Robert Carroll is a financial advisor at OSAIC with 36 years of industry experience and holds a Series 63 designation. Prior to joining OSAIC in 2024, he worked at American Portfolios Financial Services and Avantax Advisory Services, and he also owns a CPA firm providing tax preparation and accounting services. Outside of advisory work, Carroll is involved in several business activities including ownership interests in local real estate and a golf course restaurant, where he performs accounting and tax compliance roles. OSAIC serves a diverse client base including retail, high-net-worth, institutional, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization strategies and supports a variety of investment programs delivered through a complex affiliate network.

Bryan Carroll is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including American Portfolios Financial Services and Avantax Advisory Services. In addition to his advisory role, Carroll is involved as an accountant and bookkeeper at Twin City Financial Services LLC and acts as an insurance and fixed annuity producer. OSAIC is a large multi-advisor platform serving retail and institutional clients through brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, offering a range of programs including financial planning, advisor-managed portfolios, and retirement plan consulting.