Nick Cozzone is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously spent 18 years with Woodbury Financial Services. Cozzone also owns Kane County Capital Advisors, a sole proprietorship that operates under a separate brand. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with various portfolio management tools and third-party solutions.

Stephanie Cozzone is a financial advisor at OSAIC with six years of industry experience. She previously worked at Woodbury Financial Services and Old Second National Bank. Outside of advisory work, she serves as president of The Gallatin Valley Sentinel, a nonprofit focused on providing local educational resources about city ordinances and policies. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment platforms and third-party solutions to construct portfolios with a range of asset types and management approaches.