Jeffrey Dzwonkowski is a financial advisor at Osaic with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Sagepoint Financial, Pinnacle Investments, and Prudential Insurance. In addition to his advisory role, he is involved in insurance sales through a sole proprietorship and provides investment management services via an LLC. Osaic Wealth, Inc. serves a diverse range of clients, including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services across multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios combining various asset types, delivered through discretionary or non-discretionary accounts.

Russell Stout is a financial advisor at Osaic Wealth, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Sagepoint Financial, Inc. and M&T Securities. Outside of advisory work, he is involved with Excelsior Wealth Partners, an LLC through which he provides investment-related services. Osaic Wealth serves a diverse range of clients, including individuals, institutions, pension plans, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios that include a wide array of investment options.