Robert Carroll is a financial advisor at OSAIC with 35 years of industry experience. He holds a Series 63 designation and has previously worked at American Portfolios Financial Services and Avantax Advisory Services. Outside of his advisory role, Carroll owns an accounting and tax preparation firm and is involved as an owner or member in several local business ventures, including a golf course and restaurant. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services across multiple platforms. The firm employs asset-allocation tools and risk assessments to build portfolios encompassing a broad range of securities, supporting both discretionary and non-discretionary account management.

Bryan Carroll is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior work includes roles at American Portfolios Financial Services, Avantax Advisory Services, and a CPA firm. He is also a member and owner of Twin City Financial Services LLC, where he serves as an accountant and bookkeeper. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers through multiple advisory platforms.