Matthew Scherer is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, Questar Capital Corporation, MML Investors Services, and MassMutual Life Insurance Co. Outside of his advisory work, Scherer coaches baseball and softball players and owns a tax preparation business assisting individuals with simple tax returns. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage investment portfolios on both discretionary and non-discretionary bases.

Trent Pearce is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include eight years at Integrity Alliance, LLC, and two years at HyVee. He serves as a board member for the Metro Area Youth Foundation, providing governance and guidance for the nonprofit. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through its extensive network of advisers and comprehensive advisory platforms. The firm utilizes asset-allocation tools and risk assessments to construct portfolios that include various asset classes and offers services such as financial planning, retirement consulting, and access to third-party managers.

Kevin Pearce is a financial advisor at Osaic with 40 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes a 12-year tenure at Integrity Alliance, LLC before joining Osaic Wealth Inc. Pearce serves on the board of the Omaha Home for Boys Foundation, where he assists with the financial endowment fund, and he is involved in investing in startup companies as a member of Nebraska Million LLC. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisors and advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated portfolio rebalancing, offering integrated brokerage and advisory services with access to third-party money managers and model portfolios.

Andrew Gutierrez is a financial advisor at OSAIC based in Omaha, NE, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior experience includes roles at Woodbury Financial Services, Questar Capital Corporation, and MassMutual Life Insurance Company. Outside of advising, he owns a tax preparation business that assists individuals with simple tax returns. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm employs firm-provided tools and third-party platforms to construct portfolios across various asset classes, offering both discretionary and non-discretionary management.