Mt. Pleasant, PA Office

Susan Svazs is a financial advisor at OSAIC with one year of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2024, with prior experience at Financial Solutions Group, Osaic Wealth, Schweitzer Engineering Labs, and the University of Idaho. Svazs is involved with Financial Solutions Group in a marketing and analysis role related to technology support and customer service. OSAIC serves retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs a range of investment tools and manages portfolios across various asset classes, accommodating discretionary and non-discretionary accounts with client-imposed restrictions.

Kenneth Kovalchuk is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2018. Prior to that, he was with Signator Investors, Inc. and has been self-employed in financial services since 1993, including serving as president of Financial Solutions Group. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and advisory platforms, employing various tools and third-party solutions to construct and manage portfolios across multiple asset classes.