David Dormady is a Certified Financial Planner® (CFP®) with 38 years of industry experience. He is currently with Osaic Wealth, where he has worked since 2023, and previously held roles at Sagepoint Financial, Inc. and Osaic Services, Inc. Dormady is also a member of Dormady Financial LLC, an investment-related business. Osaic Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Joyce Dormady is a CFP® professional with 48 years of industry experience, currently serving at Osaic Wealth since 2023. She previously worked at SagePoint Financial, Inc. for 14 years and Osaic Services, Inc. for 16 years. Dormady also operates Dormady Financial LLC, which handles her tax-related matters. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by technology and multiple management options.