Kelly Perney is a financial advisor with Osaic Wealth, Inc. based in New Alexandria, PA. She holds the Series 66 designation and has eight years of industry experience. Her prior roles include positions at Mosaic Wealth Consulting, Indiana First Savings Bank, and First Commonwealth Bank. Outside of her advisory work, she is a notary public. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing various tools and strategies to construct portfolios tailored to client needs.

Donald McDade is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously spent 21 years with Lincoln Financial Advisors. In addition to his advisory role, he is involved in managing a financial planning and insurance practice under the name Mosaic Wealth Consulting and holds ownership in a business that manages expenses related to fixed life insurance sales. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers. The firm employs a variety of asset allocation and portfolio construction tools and supports multiple advisory platforms and legacy programs.

Scott Lauer is a financial advisor at Osaic Wealth, Inc. with 24 years of industry experience. He holds a Series 63 designation and has worked previously at Lincoln Financial Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. In addition to his advisory role, he serves as the secretary of his local homeowner’s association. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct portfolios across a range of asset classes with discretionary and non-discretionary management options.

David Estatico is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors Corporation for 21 years. Outside of his advisory role, he is involved in various insurance-related activities, including offering traditional life, long-term care, disability, and group insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that may include a variety of investment products managed on discretionary or non-discretionary bases.

Ronald Romeo is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corp. for 21 years. He is also involved in selling indexed annuities and fixed insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a broad network of affiliated advisers and multiple advisory platforms.