Kevin Anderson is a financial advisor with Osaic Wealth based in St. Petersburg, FL. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior work includes positions at Royal Alliance Associates, Inc. and SII. Osaic Wealth serves a diverse client base including retail and institutional investors, providing comprehensive financial planning and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a variety of customizable strategies and third-party manager options.

Lang Adams is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, Inc., Signator Investors, Inc., Transamerica Financial Advisors, and Raymond James & Associates. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with a focus on asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection.

Tonita Arthur is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Royal Alliance, BBVA Wealth Solutions, Morgan Stanley, and Merrill. She is based in St. Petersburg, FL. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that utilize model-based asset allocation and portfolio optimization, incorporating a range of managed account strategies and third-party manager programs.

Liam House Myers is a financial advisor with OSAIC who holds a Series 66 designation and has 12 years of industry experience. He has worked with Royal Alliance Associates Inc. since 2018 and was previously with Sii from 2014 to 2018. Based in St. Petersburg, FL, Myers’s background includes roles at multiple firms within the financial services sector. OSAIC serves a diverse group 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, employing a range of investment strategies supported by various tools and third-party managers.

Daniel Martinez is a financial advisor with OSAIC, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Royal Alliance since 2019 and has also been associated with T Rowe Price since 2016. Outside of his advisory role, Martinez is involved in e-commerce activities, buying and selling items on eBay and Amazon. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and offers various managed account strategies as well as alternative investment options through third-party platforms.

Chris Savorelli is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has worked at Advisor Group since 2019. His prior roles include positions at MetLife, Van Eck Associates Corporation, Van Eck Securities Corporation, Saint Leo University, and Raymond James & Associates. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach supported by portfolio optimization tools and offers various advisory and brokerage services through a multi-advisor platform.

Renee Benoit is a Certified Financial Planner (CFP®) with 33 years of experience in the financial services industry. She is currently affiliated with OSAIC and has held prior positions at Royal Alliance Associates, Signator Inv Inc, Snyder Financial Group, The Strategic Financial Alliance, and Invest Financial Corporation. Outside of her advisory role, she works as a tax associate assisting clients with tax preparation. 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 supported by a model-based investment approach emphasizing asset allocation, portfolio optimization, and a variety of program options including Unified Managed Accounts and third-party money manager programs.

Donna Freeney is a financial advisor at OSAIC with 34 years of industry experience. She holds the Series 66 designation and has worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Transamerica Financial Advisors. Based in St. Petersburg, FL, she has been with Royal Alliance Associates since 2018. OSAIC serves a diverse client base, including retail and institutional investors, by providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization using various programs such as Unified Managed Accounts and third-party money manager options.

Alison Foster is a financial advisor at Osaic Wealth Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., and INVEST Financial Corp. 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 supported by model-based asset allocation, portfolio optimization tools, and a multi-affiliate platform.