Karl Locke is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and previously worked at Sagepoint Financial, Inc. and JBA Financial Services. Locke also works as a licensed life and health insurance agent through JBA Financial Services. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers through multiple platforms.

Matthew Silvey is a financial advisor at OSAIC with three years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Uptick Partners, Ameriprise, Texas A&M, and Joaquin High School. 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 with a variety of investment platforms and tools, managing portfolios that include multiple asset classes and providing both discretionary and non-discretionary account management.