William Slepcevich is a financial advisor at OSAIC with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services, Inc. and Questar Asset Management. He is also involved with Slepcevich Financial Group, where he discusses life and disability insurance with clients and prospects. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using firm-provided asset-allocation tools and automated rebalancing to construct diversified portfolios.

William Slepcevich is a financial advisor at Osaic with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services, Questar Asset Management, and Questar Capital Corporation. Outside of his advisory role, he is involved in life, disability, and long-term care insurance sales through his own insurance agency. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a wide range of brokerage and advisory services, utilizing advanced asset-allocation tools and various investment platforms to construct portfolios tailored to clients' risk tolerances and investment preferences.

Bryan Filson is a financial advisor with Osaic Wealth, Inc. in Naples, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services and Mutual of Omaha Investor Services. He serves as a board member and treasurer for The Heights Foundation and is on the board of Epilepsy Florida, both nonprofit organizations. Filson is also the managing member of Advanced Capital Strategies LLC, where he provides consulting related to business exit planning using his CEPA designation. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and nonprofits. The firm offers a range of investment advisory and brokerage services supported by various platforms, employing asset-allocation tools and third-party managers to build diversified portfolios tailored to client needs.