Mary Vannoni is a financial advisor at Osaic Wealth with 38 years of industry experience. She holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Osaic in 2023, she spent 14 years at Sagepoint Financial, Inc. In addition to her advisory work, she operates a sole proprietorship preparing individual tax returns. Osaic Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services, utilizing a model-based investment process that incorporates asset allocation, portfolio optimization, and a variety of managed account programs.

Robert Killworth is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Sage Point Financial since 2009. Killworth is also an insurance agent and operates Killworth Family PLLC, where he provides advice on investments and insurance products. OSAIC is a large multi-advisor platform serving retail and institutional clients, offering a range of brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach relies on model-based asset allocation, portfolio optimization, and a variety of third-party and proprietary strategies.