St. Petersburg, FL Office

Chad Cornell is a Certified Financial Planner® affiliated with OSAIC, bringing 28 years of industry experience. His prior roles include nearly two decades at Investacorp Advisory Services and four years with Securities America Advisors. Outside of his advisory work, he serves as president of Frank Cornell Associates, Inc., a firm providing payroll, bookkeeping, and tax services. OSAIC serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a wide range of brokerage and advisory services supported by advanced portfolio construction tools and access to multiple third-party investment platforms.

Rachel Sears is a financial advisor with OSAIC in St. Petersburg, FL, holding a Series 66 designation and seven years of industry experience. She previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and KPMG LLP. In addition to her advisory role, Sears is a business owner and registered representative of Sears Group, Inc., where she services clients, and she also works as an insurance agent focusing on life insurance, long-term care, and annuities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services and uses various tools and third-party platforms to construct and manage portfolios that include a broad range of asset classes.

William Morrison is a Series 66 licensed financial advisor with 27 years of industry experience. He has worked at Osaic Wealth, Inc. since 2021, following roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. He is involved in succession planning through a sole proprietorship and holds responsibilities in compliance and administrative functions with affiliated financial entities. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a broad set of investment solutions, utilizing asset-allocation tools and third-party platforms to customize and manage portfolios.

Harvey Goldberg is a financial advisor at OSAIC with 40 years of industry experience. He holds the Series 63 designation and has worked at Lincoln Financial Securities Corporation and Century Financial Services. Goldberg is also an insurance agent offering various insurance products, including accident, health, disability, fixed insurance, and life insurance. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage a range of investment portfolios.

Elizabeth Salmon Osbon is a Series 65-licensed financial advisor with 24 years of industry experience. She is currently affiliated with OSAIC and has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. In addition to her advisory role, she serves as a poll worker for the Pinellas County Supervisor of Elections. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients, providing a range of services such as brokerage, investment advisory, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and portfolio construction methods, offering both discretionary and non-discretionary account management.

April Anne Orsi is a financial advisor at OSAIC with 19 years of industry experience and holds a Series 66 designation. Her prior roles include positions at FSC Securities Corporation and Raymond James Financial Services. Outside of her advisory work, she owns Precious and Vintage, an online business that sells vintage collectibles. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services with a focus on portfolio construction using asset-allocation tools and supports both discretionary and non-discretionary account management.