Bernard Barrow Jr. is a CFP® professional with 20 years of experience in financial advisory services. He is currently with OSAIC and previously worked at Securities America Advisors and Securities America Inc. He also serves as an active trustee for the Boys and Girls Clubs of Toledo. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage and advisory services, managed accounts, and access to third-party money managers.

Matthew Pindoley is a financial advisor at OSAIC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Glass City Federal Credit Union, where he continues to serve as a financial advisor. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary account management across a range of investment products.