Carlo Mazziliano is a financial advisor with OSAIC Institutions, Inc. in Santa Barbara, CA, holding a Series 66 designation and five years of industry experience. His work history includes roles at UBS Financial Services and First Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on delegated investment management.

Brian Mann is a financial advisor at OSAIC Institutions, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Infinex Investments, Morton Capital Management, TIAA-CREF, and Merrill. In addition to his advisory role, he serves as a Family Wealth Advisor at First Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients with customized advisory services. The firm combines a hybrid adviser/broker-dealer structure with a model that delegates investment management to its representatives while providing firm-level supervision.