Robert Mastrosimone is a CFP® and ChFC® with 44 years of experience in the financial services industry. He is currently affiliated with Osaic Wealth, Inc. and has previously worked at Securities America Advisors, Inc. and operated Mastro Financial Services. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset allocation tools and supports multiple advisory platforms, including third-party managed account solutions.

Donn Rutledge is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securities America Advisors and SII Investments. OSAIC serves a diverse client base comprising retail and institutional investors, offering brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm utilizes a range of asset-allocation tools and platforms to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Derek Vogt is a CFP®-certified financial advisor with 31 years of industry experience. He is currently with Osaic Wealth, Inc., having joined the firm in 2024 after 19 years at Securities America Advisors, Inc. and Securities America, Inc. He also sells fixed annuities through Highland Capital. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities. The firm offers a range of brokerage and advisory services supported by asset-allocation tools, risk-tolerance assessments, and access to third-party money managers.