Trinity, FL Little Road Office

Scott Papes is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at OSAIC since 2024, following previous roles at Securities America Advisors, Inc. and Investacorp Advisory Services, Inc. He serves on the East Lake Recreation Advisory Board and the East Lake Youth Sports Association, advising on the operation and finances of local youth sports facilities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a broad network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Chase Walker is a financial advisor at Osaic with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked for firms including Securities America Advisors and Janus Henderson. Outside of his advisory role, he oversees an academic scholarship program that awards financial aid to selected students. Osaic Wealth serves a diverse client base comprising individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers. The firm provides integrated brokerage and investment advisory services employing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Charles Walker is a CFP® professional with 42 years of experience in financial advising. He is currently with OSAIC since 2024 and previously worked at Investacorp Advisory Services, Inc. and Securities America, Inc. In addition to his role at OSAIC, Walker owns and operates multiple advisory and financial services firms, including Cornerstone Wealth Management and Cornerstone Wealth Advisors, and is involved in managing a scholarship program through Cornerstone Wealth Advisors. OSAIC Wealth, Inc. serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services, retirement consulting, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management across various investment vehicles.

Michael Quattrochi is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates and Securities America Advisors. Quattrochi serves as a community advisory council member for HCA Florida Trinity Hospital and is involved in managing multiple financial planning and wealth advisory enterprises, including a scholarship program for higher education. OSAIC serves retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.