Matthew Mullin is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. He is also president of Mullin Financial Services, an LLC offering fixed life, long-term care, disability insurance, and fixed annuities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Steven Tonkin is a CFP® and ChFC® with 47 years of experience in the financial services industry. He is currently an advisor at OSAIC and has previously worked with Woodbury Financial Services and Questar Asset Management. Tonkin serves on the board of directors for Youth for Christ, a nonprofit organization. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Trevor Otto is a financial advisor at Osaic with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services Inc. from 2015 to 2024. He is also president and owner of Otto Financial Services Inc. and serves as power of attorney for family financial affairs. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering brokerage and advisory services through a broad network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and third-party platforms to construct and manage multi-asset portfolios on both discretionary and non-discretionary bases.