Summerville, SC Office

David Pasciak is a ChFC® credentialed financial advisor with 45 years of industry experience. He has worked at OSAIC since 2018 and previously spent 37 years at Signator Investors, Inc. He is also president of Vantagepointe Financial Group, a role in which he manages advisors and serves a large clientele across insurance and investment products. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a model-based investment process emphasizing asset allocation and portfolio optimization, supporting both advisory and brokerage services.

Emily Faulkner is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation, Heritage Wealth Management, and Commonwealth Financial Network, among other firms. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with tools for portfolio optimization, offering both brokerage and advisory services through a multi-advisor platform.

Stephanie Harvey is a financial advisor at OSAIC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Equitable Advisors. Harvey is also president of Cane Bay Financial Planning LLC and offers insurance products as a sole proprietor. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that provides brokerage and advisory services. The firm’s investment process relies on model-based asset allocation and portfolio optimization, supported by various tools and discretionary management options.