Pittsburgh, PA Mansfield Avenue Office

Scott Purcell is a financial advisor with Osaic Wealth Inc., holding the ChFC® and Series 63 designations and possessing 32 years of industry experience. He previously worked at Kestra Advisory and Kestra Investment Services, LLC for nine years. Outside of his advisory role, Purcell serves as a board member of the Avonworth Ice Hockey Club and the Estate Planning Council of Pittsburgh. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services featuring model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Katharine Perry is a CFP® and holds a Series 66 license with 12 years of industry experience. She is currently with Osaic Wealth Inc and has previously worked at firms including Morgan Stanley, Fort Pitt Capital Group, and Kestra Advisory Services. Perry serves on the board of Junior Achievement of Western PA, where she participates in promoting financial literacy in local schools. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

Daniel Gray is a financial advisor with OSAIC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, Money Concepts Capital Corp, and Bombardier. Outside of advisory services, he also provides tax analysis and preparation as a sole proprietor. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with various portfolio management options and is notable for its large scale, extensive affiliate network, and recent consolidation activities.

Emma Sarnese is a CFP® professional with eight years of experience in the financial services industry. She currently works at Osaic Wealth Inc and previously held roles at Hornor Townsend & Kent LLC, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. She also served in a non-investment capacity at South Hills Community Baptist Church for ten years. Osaic Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a wide array of investment and planning programs.

Christopher Pfanstiel is a financial advisor with Osaic Wealth Inc, holding the CFP®, ChFC®, and Series 66 designations and has 17 years of industry experience. He has previously worked with Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, and Northwestern Mutual in various wealth management and investment roles. Outside of his advisory work, he is the founder of Axias Wealth Advisors, an LLC providing insurance recommendations during financial planning, and participates in financial industry focus groups. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a large multi-advisor platform offering brokerage and advisory services. Its investment approach emphasizes model-based asset allocation and portfolio optimization with various managed strategies and third-party programs.