Salvatore Holt is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at SagePoint Financial, Inc. for 14 years before joining OSAIC in 2023. Holt is also president and managing partner of Holt Financial Group LLC, a marketing and branding entity for insurance and consulting services. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering both brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk tolerance assessments and utilizes a range of discretionary and third-party management strategies.

Erik Holt is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial, Matthew Robert Farrell, and Northwestern Mutual. Outside of his advisory role, he serves as a general board member for the Boerne Soccer Club, a nonprofit youth soccer program. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization.