Marc Bongiorno is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His career includes 17 years at Royal Alliance Associates, Inc., and over two decades with Asset & Financial Planning, Ltd. He also provides tax and accounting services through his ownership of Metropolitan Capital Tax & Wealth Management, where he focuses on tax reduction and insurance strategies to support financial planning. 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, utilizing asset-allocation tools, managed accounts, and third-party solutions to construct diversified portfolios.

Blake Carlin is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, UBS Financial Services, Murdock Banner Financial Group, and State Street Bank & Trust. Carlin serves on the advisory council for the Young Professionals of Quincy and is a board member of St. Dominic Catholic Elementary School. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance assessments to construct portfolios that include a range of investment products, with options for discretionary or non-discretionary management.

Barry Gessner is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include over two decades at Securities America Advisors, Inc. and its affiliates. Outside of his advisory work, he serves as President and majority shareholder of X-Pando Products Company, Inc., and is a volunteer committee member on the investment committee as well as a board director for Frankford Friends School, a private non-profit institution. OSAIC serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations through a network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and wrap programs.

Jeffrey Owens is a financial advisor with OSAIC in Clackamas, Oregon, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at Signator Investors, Inc. for 39 years and has been associated with John Hancock Mutual Life Insurance Company throughout his career. Owens is also president of two separate entities, The Business Planning Group and BPG Wealth Management, both investment-related. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm uses various portfolio construction tools and provides access to multiple third-party managers and platforms.

Douglas Mccowen is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. His prior roles include positions at Independent Financial Group, NPB Financial Group, Associated Securities Corp., and Associated Planners Investment Advisory Inc. He is also engaged in life and health insurance sales and service outside of his advisory role. Osaic Wealth, Inc. serves a diverse clientele including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across a wide range of securities and alternative investments.

Jonathan Brennan is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Fsc Securities Corporation and BJ's Wholesale. He is also active as an insurance agent, providing life and long-term care insurance services through Dominion Eagle Advisor Group. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage a variety of investment portfolios.

Matthew Manning is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and was previously with MML Investors Services Inc and MassMutual for 13 years. Outside of his advisory role, he is involved as an insurance agent and owns Teleios Financial LLC. OSAIC serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes for both discretionary and non-discretionary accounts.

Lei Wang is a financial advisor at OSAIC with 31 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors for 24 years. Outside of his advisory role, Wang is an author and operates an entity offering traditional fixed insurance, annuities, and long-term care insurance. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk-tolerance assessments, and access to third-party money managers.

Bryan Murray is a financial advisor at OSAIC with 11 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 10 years. Murray holds Series 63 and Series 65 credentials and also serves as an insurance agent offering disability, long-term care, fixed annuities, equity-indexed annuities, and traditional life insurance through a separate business. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, providing integrated brokerage, advisory services, and access to multiple third-party money managers and investment platforms.

Paul Miller is a financial advisor with Osaic Wealth, Inc. based in Centerville, Ohio. He holds a Series 63 designation and has 33 years of industry experience. His prior work includes roles at Royal Alliance Associates and Sterne Agee. Outside of his advisory work, he serves as a board member of the Tawasi Men's Lunch Group, which focuses on organizing speakers and activities. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing various asset allocation tools and third-party solutions to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Nicholas John is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and worked at Woodbury Financial Services for 19 years prior to joining OSAIC in 2024. Outside of his advisory role, he operates several sole proprietorships involved in insurance sales and services. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services with a range of investment solutions and utilizes asset-allocation tools and third-party managers to support portfolio construction and management.

Noel Bennett is a financial advisor at OSAIC with 39 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at OSAIC since 2015. Prior to that, he was affiliated with Cetera Advisors LLC and has operated his own financial services and insurance businesses. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, advisory services, and access to third-party money managers. The firm uses various asset-allocation tools and supports discretionary and non-discretionary account management with portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Brad Young is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 23 years. Outside of his advisory role, Young serves as an instructor teaching finance, economics, and markets at Mt. St. Mary’s University, and he is an elected member of the Frederick County Council. He is also a board member of the nonprofit organization I Believe In Me. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers. The firm offers integrated brokerage and investment advisory services, using various tools and third-party platforms to construct diversified portfolios tailored to client needs.

Jake Anderson is a CFP® with 10 years of industry experience, currently affiliated with OSAIC. He has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2015 and has prior experience with Financial Dimensions Group, Inc. In addition to his advisory role, he is a licensed insurance agent selling life, long-term care, and disability insurance to individuals and businesses. OSAIC serves a diverse client base including individuals, 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 tools such as asset-allocation models and automated rebalancing, and supports a variety of investment vehicles and third-party managed-account solutions.

Brian Zuschlag is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Inc. and Kms Financial Services, Inc. He is the owner of BAZ Holdings, LLC, an LLC used to run his business and manage payroll. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across multiple asset classes.

Peter Bryan is a financial advisor with Osaic Wealth, Inc. in Taylor, Texas, holding a Series 63 designation and bringing 43 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years before joining Osaic in 2025. In addition to his advisory role, he acts as an insurance agent offering accident and health insurance, disability, fixed annuities, and traditional life insurance. Osaic Wealth serves a broad client base including retail and institutional investors, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset allocation tools and supports discretionary and non-discretionary portfolio management, offering access to third-party money managers and wrap programs.

Ryan Marsh is a CFP® with nine years of industry experience, currently associated with Osaic Wealth, Inc. since 2024. He previously worked at Triad Advisors from 2014 to 2024. Marsh is also engaged in insurance sales, providing clients with insurance products to fit their needs. Osaic Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios across various investment types.

Christopher Casey is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Mutual/United Of Omaha for 18 years. In addition to his advisory role, he operates Casey Financial Services, LLC and serves as a health insurance referral partner through Clarity Financial. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using firm-supported asset allocation tools and multiple third-party managed account platforms.

Austin Mallery is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 designation and has prior experience at Secure Financial Corp, Ventura Oaks Ventures, and other firms. In addition to his advisory work, he owns and operates Very Good Financial and Tax Services LLC, which provides tax preparation and bookkeeping services. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a broad range of financial services through a large network of affiliated advisors and combines various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Edward Carlsen Jr. is a financial advisor with OSAIC and holds the Series 63 and Series 66 designations. He has 36 years of industry experience, including 14 years at Sagepoint Financial, Inc. and currently three years with OSAIC. He also operates a sole proprietorship providing insurance reviews when appropriate. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party money managers to construct diversified portfolios across various asset classes.