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Christian B
CFP®, Series 66
Marietta, GA
OSAIC
Christian Bratton is a CFP® professional with six years of industry experience, currently advising at Osaic Wealth, Inc. in Marietta, GA. Prior to joining Osaic, he worked at FSC Securities / The Legacy One Group and has a background that includes seven years at Wellstar Cobb Hospital. He holds additional roles including supervising functions at SingleTrack Financial LLC and is involved in insurance sales. Osaic Wealth, Inc. serves a diverse clientele ranging from individual investors to institutions, providing integrated brokerage, investment advisory, and financial planning services. The firm employs a range of tools and third-party platforms to construct and manage portfolios across multiple asset classes, offering discretionary and non-discretionary account management.
Steven R
CFP®, Series 63, Series 65
Marietta, GA
OSAIC
Steven Rothschild is a CFP® with 27 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors and Securities America, Inc., as well as ownership of Rothschild and Associates, where he provided accounting and tax preparation services. He holds CPA qualifications and has engaged in insurance sales and advisory activities outside of his primary advisory work. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and offers discretionary and non-discretionary portfolio management with access to third-party money managers and alternative investments.
Joy G
CFP®, Series 63, Series 65
Marietta, GA
OSAIC
Joy Gorney is a financial advisor with OSAIC in Marietta, GA, holding the CFP® designation and Series 63 and 65 licenses, and has 27 years of industry experience. She worked at Fsc Securities Corporation from 2005 to 2023 before joining OSAIC. Gorney is a member of the Georgia Association for Women Lawyers and assists her husband with managing their rental property. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers across multiple platforms.
Scott H
Series 63, Series 66
Marietta, GA
OSAIC
Scott Harwell is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 designations and bringing 30 years of industry experience. Before joining Osaic in 2024, he spent 17 years at Securities America Advisors, Inc., and Securities America, Inc., and has been the owner of Private Asset Management LLC since 2005. He is also involved with The Harwell Family Foundation Inc. as treasurer. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services and employs firm-provided asset-allocation tools and automated rebalancing to construct diversified portfolios.
Alan E
Series 63, Series 65
Marietta, GA
OSAIC
Alan Evans is a financial advisor with OSAIC in Marietta, GA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes roles at Securities America Advisors and Principal Financial, and he has operated his own advisory service since 2006. In addition to advisory work, he is an owner and insurance agent at Sterling Wealth Management, LLC, focusing on disability renewals. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.
Robert M
Series 66
Marietta, GA
OSAIC
Robert Mcafee is a financial advisor with Osaic and holds a Series 66 designation. He has 16 years of industry experience, including 15 years with FSC Securities Corp and 2 years with Osaic. Outside of his advisory role, he serves as CFO of McAfee Enterprises Inc., a non-investment related business. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs various tools and platforms to construct and manage client portfolios across multiple asset classes.
William H
Series 63, Series 65
Marietta, GA
OSAIC
William Howard is a financial advisor at Osaic with 27 years of industry experience. He has previously worked at Wells Fargo Advisors for nine years and Fsc Securities Corporation for one year. In addition to his advisory role, he is an insurance agent and owns Howard Private Wealth Management, LLC. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and risk assessment methods to construct diversified portfolios and supports both discretionary and non-discretionary account management.
Evan R
Series 63, Series 65
Marietta, GA
OSAIC
Evan Robinson is a financial advisor with Osaic Wealth, Inc. based in Marietta, GA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked at Stratos Wealth Partners since 2012 and previously at Fsc Securities Corp. Robinson also operates under the marketing DBA Robson Planning Group and is licensed to sell life insurance. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, managed accounts, and access to third-party money managers, employing asset-allocation tools, risk tolerance assessments, and automated rebalancing in its portfolio construction.
Jonathan R
Series 63, Series 65
Marietta, GA
OSAIC
Jonathan Robson is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fsc Securities Corp for seven years. Outside of his advisory role, he serves as a trustee for a family insurance trust. OSAIC serves a diverse client base including retail and institutional investors, offering advisory services, financial planning, retirement consulting, and access to multiple investment platforms. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management.
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