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Kornelia F

Series 63, Series 66

Collingswood, NJ

OSAIC

Kornelia Forvour is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She previously worked for Lincoln Financial Advisors for 13 years before joining OSAIC. Outside of her advisory role, she is employed by Integrity 5 LLC, where she supports two Registered Representatives and handles operational and administrative duties. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing in portfolio construction.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Marc N

ChFC®, Series 63

Collingswood, NJ

OSAIC

Marc Neumann is a financial advisor at OSAIC with 32 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 27 years. Outside of advising, he is a notary public and co-owner of investment-related business ventures including Integrity 5 LLC. OSAIC Wealth, Inc. serves a diverse client base ranging from individual and high-net-worth investors to pension plans and charitable organizations. The firm offers integrated brokerage and advisory services supported by proprietary asset-allocation tools and access to third-party money managers and investment platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael B

Series 63

Collingswood, NJ

OSAIC

Michael Byrne is a financial advisor with OSAIC, holding a Series 63 designation and bringing 39 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. Outside of advising, he is an insurance agent offering traditional life insurance and annuity products. OSAIC serves a diverse client base, including individual and institutional investors, providing integrated brokerage, investment advisory, and retirement plan consulting services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may contain stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John M

Series 63

Collingswood, NJ

OSAIC

John Mccaughan is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Financial Advisors Corporation and Lincoln National Life Insurance Company, with a combined tenure of over 27 years. Outside of his advisory role, he is also licensed as an insurance agent offering disability insurance, fixed annuities, equity-indexed annuities, and traditional life insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael M

CFP®, Series 66, Series 63

Collingswood, NJ

OSAIC

Michael Miller is a CFP®-designated financial advisor at OSAIC with 15 years of industry experience. He previously worked for Lincoln Financial Advisors for 10 years before joining OSAIC in 2025. Outside of his advisory role, he is employed at Integrity 5 LLC, supporting registered representatives by managing operations and administrative tasks. OSAIC serves a diverse client base ranging from individual investors to institutional and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs a range of asset-allocation and portfolio management tools and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kevin B

Series 66

Collingswood, NJ

OSAIC

Kevin Byrne is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for three years. Byrne served seven years in the United States Navy. He is also an owner of Integrity 5 LLC, an entity established to manage business expenses related to his financial planning practice. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Alex N

Series 66

Collingswood, NJ

OSAIC

Alex Neumann is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors, Inc. and Lincoln Financial Securities, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and platforms to construct and manage portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Gabrielle G

Series 66

Collingswood, NJ

OSAIC

Gabrielle Giannopoulos is a financial advisor at OSAIC with six years of industry experience. She holds the Series 66 designation and has prior work history at Lincoln Financial Advisors and Morgan Stanley. Outside of her advisory role, she supports registered representatives in administrative and trading functions through her involvement with INTEGRITY 5 LLC. OSAIC serves a diverse client base that includes individual, high-net-worth, institutional, and nonprofit clients, offering integrated brokerage, advisory, and financial planning services. The firm utilizes a range of asset-allocation tools and third-party platforms to construct and manage diversified portfolios across multiple investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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