Matthew Manning is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at MML Investors Services Inc and MassMutual from 2010 to 2023. Outside of his advisory role, he is an insurance agent and owns Teleios Financial LLC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that utilize model-based asset allocation and portfolio optimization through various managed account programs.

Guy Charles is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked previously at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, he is involved with Teleios Financial LLC, where he engages in client relations, document management, and media editing for a radio show. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting a variety of strategies and third-party managers.