Robert Weber is a CFP® professional affiliated with OSAIC, bringing 43 years of industry experience. He has worked at OSAIC since 2023 and previously served at FSC Securities Corp and National Planning Corp. Weber is also the president of Weber Financial Advisory, Inc., a firm he has led since 1996, which markets and promotes his securities business. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services supported by advanced asset-allocation tools and third-party managed account solutions.

Wesley Mathis is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at FSC Securities Corp and National Planning Corp. Mathis also operates a sole proprietorship offering fixed insurance products and provides notary services to clients. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisers and multiple advisory platforms. The firm employs a range of investment solutions incorporating firm-developed tools and third-party services to construct customized portfolios across various asset classes.