 2023, he worked at Fsc Securities Corp for seven years. He is also the president of Waterstone Wealth Strategies, Inc., a marketing entity related to financial services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by various asset-allocation tools and third-party platforms.

Aaron Johnson is a financial advisor at Osaic with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Mariner Independent Advisor Network, LPL Financial, and WealthPLAN Partners. He is also the secretary of Simplified Wealth Management, a financial planning corporation. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Alan Johnson is a financial advisor with OSAIC based in Plymouth, MN, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Royal Alliance and multiple AdvisorNet Financial entities. Outside of advisory work, he owns and operates a woodworking business where he designs and sells custom gifts, signs, and furniture. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across a variety of asset classes.

Chloe Williams is a financial advisor at OSAIC with four years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for four years and attended UC Berkeley from 2017 to 2021. Williams holds a Series 66 designation. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm uses a variety of tools and platforms to construct portfolios and supports legacy programs and account transitions.

Spencer Boyd is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 credential and previously worked at Woodbury Financial Services and Chesterman Co. Coca-Cola. In addition to his advisory role, Boyd assists with operations at a local boutique in Mitchell, SD. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with portfolio construction supported by various tools and access to multiple third-party managers.

James Plasko is a financial advisor with OSAIC in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He worked at Signator Investors Inc for 10 years before joining OSAIC in 2018. He is a founding partner of Beyond Asset Management, an LLC focused on financial planning, insurance, and investment sales. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and various investment vehicles to construct portfolios managed on discretionary or non-discretionary bases.

Christopher Grassel is a financial advisor with OSAIC in Green Bay, WI, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has previously worked at Woodbury Financial for 18 years and has been involved with Woodmen Financial Resources Ltd. since 2006 in a financial planning role. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing, and provides access to third-party money managers and managed account solutions.

Grant Pierce is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, Novus Home Mortgage, Inlanta Mortgage, and Community First Credit Union. He is also employed as a financial advisor with Zimmer Financial Group, LLC. OSAIC serves a diverse range of retail and institutional clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a broad network of affiliated advisers, utilizing asset-allocation tools, risk assessments, and access to third-party money managers to construct customized portfolios.

Paul Ferrigno is a CFP® professional affiliated with OSAIC, with 21 years of industry experience. He has previously worked at FSC Securities Corp and SII Investments. Outside of his advisory role, he serves on the Membership Committee for Business Network International, assisting with member performance metrics, interviews, and conflict resolution. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors and advisory platforms. The firm offers a wide range of financial services and employs firm-provided asset allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Christopher Brereton is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at SagePoint Financial, Inc., UBS Financial Services, and U.S. Bancorp Piper Jaffray. Outside of his advisory role, he serves as a board member at large for a condominium association in Scottsdale, AZ. OSAIC serves a broad client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services combined with multiple advisory platforms and third-party manager access. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to build diversified portfolios across various asset classes.

Michael Stecher is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His previous roles include positions at Faithward Advisors, LLC and American Portfolios Advisors, Inc. He is also president of a consulting firm, Michael J. Stecher, Inc., which operates under the Stecher Financial Group name. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services across multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, options, and alternative investments.

Benjamin Taylor is a CFP® with 10 years of industry experience. He is currently affiliated with OSAIC and has previously worked at Wholehan & Associates and Sigma Financial Corporation. At Wholehan & Associates, he has held a financial planning assistant role involving technical software and administrative duties. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third‑party money managers and wrap programs. The firm employs firm‑provided asset‑allocation tools and automated rebalancing to construct diversified portfolios managed on discretionary or non‑discretionary bases.

Jeffrey Brecht is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at SagePoint Financial, Inc. and OSAIC Services, Inc. for over a decade each. Outside of his advisory role, he serves as a regional director for the Lincoln and Continental Owners Club, overseeing social activities and board meetings. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs firm-provided asset allocation tools and supports both discretionary and non-discretionary portfolio management.

Roxanne Jones is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Independent Capital Management and Sagepoint Financial. Outside of her advisory work, she serves as treasurer for Camille Russell Wooden Ministries, a nonprofit organization. OSAIC serves a diverse clientele including retail and institutional investors, offering a range of integrated brokerage, investment advisory, and financial planning services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and a variety of investment options to construct portfolios managed on both discretionary and non-discretionary bases.

Thomas Muller is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at American Portfolios Financial Services, Inc. and Merrill. Outside of his advisory role, he is involved in insurance sales, including managing fixed insurance products and selling Medicare insurance to seniors. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers.

Austin Maschino is a financial advisor with OSAIC based in Tulsa, OK. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has been affiliated with OSAIC since 1997 and also works with Investment Designers of Tulsa, Inc. Maschino is licensed as an insurance agent for life, accident, health, and annuity products and provides investment advisory services through Osaic Wealth, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizes advanced asset-allocation tools, and supports both discretionary and non-discretionary accounts with access to third-party money managers and wrap programs.

Tyler Gunderson is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked for nine years at Empeople Credit Union and spent four years at Coe College. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, financial planning, and access to multiple investment platforms and third-party money managers. The firm employs a variety of asset-allocation tools and portfolio construction strategies across discretionary and non-discretionary accounts.