Bruce Slater is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation and a Series 63 license. His career includes long-term roles at Intersecurities, Inc. and Transamerica Financial Advisors, Inc., as well as self-employment since 1984. Outside of his advisory work, he has served as an election inspector in Northville, MI, and prepares taxes for a small number of disabled clients. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and rebalancing, and provides access to various managed account strategies and third-party money managers.

Colin Slater is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. for seven years. Slater also serves as co-treasurer of the First Baptist Church of Farmington, where he volunteers to manage weekly offerings and annual giving records. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process relies on model-based asset allocation and portfolio optimization supported by various analytical tools, with multiple custodial and legacy programs available to clients.