Jason Wallace is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation. Prior to joining OSAIC, he worked with the Tampa Bay Rays and Memphis Grizzlies in roles outside the financial industry. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization techniques.

Thomas Moriarty is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Signator Investors, Inc. and Transamerica Financial Advisors. Moriarty serves as a Finance Council member for the Diocese of St. Petersburg and operates a CPA practice preparing tax returns for family members. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple program options delivered through an extensive affiliate network.

Kevin Moriarty is a CFP® professional with 11 years of industry experience, currently serving at Osaic since 2018. He previously worked at Signator Investors, Inc. and Transamerica Financial Advisors. Moriarty is a member of the finance committee at Anona United Methodist Church in St. Petersburg, FL. OSAIC serves a diverse client base including retail investors, high-net-worth households, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services and uses a model-based investment approach with asset allocation, portfolio optimization, and access to third-party managers and alternative investments.