Matthew Stegman is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He previously worked at SagePoint Financial from 2011 to 2023 before joining OSAIC in 2023. Outside of his advisory role, he serves as treasurer for the GlenLakes Men's Golf Association, a nonprofit organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk tolerance questionnaires, and automated rebalancing to construct portfolios that may include a range of investment products managed on either a discretionary or non-discretionary basis.

Sean Steele is a financial advisor with OSAIC and holds a Series 66 designation. He has six years of industry experience and previously worked at Sagepoint Financial, Inc. and Walgreens. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that may include various investment types and can be managed on a discretionary or non-discretionary basis.