Tara Clark is a Series 66-credentialed financial advisor with 21 years of industry experience, currently with OSAIC since 2018. She previously worked at Signator Investors and has been involved with GFA Financial Group for over 20 years, where she also sells term and universal life insurance. Outside of her advisory role, she co-owns a beach villa in St. Petersburg, Florida. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization tools.

Bryan Peterson is a financial advisor at OSAIC in Tampa, FL, holding a Series 66 designation with five years of industry experience. His prior work includes roles at GFA Financial and entrepreneurial ventures such as The Library JV LLC and Pane Rustica. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by risk assessment tools and a range of customizable investment programs.

Brendan Patrick is a financial advisor with OSAIC, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018, with prior roles at Signator Investors, Inc. and Transamerica Financial Advisors. Outside of his advisory work, Patrick serves as an investment consultant for GFA Financial Group, LLC, focusing on administrative assistance, analysis, and client relationship management. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization and supports a wide range of program offerings, including third-party money managers and proprietary models.

Kristine Menko is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Raymond James & Associates, Ameriprise Financial Services, and Cambridge Investment Research Advisors. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by risk assessment tools and various portfolio management strategies.

Matthew Garvin is a financial advisor with OSAIC Wealth, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with OSAIC since 2018 and previously with Signator Investors and GFA Financial Group, where he remains owner and advisor. Outside of his advisory roles, he operates as an independent insurance agent focusing on fixed insurance, fixed annuities, and long-term care products. OSAIC Wealth serves a diverse client base including retail, institutional, retirement plan sponsors, and corporate clients through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering a broad range of advisory and brokerage services supported by proprietary models and third-party managers.