Berkeley Springs, WV Office

Michael Nicotera is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes 14 years at Sagepoint Financial, Inc. and a long-standing role at The Sparta Group since 1992. Outside of his advisory work, he owns a vacation property in Florida that he rents to a family member. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, emphasizing asset allocation, risk assessment, and portfolio management supported by third-party money managers and technology solutions.

William Boyd is a financial advisor at OSAIC with Series 63 and Series 66 licenses and 42 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been associated with The Sparta Group, Inc. for over 30 years. Boyd maintains an insurance license related to a formerly held annuity business but does not conduct new insurance activities. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs various asset-allocation tools and third-party managed-account solutions to construct portfolios across a range of investment types.

Eugene Casaleggio Jr. is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Sagepoint Financial, Inc. and The Sparta Group. He maintains a partner role with Sparta Financial Services, an LLC associated with banking activities for commission and office expense payments. OSAIC serves a broad client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs a range of asset-allocation tools and supports various account management options through a network of affiliated advisers.