Bernard Barrow Jr. is a CFP® professional at OSAIC with 21 years of industry experience. He previously worked at Securities America Advisors and PNC Wealth Management and serves as a trustee for the Boys and Girls Clubs of Toledo. He is based in Maumee, OH. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Matthew Pindoley is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked previously at Securities America Advisors and Securities America, Inc., and also holds a financial advisory role at Glass City Federal Credit Union. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by tools such as risk tolerance questionnaires and rebalancing strategies.