Canonsburg, PA Southpointe Boulevard Office

Ashley Bennett is a financial advisor at OSAIC with 10 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Lincoln Financial Advisors Corporation, Bon-Ton, Ameritas Investment Corp, and Western PA Financial Center. Outside of her advisory role, she is a commissioned notary public. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, recent consolidation activity, and complex affiliate network.

Kevin Testa is a CFP® professional with 29 years of experience in the financial services industry. He joined OSAIC in 2025 after 25 years at Lincoln Financial Advisors Corp. He also works as an insurance agent offering disability insurance, fixed and indexed annuities, life settlements, long-term care insurance, premium financing, and traditional life insurance. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services through a multi-advisor platform, using model-based asset allocation and portfolio optimization supported by various tools and third-party managers.

Mark Perilman is a CFP® and ChFC® with 33 years of industry experience. He has worked at Lincoln Financial Advisors Corporation for 32 years before joining OSAIC in 2025. Outside of his advisory role, he serves as Board Member and Treasurer for the Robert M. Rodrigues Fund through the Pittsburgh Foundation. 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 a model-based investment process incorporating asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party money manager platforms.

Paul Yuna is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Lincoln Financial Advisors Corporation for 27 years. In addition to his advisory role, he operates Mosaic Consulting, where he sells fixed annuities and various types of insurance, including life, disability, and long-term health care insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and multiple investment management strategies across a complex affiliate platform.

Michael Watson is a financial advisor at Osaic with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Advisors, Citizens Securities, PNC Wealth Management, and Equitable Advisors. Outside of his advisory role, he serves as a document coordinator for a youth basketball nonprofit organization. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of managed account programs and retirement plan consulting.

Timothy Matthew is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He previously worked at Lincoln Financial Advisors Corp. for 24 years before joining OSAIC in 2025. Outside of his advisory role, he is involved in insurance activities offering fixed annuities, life, health, and long-term care insurance, and manages a business entity for expense management. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan participants, charities, and corporate clients, providing a range of brokerage and advisory services. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization, supported by multiple proprietary and third-party tools and strategies.