Barry Ozer is a financial advisor with OSAIC in Charlotte, NC, holding a Series 66 designation and 16 years of industry experience. He previously worked at FSC Securities Corp for eight years before joining OSAIC in 2023. Outside of advising, Ozer serves as a board member for the 3T Foundation, a nonprofit focused on educational enrichment and mentorship for youth in Charlotte, and is a managing partner at Magnolia Capital Partners, providing financial planning and investment services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory, and financial planning services. The firm employs asset-allocation tools and multiple third-party solutions to construct diversified portfolios and supports legacy platform transitions and advisor recruitment programs.

Anthony Urban is a financial advisor at Osaic Wealth, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and was previously with Fsc Securities Corp for eight years. Outside of his advisory work, Urban is an executive partner at Magnolia Capital Partners and is also involved in selling baseball cards with his son. Osaic Wealth serves a diverse mix of retail and institutional clients through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated financial services and uses proprietary tools and third-party solutions to construct portfolios across a wide range of investment types.