Harold Pope is a CFP® with 43 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for over two decades. Outside of financial advising, he is a licensed minister assisting local pastors and churches. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs various asset-allocation tools and third-party platforms to construct and manage portfolios.

Matthew Pope is a financial advisor at OSAIC with 29 years of industry experience. He has held positions at Securities America Advisors, Inc. and Securities America, Inc. over extended periods and is also the owner of Pacesetter Universal Insurance Agency, primarily a property and casualty insurance agency with some life, health, and Medicare supplement sales. He holds Series 63 and Series 66 credentials. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, through a broad network of advisors and multiple platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios that may include stocks, bonds, mutual funds, ETFs, options, and alternatives.