Sewickley, PA Georgetowne Drive Office

John Kovel is a CFP® with 29 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. Prior to joining OSAIC, he worked for Lincoln Financial Advisors Corporation for 26 years. OSAIC serves a broad range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, employing asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Kevin Tatar is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at Lincoln Financial Advisors for 22 years before joining Osaic in 2025. Outside of his advisory role, he is also licensed as an insurance agent, offering and servicing fixed insurance products such as fixed and indexed annuities, SPIAs, long-term care, and traditional life insurance. Osaic Wealth serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios, with options for discretionary or non-discretionary management and reasonable client-imposed restrictions.

Kelly Kennedy is a financial advisor at OSAIC with 15 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 15 years. Outside of advising, she co-authored a book titled "Mastering Your Financial Success" and hosts an after-school running program at her child's school. OSAIC serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management, with access to multiple advisory platforms and third-party managers.

Drew Linarelli is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Financial Advisors and Raymond James Financial Services. Outside of advising, he operates a business offering insurance products, including accident, health, disability, and life insurance. OSAIC Wealth, Inc. serves a diverse clientele including individual, high-net-worth, and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party partnerships to construct and manage portfolios across a wide range of asset classes.

Jonathon Wilson is a financial advisor at Osaic Wealth, Inc. based in Sewickley, PA. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at Kent State University and the University of Pittsburgh. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing across a broad range of investment options.

John Daley is a financial advisor at Osaic with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Osaic in 2025, he spent 27 years at Lincoln Financial Advisors Corporation. He is also licensed as an insurance agent, selling traditional life, accident, health, and disability insurance, fixed and indexed annuities, and life settlements. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment solutions, utilizing firm-provided tools and multiple third-party platforms.

Michaele Mcnelis is a financial advisor at Osaic with 24 years of industry experience. She previously worked for Lincoln Financial Advisors for 23 years before joining Osaic in 2025. Mcnelis holds Series 63 and Series 65 licenses. Outside of advisory work, she co-manages a real estate partnership and serves as a trustee for a family trust that receives royalty income from oil and gas leases. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to provide a range of investment solutions.

Ralph Linarelli Jr. is a financial advisor at Osaic with 36 years of industry experience. He holds the CFP® and ChFC® designations along with a Series 63 license. Before joining Osaic in 2025, he worked for Lincoln Financial Advisors Corporation for 27 years. He is also involved in insurance sales through FamilyWealth Management Group, LLC, focusing on fixed life and disability insurance, fixed and indexed annuities, and life settlements. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs numerous asset-allocation tools and supports both discretionary and non-discretionary portfolio management, combining multiple advisory platforms and third-party investment solutions.