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Ethan H
Series 63
Chester, NJ
OSAIC
Ethan Hundley is a Series 63 registered advisor with 28 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Ic Advisory Services Inc and The Investment Center Inc, and has operated his own firms, Hundley Advisors LLC and Hundley Burn LLC, which provide tax planning and business accounting services. Hundley is involved in nonprofit activities as treasurer of the New Jersey chapter of the National Association of Tax Professionals and serves as president of the Small Business Wellness Foundation, a nonprofit supporting small business education and resources. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and rebalancing, with a platform notable for its scale, complex affiliate network, and private-equity ownership.
Mark H
Series 63, Series 65
Chester, NJ
OSAIC
Mark Harwanko is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Ameriprise, Janney Montgomery Scott, and Ic Advisory Services. He is also president of Black River Financial, LLC, where he advises clients on insurance and annuities. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services across diverse programs including comprehensive financial planning and Unified Managed Accounts. The firm’s investment process relies on model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.
Jon M
Series 63, Series 66
Chester, NJ
OSAIC
Jon Mcaleney is a financial advisor at Osaic Wealth with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise, Janney Montgomery Scott, and IC Advisory Services. Outside of his advisory work, he owns a networking group focused on exchanging business ideas. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm supports multiple account types and investment strategies through its broad platform and affiliate network.
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