Pittsburgh, PA Mansfield Avenue Office

Scott Purcell is a ChFC®-designated financial advisor with 32 years of industry experience. He currently works at Osaic Wealth, Inc. and previously spent nine years with Kestra Advisory and Kestra Investment Services, LLC. Outside of his advisory role, Purcell serves on the boards of the Avonworth Hockey Club and the Estate Planning Council of Pittsburgh. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, using firm-provided tools and risk assessments to construct diversified portfolios.

Katharine Perry is a CFP® professional with 12 years of industry experience, currently serving as an advisor at OSAIC Wealth Inc. Her previous roles include positions at Kestra Investment Services LLC, Kestra Advisory Services LLC, Cookson Peirce Wealth Management, and Fort Pitt Capital Group. She is a board member of Junior Achievement of Western PA, where she participates in promoting financial literacy in local schools. OSAIC Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of portfolio management tools and third-party solutions across multiple asset classes.

Daniel Gray is a financial advisor at Osaic Wealth Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Hornor Townsend & Kent, Penn Mutual Life Insurance Company, Money Concepts Capital Corp, and Bombardier. In addition to his advisory role, Gray operates a tax analysis and preparation business as a sole proprietor. Osaic Wealth Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party managers and alternative investments.

Emma Sarnese is a CFP® professional with eight years of industry experience, currently with Osaic Wealth Inc. She has held positions at Hornor Townsend & Kent LLC, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. Additionally, she serves as Director of Investment Services for Axias Wealth Advisors. Osaic Wealth Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services along with access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios tailored to client preferences.

Christopher Pfanstiel is a financial advisor at OSAIC Wealth Inc with 17 years of industry experience. He holds the CFP® and ChFC® designations, and has worked previously at Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, and Northwestern Mutual. Pfanstiel is the founder of Axias Wealth Advisors, an insurance and wealth advisory business, and also consults on student loan strategies. OSAIC Wealth Inc serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing proprietary tools and third-party platforms to manage portfolios with various asset classes on both discretionary and non-discretionary bases.