Eric Wagner is a financial advisor with OSAIC in Boynton Beach, FL, holding Series 63 and Series 65 designations and 26 years of industry experience. He worked previously at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 22 years. Wagner is also a financial advisor operating a sole proprietorship and has experience as an insurance broker focusing on non-variable insurance products. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party manager strategies, and is notable for its scale, complex affiliate network, and private-equity ownership.

James Kelly Jr. is a Series 66 licensed advisor with 42 years of experience, currently affiliated with OSAIC since 2018. Prior to joining OSAIC, he worked for Signator Investors, Inc. and John Hancock Mutual Life Insurance Company, where he was employed for 34 years. Outside of his advisory role, he is a partner in a tax preparation and bookkeeping firm as a limited silent partner and serves as an investment advisor representative with Atlantic Advisors, LLC. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activities.

Jeffrey Sultan is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at American Portfolios Financial Services Inc., Madison Advisory Services, Madison Planning Group, and Royal Alliance Associates. Outside of his advisory role, he is involved in the sale of fixed insurance products as a sole proprietor. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a wide range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a multi-advisor platform with various program options and affiliated relationships.

Jeffrey Zemito Jr. is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at Sagepoint Financial, MML Investors Services, and Mass Mutual Life Insurance. Outside of his advisory work, he serves as a voting board member for his office building homeowners association. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across various financial planning and investment programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by advanced tools and a range of discretionary and third-party management options.