Douglas Mongiardo is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Morgan Stanley and Baillie Gifford. In addition to his advisory role, he is involved in insurance sales. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Ross Mongiardo is a CFP® and ChFC® credentialed advisor at OSAIC with 35 years of industry experience. He worked at American Portfolios for 17 years before joining OSAIC in 2024. Mongiardo is also involved in insurance sales and advisory services through Steelview Wealth Management. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs advanced asset allocation tools and supports a variety of investment products and third-party managed-account solutions.