Ft. Myers, FL Office

Adam Schwartz is a CFP® professional with 32 years of industry experience, currently serving as an advisor at OSAIC in Ft Myers, FL. He has previously worked at MGFS Private Wealth, GCD Advisors, Woodbury Financial Services, AssetMark Brokerage, and Centurion Capital Group. In addition to his advisory work, he is an author and operates several consulting and advisory businesses. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, institutions, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers.

Kenneth Harasym Sr. is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including American Portfolios Financial Services, Inc. and Economic Property and Casualty Agency Inc. Harasym also has a sole proprietorship through which he receives renewal commissions from Aflac products sold over eight years ago. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk assessments, automated rebalancing, and supports both discretionary and non-discretionary account management.

Michael Mulhern is a financial advisor at OSAIC with 25 years of industry experience. He previously worked for Lincoln Financial Advisors for 24 years before joining OSAIC in 2025. Mulhern holds a Series 63 designation. Outside of his advisory role, he operates TOTAL RETIREMENT SOLUTIONS LLC, where he sells fixed life, health, accident, and disability insurance products. OSAIC serves a broad range of retail and institutional clients through a large affiliate network and multiple advisory platforms, offering integrated brokerage and investment advisory services along with access to third-party money managers and unified managed accounts.

Nicole Pruet is a financial advisor with OSAIC in Fort Meyers, FL. She holds a Series 66 designation and has two years of industry experience. Prior to joining OSAIC, she worked at American Portfolios Financial Services Inc. and has a background in education with Baltimore County Public Schools. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk management techniques, and offers access to multiple investment platforms and third-party managers.

John Towers is a financial advisor with Osaic who holds Series 63 and Series 65 credentials and has 41 years of industry experience. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors for 23 years. He also engages in insurance activities, offering various types of health and life insurance products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and access to third-party managers to construct portfolios across a broad spectrum of investment options.

William Foulk III is a financial advisor with Osaic Wealth, Inc. in Ft. Myers, FL, holding a Series 63 designation and bringing 30 years of industry experience. Prior to joining Osaic in 2025, he worked for Lincoln Financial Securities Corporation for 17 years. Outside of advising, he is also licensed as an insurance agent offering various health and life insurance products. Osaic serves a wide range of clients, including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools, risk assessments, and third-party managers to deliver diversified investment solutions.

Douglas Gallwas is a financial advisor at Osaic with 38 years of industry experience. He previously worked at Woodbury Financial Services Inc. for 23 years before joining Osaic in 2024. Outside of his advisory role, Gallwas is involved in managing a European Wax Center franchise through Vittoria Management, LLC. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm uses various tools and multiple advisory platforms to construct diversified portfolios tailored to client risk tolerance and investment restrictions.

William Love is a financial advisor with OSAIC based in Fort Myers, FL. He holds Series 63 and Series 66 credentials and has 38 years of industry experience. Prior to joining OSAIC in 2023, he spent 25 years at FSC Securities Corporation. Outside of his advisory role, he owns and operates an Airbnb rental property. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated financial advisers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios, supporting both discretionary and non-discretionary accounts with access to third-party money managers and unified managed accounts.

Brock Eckman is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services and GT Financial Advisors. Eckman serves as operations manager at GT Financial Advisors, focusing on client service and administrative support. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, and corporations, offering integrated brokerage and advisory services. The firm employs firm-provided asset-allocation tools and supports a wide range of investment products and third-party managed account solutions.

Craig Wiklund is a financial advisor with OSAIC in Fort Myers, FL, holding Series 63 and Series 65 designations and 39 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 13 years before joining OSAIC in 2024. Outside of his advisory role, he is a partner in Wiklund & Bond Financial Position, a corporation consulting on and selling health insurance and voluntary employee benefits. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary management with a broad investment universe.

Jessica Greenig is a financial advisor at OSAIC with 16 years of industry experience. She holds Series 65 and Series 63 designations and has worked at GT Financial Advisors and Woodbury Financial Services, Inc. prior to her current role. Greenig is also an insurance producer, selling life and traditional insurance products and fixed annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build diversified portfolios, managing accounts on both discretionary and non-discretionary bases.

Neil Daley is a financial advisor at OSAIC with 39 years of industry experience and holds a Series 63 designation. He previously worked at Securities America Advisors from 2016 to 2024. Outside of his advisory role, he is involved in real estate sales and brokerage as an agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to construct portfolios across various asset classes.