Tampa, FL N. Westshore Blvd. Office

Ryan Coleman is a financial advisor at OSAIC in Tampa, FL, holding a Series 66 designation with two years of industry experience. His prior roles include working at Signature Financial Solutions LLC and positions in educational institutions such as Rollins College and Calvary Christian High School. OSAIC serves a diverse clientele including retail and institutional investors, providing integrated brokerage and investment advisory services. The firm utilizes a range of portfolio construction tools and offers access to multiple advisory platforms and third-party managers.

Jonathan Boslooper is a financial advisor with Osaic Wealth, Inc. based in Tampa, FL. He holds the ChFC® designation as well as Series 63 and Series 65 licenses, and has 43 years of industry experience. Prior to joining Osaic in 2023, he spent five years at Royal Alliance Associates, Inc. and 39 years at Signator Investors, Inc. Boslooper is involved in insurance brokerage and securities sales through his other business activities with Signature Financial Solutions LLC. 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 access to third-party money managers and wrap programs.

Beverley Bouchard is a financial advisor with Osaic, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018, and previously spent five years at Jhfn Sii. Bouchard serves as a Notary Public and manages firm services including marketing, compliance, supervision, and training through her role at Signature Financial Solutions, LLC. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations by offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs a range of investment tools and multiple platforms to construct portfolios that may include equities, fixed income, and alternative investments, with discretionary and non-discretionary management options.

Ruth Delaney is a CFP® and ChFC® professional with 38 years of experience in the financial services industry. She has been with OSAIC since 2018 and previously worked at Sii and Geneos Wealth Management, Inc. Delaney is also involved in marketing and branding through Concierge Financial Organization and is an author. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated advisory and brokerage services, employing asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.

Kevin Maltezo is a CFP®-certified financial advisor with 32 years of industry experience. He has worked at Osaic since 2018 and previously spent 25 years at Signator Investors, Inc. In addition to his advisory role, he serves as president of First Heritage Financial Services, LLC, which conducts securities, investment advisory, and insurance business. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation and portfolio management tools and supports multiple advisory platforms.

William Cummings is a financial advisor with Osaic Wealth, Inc. based in Tampa, FL, holding the PFS™ and Series 63 designations with 33 years of industry experience. Prior to joining Royal Alliance Associates, Inc. in 2018, he worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he is active as an improv actor and comedian, and serves as an Investment Committee member for the Tampa Museum of Art. OSAIC Wealth, Inc. serves a broad client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through multiple advisory platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include a range of securities, supporting both discretionary and non-discretionary accounts.

Misty McFarlane is a financial advisor at OSAIC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc. since 2018 and at Signator Investors Inc from 2008 to 2018. Additionally, she serves as President of Strategic Financial Partners, LLC, which markets securities, investment advisory, and insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage a variety of investment portfolios.

Michael Quick is a financial advisor with OSAIC who holds Series 65 and Series 66 designations and has 33 years of industry experience. He worked at Signator Investors, Inc. for 25 years before joining OSAIC in 2018. Additionally, he conducts investment and insurance business through Signature Financial Solutions, LLC. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors, providing integrated brokerage and advisory services. The firm utilizes various tools and platforms for portfolio construction and management, offering a wide range of investment options and third-party solutions.

Xavier Pujol is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2018, he worked for 26 years at Signator Investors, Inc. Pujol also serves as a registered representative and insurance broker for Signature Financial Solutions, where he acts as a presenter and facilitator. 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 integrated brokerage and advisory services utilizing various asset-allocation tools, risk assessments, and access to third-party money managers through multiple advisory platforms.

Robert Coleman is a Chartered Financial Consultant (ChFC®) with 32 years of experience in the financial services industry. He has worked at OSAIC since 2018 and held prior positions with Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 25 years. Coleman is president and CEO of Signature Financial Solutions, LLC, a company involved in sales and marketing activities. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio management options and uses firm-provided tools and third-party platforms to support investment decisions.

Kevin Cool is a financial advisor with OSAIC based in Tampa, FL, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Royal Alliance Associates, AIG Capital Services, American General Life Insurance, and TIAA-CREF. He is also involved as an insurance broker through Signature Financial Solutions, focusing on fixed insurance products and securities insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, corporate, and charitable clients through a broad network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services with a range of portfolio construction tools and access to multiple third-party solutions.

Raul Lopez Morales is a CFP® with 18 years of industry experience, currently serving as an advisor at OSAIC since 2018. Prior to this, he worked at Signator Investors Inc for 11 years. In addition to his advisory role, he provides tax advice and preparation as an enrolled agent through separate business activities. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement consulting, and managed account solutions through a large network of affiliated advisers and multiple platforms. The firm employs advanced asset-allocation tools and supports various investment options across discretionary and non-discretionary accounts.

Scott Russell is a CFP® professional with 32 years of industry experience, currently serving at OSAIC since 2023. He previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. Outside of his advisory role, Russell volunteers as a lead mentor for The Mayfly Project, a nonprofit that mentors foster children through fly fishing, and he serves as Assistant Governor for Rotary District 6950. OSAIC serves a diverse client base that includes individual, high-net-worth, institutional, and charitable clients through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, using asset-allocation tools and third-party managers to construct client portfolios across various asset classes.