Largo, FL Bryan Dairy Road Office

Jacob Shupe is a financial advisor at Osaic with a Series 66 designation and no prior industry experience. His work history includes roles at GFA Financial and TFNN, and he has served as a registered assistant in an investment-related LLC. Osaic Wealth, Inc. serves a diverse clientele including individual investors, institutions, and charitable organizations through a broad network of advisers and advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, investment advisory, and third-party managed account solutions.

Philip Quealy is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His prior roles include positions at LPL Financial, Waddell & Reed, and running his own entities, Quealy P.A. Inc. and Lazy 8 Enterprises LLC. He is also involved in a fixed insurance business that offers various non-variable insurance products and fixed annuities. OSAIC serves a broad range of retail and institutional clients, providing integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include stocks, bonds, options, and alternative investments, accommodating both discretionary and non-discretionary account management.