Samuel Martinez is a financial advisor at OSAIC with one year of experience in the industry. He holds the Series 66 designation and has worked previously at RABco Financial, Pointwealth Capital Management, El Proyecto del Barrio, Verizon, and Ross Dress for Less. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm employs a range of asset-allocation tools and offers integrated brokerage, advisory services, and access to third-party money managers and wrap programs.

Scott Brown is a CFP® with 25 years of industry experience, currently serving at OSAIC Wealth Inc since 2018. He has prior experience with 1st Global Insurance Services, Inc and several related firms dating back to 2000. Brown is also a partner at Roger A. Brown & Co., LLP, where he provides tax, audit, and consulting services. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through numerous affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services with a portfolio construction approach that utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing.