Matthew Burke is a CFP® with 35 years of experience in the financial services industry. He is currently affiliated with Osaic Wealth Inc. and has held previous positions at Resource Planning Group, Commonwealth Financial Network, and Cambridge Investment Research Advisors. Burke serves as a board member of Faithful Shepherd Ministries, a nonprofit counseling service. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform providing brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of investment programs delivered through affiliated broker-dealer and RIA relationships.

Matthew Weaver is a CFP® with five years of industry experience, currently affiliated with OSAIC. He has held roles at Resource Planning Group and Commonwealth Financial Network, and has experience in insurance sales. Outside of his advisory work, he is a professional ultimate frisbee player with the Indianapolis Alleycats. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a variety of brokerage and advisory services. The firm employs a model-based investment approach that includes portfolio optimization and utilizes multiple program platforms and third-party managers.

Claire Burke is a financial advisor at Osaic with a Series 66 designation. Her work history includes roles at Osaic Wealth Inc, Resource Planning Group, The Sixpence, and Creating Joyful Moments. She has experience in client service and financial roles dating back to 2016. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and discretionary strategies.

Keith Waterman is a financial advisor with OSAIC Wealth Inc, holding a Series 66 designation and 11 years of industry experience. He has worked at firms including Resource Planning Group, Commonwealth Financial Network, and Cambridge Investment Research. Waterman is also president of Prosperity Planning Group, Inc., his own non-investment-related S Corporation business entity. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation, portfolio optimization tools, and a range of managed account programs, supported by a complex network of affiliates and private equity ownership.

Joshua Weaver is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with OSAIC and previously worked at Commonwealth Financial Network and Cambridge Investment Research Advisors. Outside of his advisory work, he serves as a deacon and a member of the finance committee at Pennington Park Church, where he oversees benevolence policy and assists with financial decision-making. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process that includes portfolio optimization, risk assessment, and the use of discretionary strategies and third-party managers.