Michael Nicotera is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023 and has been involved with The Sparta Group since 1992. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to manage portfolios that may include various asset classes and supports both discretionary and non-discretionary account management.

William Boyd is a financial advisor at OSAIC with Series 63 and Series 66 licenses and 42 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been associated with The Sparta Group, Inc. for over 30 years. Boyd maintains an insurance license related to a formerly held annuity business but does not conduct new insurance activities. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs various asset-allocation tools and third-party managed-account solutions to construct portfolios across a range of investment types.

Eugene Casaleggio Jr. is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Sagepoint Financial, Inc. and The Sparta Group. He maintains a partner role with Sparta Financial Services, an LLC associated with banking activities for commission and office expense payments. OSAIC serves a broad client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs a range of asset-allocation tools and supports various account management options through a network of affiliated advisers.