William Slepcevich is a financial advisor with OSAIC based in Naples, FL, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has worked at firms including Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, Fortitude Advisory Group, and Eagle Strategies. Outside of his advisory work, he is involved with SlePcevich Financial Group, where he discusses and sells life and disability insurance. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a platform offering brokerage and advisory services, financial planning, managed portfolios, and retirement consulting. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization supported by various risk management tools.

William Slepcevich is a financial advisor at Osaic Wealth with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services, Questar Asset Management, and Questar Capital Corporation. Outside of advisory work, he is involved in life, disability, and long-term care insurance sales through his own agencies. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, and is notable for its large scale and recent consolidation activity.

Bryan Filson is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services and Mutual of Omaha Investor Services. Outside of his advisory role, he serves as treasurer and board member of The Heights Foundation and is a board member of Epilepsy Florida Inc. He is also the managing member of Advanced Capital Strategies LLC, where he applies his CEPA designation to assist clients in business exit planning and due diligence. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach emphasizing portfolio optimization and risk management, offering advisory and brokerage services through a broad multi-advisor platform.