Matthew Rounds is a CFP® professional with four years of experience, currently with OSAIC. He also operates Rounds Financial Services and has prior experience with his family construction company. Outside of his advisory work, he serves as a game official for the South Dakota High School Activities Association. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, and access to multiple investment platforms. The firm uses various asset-allocation tools and supports both discretionary and non-discretionary account management, with a complex corporate structure involving multiple mergers and third-party arrangements.

Douglas Rounds is a financial advisor with Osaic Wealth, Inc. holding a Series 66 designation and 15 years of industry experience. He has worked with Osaic since 2018 and has prior experience at Signator Investors, Inc. and Transamerica Financial Advisors. Outside of his advisory role, he is the owner of a family farm and serves as chairperson for his high school class reunion committee. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary accounts, with access to third-party money managers and wrap programs.