Robert Jones is a CFP® professional with 44 years of experience in the financial industry. He has worked at OSAIC since 2023, following 30 years at FSC Securities Corporation and over four decades with Lincoln National Life. He is also the owner of Jones Insurance Agency, which sells and services life and health insurance. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, including financial planning and managed account solutions, utilizing advanced asset-allocation tools and access to third-party investment managers.

Robert Tardio is a financial advisor with OSAIC and holds the Series 66 designation. He has 15 years of industry experience, including roles at SagePoint Financial and OSAIC. In addition to advising, he is also licensed as an insurance agent, providing life, accident, health, property, and casualty insurance. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services alongside multiple advisory platforms. The firm employs various asset-allocation tools and third-party solutions to manage portfolios that may include a broad array of investment products.