Celina, TX S Ohio Dr Office

Matthew Manning is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and was previously with MML Investors Services Inc and MassMutual for 13 years. Outside of his advisory role, he is involved as an insurance agent and owns Teleios Financial LLC. OSAIC serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes for both discretionary and non-discretionary accounts.

Guy Charles is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, he is involved with Teleios Financial LLC, where he manages client relations, document management, social media, and radio show editing. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models and risk tolerance assessments to construct portfolios across various asset classes.