Kyle Marzec is a financial advisor with OSAIC holding a Series 66 designation and three years of industry experience. He previously worked at Lincoln Financial Advisors and CAPRE. Outside of his advisory role, he owns an apparel company operated through NU ASCENT, LLC. OSAIC serves a broad range of clients including individual investors, pension plans, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios using firm-provided asset-allocation tools and third-party managed account solutions.

Joseph Moore is a financial advisor at Osaic with 34 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked for Lincoln Financial Advisors Corporation for 33 years. In addition to his advisory role, he is an insurance agent offering life insurance, accident and health coverage, disability insurance, fixed and equity-indexed annuities, and health savings accounts. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with comprehensive portfolio management tools and access to a wide range of investment options.