Kyle Marzec is a Series 66-credentialed advisor at Osaic with three years of industry experience. He previously worked with Lincoln Financial Advisors and CAPRE, and owns an apparel company operated through NU Ascent, LLC. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supported by advanced risk and rebalancing tools, and is notable for its scale, consolidation activity, and complex affiliate network.

Joseph Moore is a financial advisor at Osaic with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Osaic in 2025, he spent 33 years with Lincoln Financial Advisors Corporation. Outside of his advisory role, Moore operates an insurance brokerage business offering life insurance, accident and health coverage, disability insurance, annuities, and health savings accounts. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple program options delivered through an extensive affiliate network.