Carla Patey is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and has worked previously at Securities America Advisors, CETERA Advisor Networks LLC, Browning Graves, and Voya Financial Advisors. In addition to her advisory role, she is involved in sales and review of insurance products through Foundation Financial Solutions and provides investment advising and portfolio management at Foundation Bank. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by multiple platforms and third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage a wide range of investment options on both discretionary and non-discretionary bases.

Chad Wilson is a CFP® professional with 24 years of industry experience, currently serving at OSAIC since 2024. His prior experience includes roles at Securities America Advisors Inc., Ameriprise Financial Services, and Investment Professionals Inc. He is also the President and owner of Foundation Bank and serves as Board Chair for Trinity Christian Academy. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, and access to multiple advisory platforms and third-party money managers.

Matthew Schultz is a financial advisor with OSAIC holding a Series 66 designation. He has been with OSAIC since 2023 and has prior work experience spanning various industries including sports, industrial sectors, and education. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools and automated rebalancing to construct diversified portfolios, managing accounts on either a discretionary or non-discretionary basis.