Brian Karl is a CFP® professional with 25 years of industry experience, currently serving at OSAIC Institutions, INC. since 2024. He has a long tenure with Financial Resources Federal Credit Union dating back to 2006 and was previously associated with CUSO Financial Services, Lp. Karl serves as a committee member for the 401(k) plan at Financial Resources FCU, where he reviews investment performance and discusses strategy with plan trustees and administrators. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm’s investment adviser representatives utilize a combination of fundamental and technical analysis, asset allocation, and third-party due diligence, with a notable emphasis on non-discretionary assets.