Naples, FL Vanderbilt Beach Road Office

Nicholas Amatulle is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 credential and has prior experience at Guardian Life Insurance Company and Park Avenue Securities. He was also involved in Pint and Pistols LLC in 2023. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, providing both discretionary and non-discretionary management options.

Stefan Andrews is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and First Command Advisory Services. Outside of his advisory role, he owns an automotive service business and works as a business coach for owners facing organizational challenges. OSAIC serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing various portfolio construction tools and multiple third-party partnerships to manage assets across a broad range of investment types.

Charles Wolfe Jr. is a financial advisor with OSAIC in Naples, FL, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and First Command Financial Services, among others. Outside of his advisory work, Wolfe is involved in executive coaching for business owners and operates a sole proprietorship focused on comprehensive financial planning for families. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and diversified portfolios managed on discretionary or non-discretionary bases.

Elliott Ellis is a CFP® professional with three years of industry experience, currently affiliated with Osaic. His prior work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Ameriprise. He participates in the Financial Planning Association SWFL Chapter NexGen Development program, engaging with early-career financial planners and students. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.