Marietta, GA Office

Christian Bratton is a CFP® certificant with six years of industry experience, currently serving as an advisor at OSAIC since 2023. Prior to joining OSAIC, he held roles at FSC Securities / The Legacy One Group and worked at Wellstar Cobb Hospital for seven years. Outside of advising, Bratton is involved as an insurance agent licensed to sell life, disability, and health insurance, and he holds supervisory responsibilities through Singletrack Financial LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization, supported by a range of investment programs and third-party manager options.

Steven Rothschild is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently associated with Osaic Wealth and has previously worked at Securities America and operated his own firm, Rothschild and Associates, where he also provided accounting and tax preparation services as a CPA. Osaic Wealth serves a wide range of clients, including retail and institutional investors, with services spanning financial planning, advisor-managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and access to alternative investments through multiple custodial and affiliate platforms.

Joy Gorney is a financial advisor at Osaic with 27 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Osaic in 2023, she worked at Fsc Securities Corporation for 18 years. She is a member of the Georgia Association for Women Lawyers and assists her husband with managing rental property income and expenses. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and offers both discretionary and advisor-managed strategies.

Scott Harwell is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Securities America Advisors, Inc., Private Asset Management LLC, and Brookstreet Securities Corporation. Outside of his advisory work, he serves as Treasurer for The Harwell Family Foundation Inc. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm provides brokerage and advisory services through a multi-advisor platform emphasizing model-based asset allocation, portfolio optimization, and access to both proprietary and third-party investment strategies.

Alan Evans is a financial advisor at Osaic with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Securities America Advisors and Principal Financial. Additionally, he is an insurance agent with Sterling Wealth Management, focusing on disability renewals. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach that includes asset allocation and portfolio optimization, offering a range of advisory and brokerage services through multiple affiliated entities.

Robert Mcafee is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Fsc Securities Corp for 12 years and Morgan Stanley for one year. Outside of his advisory role, he serves as CFO of McAfee Enterprises Inc., a non-investment business. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services using a multi-advisor platform, with an investment process focused on model-based asset allocation and portfolio optimization.

William Howard is a financial advisor with Osaic Wealth in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at FSC Securities Corporation, Wells Fargo Advisors, Merrill, Banc of America Investment Services, and A. G. Edwards & Sons. He is also an insurance agent and owner of Howard Private Wealth Management, LLC, which he administers. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with portfolio optimization tools and supports discretionary and third-party managed strategies.

Evan Robinson is a financial advisor at OSAIC in Marietta, GA, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior roles include positions at Fsc Securities Corp, Stratos Wealth Partners, and Hornor, Townsend & Kent, LLC. Outside of his advisory work, he is also licensed as a life insurance agent. 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 asset allocation approach with support for discretionary management, third-party managers, and alternative investments, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Jonathan Robson is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Fsc Securities Corp, Stratos Wealth Partners, Ltd, and Hornor, Townsend & Kent, LLC. Outside of advisory work, he acts as a trustee for a family trust and manages an investment-related LLC. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering both brokerage and advisory services. The firm employs a model-based investment approach emphasizing portfolio optimization and provides a variety of programs such as financial planning, managed portfolios, and retirement consulting.