Nicholas Amatulle is a financial advisor with OSAIC in Naples, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he has been involved with Pint and Pistols LLC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and provides access to various managed account programs and third-party money managers.

Stefan Andrews is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and First Command Advisory Services. Outside of his advisory role, he owns and manages an automotive service business and provides business coaching to owners. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a broad range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

Charles Wolfe Jr. is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Lincoln Financial Advisors Corporation and First Command Financial Services. Outside of his advisory role, Wolfe engages in executive coaching for business owners through his consulting business. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization and provides access to various managed account programs and third-party investment managers.

Elliott Ellis is a CFP® with three years of industry experience, currently serving at Osaic Wealth. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Ameriprise. Ellis is involved with the Financial Planning Association Southwest Florida Chapter’s NexGen Development group, engaging with young financial planners and students. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform offering both brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a range of customizable strategies.