Summerville, SC Office

David Pasciak is a financial advisor at OSAIC with 45 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. Prior to joining OSAIC in 2018, he worked for 37 years at Signator Investors, Inc. He is president of VantagePointe Financial Group, an LLC through which he advises a large clientele and offers insurance and investment products. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and managed account solutions, using asset-allocation tools and various investment vehicles to construct portfolios tailored to client needs.

Emily Faulkner is a financial advisor at OSAIC with five years of industry experience. She holds the Series 66 designation and has worked previously at Lincoln Financial Advisors Corporation, Heritage Wealth Management, LLC, Commonwealth Financial Network, and Securian Financial Services. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Stephanie Harvey is a financial advisor at Osaic Wealth, Inc. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Osaic in 2024, she worked at Woodbury Financial Services and Equitable Advisors/AxA Advisors. Outside of her advisory role, she is president of Cane Bay Financial Planning LLC and owns a sole proprietorship offering insurance products. Osaic Wealth serves a diverse client base, including individuals, high-net-worth investors, pension plans, and corporations, offering integrated brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment types and supports various third-party platforms and managed-account solutions.