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Charles B

Series 66

Garden City, NY

OSAIC

Charles Bilello is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and has worked with Royal Alliance since 2012. In addition to his advisory role, Bilello is a partner at Cammarasanna and Bilello, a legal partnership representing individuals injured in various types of accidents. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a model-based investment process that emphasizes asset allocation and portfolio optimization across various advisory and brokerage programs.

Annuities Private / alternative investments
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Marc B

Series 63, Series 65

Garden City, NY

OSAIC

Marc Bongiorno is a financial advisor with OSAIC Wealth, Inc. in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Asset & Financial Planning, Ltd. He also owns and operates a tax and accounting service, Metropolitan Capital Tax & Wealth Management, where he prepares personal tax returns and provides tax planning and insurance strategies. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization across multiple platforms and affiliated entities.

Annuities Private / alternative investments
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Orest B

CFP®, Series 63

Garden City, NY

OSAIC

Orest Baransky is a CFP® professional with 29 years of industry experience, currently affiliated with OSAIC. He has worked at Royal Alliance since 2015 and previously at Nathan & Lewis Securities, Inc. from 2001 to 2003. Outside of his advisory role, he is president of an accounting and tax firm and serves as a board member for several homeowners associations. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting discretionary management and third-party strategies across a complex affiliate network.

Annuities Private / alternative investments
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