Worthington, OH West Wilson Bridge Road Office

Phillip Garey is a financial advisor with OSAIC, holding a Series 66 designation and bringing 15 years of industry experience. His prior roles include positions at FSC Securities Corporation, The Bishoff Financial Group, Cambridge Investment Research Advisors, and LPL Financial. Outside of advisory work, he is the owner of Garey Financial Group LLC, where he operates as an independent insurance agent. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and third-party management platforms to construct customized portfolios across various investment vehicles.

Eric Shearer is a CFP® professional with 23 years of experience in the financial industry. He is currently with OSAIC and has held roles at Vorisek Financial Corporation since 2007, where he serves as Vice President and Director of Financial Planning. His background includes financial planning and capital needs analysis related to life insurance. OSAIC serves a diverse client base including individual and institutional investors, offering a range of services such as financial planning, retirement consulting, and access to multiple advisory platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Christopher Wilkin is a CFP® professional with 14 years of industry experience, currently serving at Osaic since 2023. He also holds the position of Director of Financial Planning at Vorisek Financial Corporation. Wilkin is a board member of Help I Need Transportation, a nonprofit that provides cars and car repairs to those in need in the Central Ohio area. OSAIC serves a diverse client base, including individual investors, corporations, and charitable organizations, through a broad network of advisers offering brokerage, investment advisory, and financial planning services. The firm employs asset-allocation tools and portfolio management strategies incorporating a range of investment options to meet client goals.

Phillip Lovegrove is a CFP® professional with 22 years of industry experience, currently serving at OSAIC since 2023. He previously worked at Fsc Securities Corp from 2016 to 2023. In addition to his advisory role, he is president of Planner Two LLC, which manages operational duties such as payroll and office leasing. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a network of affiliated advisers. The firm offers a range of investment advisory services and utilizes various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Thomas Vorisek is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and previously worked at FSC Securities Corp for 18 years before joining OSAIC in 2023. Outside of his advisory role, he serves as a member of the Ohio Wildlife Council, a state board involved in wildlife policy and rulemaking. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, options, and alternative investments.