Luke Brignola is a financial advisor at Osaic with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and Bankers Life. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and third-party money manager programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies.

Fred Scheller is a financial advisor with OSAIC in Estero, Florida, holding Series 63 and Series 65 licenses and 44 years of industry experience. His prior roles include positions at Sagepoint Financial, LPL Financial, and his own Scheller Financial Services. Outside of advisory work, he co-owns an online retail business and manages a grape vineyard with his wife. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporations. The firm offers a multi-advisor platform with comprehensive financial planning and various managed portfolio options, emphasizing model-based asset allocation and portfolio optimization.

Esai Ferguson is a financial advisor at Osaic Wealth with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including LPL Financial, Morgan Stanley, Raymond James Financial Services, and T. Rowe Price. Ferguson also serves as an instructor at FGCU Academy. Osaic Wealth serves a diverse client base, including retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and offers a range of managed portfolio programs and retirement plan consulting.

Brendan O'Connor is a CFP® with 41 years of experience in the financial industry. He is currently with OSAIC, where he has worked since 2025, following a 27-year tenure at Lincoln Financial Advisors Corporation. Outside of advising, he is licensed to offer various insurance products, including accident and health insurance and fixed annuities. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various analytical tools.

Dennis Dewitt is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic Wealth, Inc. since 2018, following prior roles at Signator Investors, Inc. and Transamerica Financial Advisors. Dewitt also operates a sole proprietorship focused on the sale and marketing of fixed annuities, securities, investment advisory, and insurance products. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services such as comprehensive financial planning and managed portfolio programs. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supported by discretionary strategies and third-party money managers.

James Watts is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at Securities America Advisors and SECURITIES AMERICA, Inc. Outside of his advisory role, Watts volunteers to teach free group guitar lessons in his neighborhood and occasionally offers private lessons. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients. The firm provides a range of advisory and brokerage services utilizing model-based asset allocation and portfolio optimization strategies across multiple platforms and affiliated entities.