Matthew Pliss is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and previously worked at FSC Securities Corporation and IDEMIA. Outside of advisory work, he operates an IT services business for small businesses and works as a tax preparer. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning and managed accounts. The firm employs a variety of asset-allocation tools and supports third-party money managers and wrap programs.

Richard Rarick III is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with FSC Securities Corporation and his own firm, Rarick & Associates. Outside of his advisory work, he serves as a board member of Joshua Springs Calvary Chapel and vice president of the Five Two Foundation, both nonprofit organizations. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm utilizes asset allocation tools and automated rebalancing to manage diversified portfolios on both discretionary and non-discretionary bases.