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Jo Anne M

Series 66

Englewood, FL

OSAIC

Jo Anne Marino is a financial advisor at OSAIC with 18 years of industry experience and holds the Series 66 designation. Her career includes roles at Hinck Private Wealth Management, Commonwealth Financial Network, Wells Fargo Advisors, and Wells Fargo Clearing. 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 process emphasizes model-based asset allocation, portfolio optimization, and offers a variety of managed account strategies and third-party manager programs.

Annuities Private / alternative investments
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John H

Series 63

Englewood, FL

OSAIC

John Hinck is a Series 63–licensed financial advisor with 46 years of industry experience. He is currently with OSAIC and has previously worked at Commonwealth Financial Network, Wells Fargo Advisors, Wells Fargo Clearing, and A.G. Edwards & Sons. Hinck also operates Hinck Private Wealth Management. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory programs, utilizing a model-based investment process with portfolio optimization and multiple management strategies delivered through an extensive affiliate network.

Annuities Private / alternative investments
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Thomas H

CFP®, Series 63

Englewood, FL

OSAIC

Thomas Hinck is a financial advisor with Osaic Wealth Inc. in Englewood, Florida, holding the CFP® designation and Series 63 license. He has 34 years of industry experience, including prior roles at Hinck Private Wealth Management, Commonwealth Financial Network, and Wells Fargo Advisors. He serves as a board member of the Lemon Bay High School Athletic Association, a local nonprofit focused on fundraising for high school sports programs. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering both brokerage and advisory services that include financial planning, advisor-managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process emphasizing asset allocation and portfolio optimization with access to various discretionary and third-party management options.

Annuities Private / alternative investments
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Dawnna W

Series 66

Englewood, FL

OSAIC

Dawnna Wilson is a Series 66-registered financial advisor with OSAIC, based in Englewood, FL, and has 12 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Raymond James & Associates, Wells Fargo Clearing, and Morgan Stanley Smith Barney. Outside of her advisory work, she is also active as a residential real estate sales agent in North Port, FL. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform, focusing on model-based asset allocation and portfolio optimization supported by various analytical tools and a range of investment management options.

Annuities Private / alternative investments
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James H

CFP®, Series 63

Englewood, FL

OSAIC

James Hinck is a Certified Financial Planner® with 30 years of industry experience and is currently affiliated with Osaic. He has held positions at Hinck Private Wealth Management, Commonwealth Financial Network, Wells Fargo Advisors, Wells Fargo Clearing, and A.G. Edwards & Sons. He serves as a board member for the Englewood Community Redevelopment Agency and the Charlotte Harbor Sunset Rotary Board. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization combined with discretionary and third-party investment strategies, and is notable for its scale, complex affiliate network, and private-equity ownership.

Annuities Private / alternative investments
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