James Vincent Greco is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors Corporation and AXA Advisors, LLC. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios with a range of investment options.

Marissa Greco is a financial advisor with Osaic Wealth, Inc. in Branchburg, NJ, holding a Series 66 designation and having 10 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for 10 years. Outside of her advisory role, she is involved in retail operations as an operations buyer and has authored a financial education book titled "Bottom Up Wealth." She also provides consulting services related to divorce financial analysis and marketing strategy. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk assessments, and portfolio management strategies that incorporate various investment types and third-party solutions.

Rosario Greco is a CFP® designated financial advisor with 39 years of industry experience. He has been with OSAIC since 2025 and previously worked at Lincoln Financial Advisors Corp. for 22 years. He also maintains an agent position with Greco Nader and Associates, where he sells life insurance, fixed annuities, and long-term care products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct portfolios tailored to client needs.

David Nader is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Osaic since 2025. Prior to joining Osaic, he worked for Lincoln Financial Advisors Corp. for 22 years. Outside of his advisory work, he co-owns ASDN Ent., LLC, which provides marketing and brand-building services to martial arts athletes. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors and advisory platforms. The firm employs a range of asset-allocation tools and portfolio management strategies, offering integrated brokerage and advisory services supported by various third-party platforms.

Michael Natale is a financial advisor with OSAIC Wealth, Inc. in Branchburg, NJ, holding a Series 66 designation and 22 years of industry experience. His career includes nine years at Wells Fargo Clearing and two years at Wells Fargo Advisors, LLC before joining OSAIC in 2025. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing firm-provided tools and third-party solutions to construct diversified portfolios.