Stephen Kitner is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials. He has one year of industry experience and prior roles at Genter Capital Management LLC, Coastal Carolina University, and Jefferson Security Bank. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization. The firm is distinguished by its scale, complex affiliate network, private-equity ownership, and a broad range of investment and financial planning programs.

Chad Cornell is a Certified Financial Planner™ with 28 years of industry experience. He is currently an advisor at OSAIC and has previously worked at Securities America Advisors and Investacorp Advisory Services. Outside of his advisory role, he is president of Frank Cornell Associates, Inc., a company providing payroll, bookkeeping, and tax services. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and various managed account strategies within a multi-advisor platform.

Rachel Sears is a financial advisor at Osaic Wealth with seven years of industry experience. She holds a Series 66 designation and has worked previously at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and KPMG LLP. Outside of her advisory role, she owns a business under the Sears Group, Inc. DBA and works as an insurance agent, assisting clients with insurance policies related to their financial goals. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

William Morrison is a financial advisor at Osaic Wealth, Inc. with 27 years of industry experience. He holds a Series 66 designation and has worked previously at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory role, he operates a succession planning business under a sole proprietorship. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization with access to discretionary and third-party investment strategies.

Harvey Goldberg is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and has a background that includes long-term roles at Lincoln Financial Securities Corporation and Century Financial Services. Goldberg also works as an insurance agent offering various products including accident, health, disability, long-term care, and life insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform and emphasizes model-based asset allocation, portfolio optimization, and a range of managed investment programs.

Elizabeth Salmon Osbon is a financial advisor at OSAIC with 24 years of industry experience. She holds a Series 65 designation and has worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Transamerica Financial Advisors. Additionally, she serves as a poll worker for the Pinellas County Supervisor of Elections. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a variety of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization within a multi-advisor platform.

April Anne Orsi is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. Her prior work includes roles at FSC Securities Corporation, Raymond James Financial Services, Transamerica Retirement Solutions, PNC Investments, T. Rowe Price Advisory Services, and Ameriprise. Outside her advisory career, she owns Precious and Vintage, a business that acquires and resells vintage milkglass and other items online. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with asset allocation and portfolio optimization tools and supports a range of programs such as financial planning, managed portfolios, and retirement consulting.