Tara Clark is a financial advisor with Osaic Wealth, Inc. based in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. She has worked at Osaic since 2018 and previously held roles at Signator Investors, Inc. and GFA Financial Group, LLC. Outside of her advisory work, she is involved in selling life insurance through GFA Financial Group, LLC. Osaic Wealth, Inc. serves a diverse clientele including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to construct diversified portfolios tailored to client needs.

Bryan Peterson is a financial advisor at Osaic with five years of industry experience. He holds a Series 66 designation and has held roles at Osaic and GFA Financial since 2021. He previously worked at The Library JV LLC and spent ten years at Pane Rustica. Peterson is also involved in securities sales, client service support, and insurance product sales through GFA Financial. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and a mix of investment options, supported by a large network of affiliated advisers and multiple advisory platforms.

Brendan Patrick is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates, Inc. since 2018 and Signator Investors, Inc. from 2016 to 2018. In addition to his advisory role, he serves as an investment consultant at GFA Financial Group, LLC, focusing on administrative assistance, analysis, and client relationship management. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a wide network of affiliated advisers and multiple platforms. The firm utilizes a range of investment tools and third-party solutions to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Kristine Menko is a financial advisor at Osaic Wealth, Inc. with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Raymond James & Associates, and Cambridge Investment Research Advisors. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services across multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of investment types.

Terry Garvin is a ChFC® and holds a Series 63 license with 44 years of industry experience. He has worked with Royal Alliance Associates, INC., Signator Investors, Inc., and GFA Financial Group, LLC. At GFA, he assists with acquiring retiring financial professional practices and provides estate planning research. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers.

Matthew Garvin is a financial advisor with OSAIC Wealth, Inc. in Tampa, FL, holding Series 63 and Series 65 designations and 26 years of industry experience. He has worked at OSAIC since 2018 and previously spent two years with Signator Investors, Inc., along with over 20 years at GFA Financial Group, where he is also the owner. Garvin operates as an independent insurance agent, focusing on fixed insurance, fixed annuities, and long-term care products. OSAIC Wealth, Inc. serves a wide range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, through a large network of affiliated advisors and multiple advisory platforms. The firm utilizes various tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across diverse asset classes, offering both discretionary and non-discretionary management options.