John Mazzone is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including SagePoint Financial, Citizens Securities, Wells Fargo Clearing Services, and Santander Securities. Outside of his advisory work, he owns a sole proprietorship called John's Cord Wood, which provides tree removal and arborist services. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a large multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and the use of discretionary and third-party strategies.

Ronald Scott is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sagepoint Financial, Inc. and Sunamerica Securities, Inc. Prior to joining OSAIC in 2023, he spent many years advising clients in various capacities. Outside of his advisory work, he makes custom bamboo fly rods by hand. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and supports a range of discretionary and non-discretionary investment strategies.

Charles Sears is a financial advisor at OSAIC with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley and Sagepoint Financial, Inc. Sears is also president and treasurer of Anchor Wealth Management, Inc., an S-Corp. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services through various programs emphasizing model-based asset allocation, portfolio optimization, and a multi-advisor platform.