Michael Cullen is a CFP® with 42 years of experience in the financial industry. He is currently with Osaic and previously worked at Sagepoint Financial, Inc. for 14 years and operated his own firm, Cullen Financial Advisors, for 40 years. Cullen also consults with IronBridge Wealth Counsel, LLC on client relationships. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on diversified portfolio construction using various asset classes and advanced analytical tools.

Tracey Story is a financial advisor at OSAIC with 24 years of industry experience. She holds the Series 66 designation and has previously worked at Cullen Financial Advisors, Sagepoint Financial, Inc., and Morgan Stanley. She also serves as Head of Client Experience at Ironbridge Wealth Counsel, LLC. OSAIC serves a diverse range of retail and institutional clients, providing integrated brokerage, investment advisory, financial planning, and retirement consulting services through a large network of affiliated advisers and multiple advisory platforms. The firm employs a variety of asset-allocation tools and third-party services to manage portfolios across various investment types on both discretionary and non-discretionary bases.