Phillip Garey is a Series 66-licensed financial advisor at OSAIC with 15 years of industry experience. His prior roles include positions at FSC Securities Corporation, The Bishoff Financial Group, and Cambridge Investment Research Advisors. He is also the owner of Garey Financial Group, LLC, an independent insurance agency. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services across various programs such as financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and efficient frontier analysis.

Eric Shearer is a CFP® with 23 years of industry experience, currently serving at OSAIC since 2023. He previously worked at Vorisek Financial Corporation for 19 years and held roles at FSC Securities Corporation, Chase Investment Services Corp., and PRUCO Securities, LLC. He is also VP and Director of Financial Planning at Vorisek Financial Corporation. Osaic Wealth serves a diverse client base, including retail and institutional investors, retirement plans, charities, and corporations. The firm offers a broad range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization, supported by various tools and discretionary and advisor-managed strategies.

Christopher Wilkin is a CFP® with 14 years of industry experience, currently serving at OSAIC since 2023. He previously worked at FSC Securities Corporation for 11 years and is the Director of Financial Planning at Vorisek Financial Corporation, a role he has held for 15 years. Wilkin also serves as a board member for Help I Need Transportation, a nonprofit providing vehicles and car repairs to individuals in the Central Ohio area. 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 employs a model-based investment approach with various portfolio management programs and is notable for its scale, affiliate network, and private-equity ownership.

Phillip Lovegrove is a CFP® with 22 years of industry experience, currently working at OSAIC since 2023. His prior experience includes roles at Fsc Securities Corp, The Huntington Investment Company, and Fifth Third Securities, spanning from 2007 to 2023. He is also president of Planner Two LLC, where he manages operational duties. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Thomas Vorisek is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and has worked at OSAIC since 2023, following 18 years at Fsc Securities Corp and five years at Osaic FA, Inc. Outside of his advisory work, he serves as a member of the Ohio Wildlife Council, a state board involved in approving rules and regulations for wildlife management. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization tools and provides access to discretionary managed accounts, third-party managers, and alternative investments.