Matthew Harvey is a financial advisor at OSAIC with 23 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and BMO Harris Financial Advisors. Outside of his advisory role, he serves as Treasurer and a board member of the Valparaiso Country Club. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, corporate, pension, and charitable investors. The firm offers integrated brokerage and advisory services with varied investment platforms and employs tools such as asset allocation models, risk-tolerance assessments, and automated rebalancing to manage portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Morgan Meschede is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial, Inc. and Harvey Wealth Management. He holds a notary position with Harvey Wealth Management, where he notarizes client documents. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers. The firm employs asset-allocation tools and automated rebalancing to construct diverse portfolios across multiple investment types.