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Sean F

Series 66

Hauppauge, NY

OSAIC

Sean Flynn is a financial advisor at OSAIC with five years of industry experience and holds the Series 66 designation. Prior to joining OSAIC in 2024, he worked at LPL Financial and has operated Strategic Financial and Tax Planning Services, providing tax preparation and accounting services. He has experience preparing individual and corporate tax returns in addition to his advisory role. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm focuses on model-based asset allocation and portfolio optimization, supporting a range of investment strategies and custodial arrangements.

Annuities Private / alternative investments
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Matthew B

Series 63

Hauppauge, NY

OSAIC

Matthew Barbis is a financial advisor at OSAIC with 32 years of industry experience. He holds the Series 63 designation and has worked at several firms including LPL Financial, Select Benefits Inc., and Royal Alliance Associates. Barbis serves as a trustee for St. Joseph's College and holds leadership roles with multiple nonprofit educational foundations. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of managed account strategies and third-party money manager programs.

Annuities Private / alternative investments
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Guy N

CFP®, Series 63

Hauppauge, NY

OSAIC

Guy Nicosia is a CFP® professional with 35 years of industry experience, currently serving as an advisor at OSAIC since 2024. His career includes prior roles at LPL Financial and Royal Alliance, alongside over four decades of self-employment. He is a partner in Strategic Tax Planning Services, LLC, which provides tax preparation and review services. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by advanced risk assessment and rebalancing tools.

Annuities Private / alternative investments
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Philip N

CFA®, Series 63

Hauppauge, NY

OSAIC

Philip Nicosia is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at OSAIC. His prior work includes roles at Strategic Financial & Tax Planning Services, Paychex, Inc., and Manning & Napier Advisors, Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform with a model-based investment process focused on asset allocation and portfolio optimization, offering a range of brokerage and advisory services.

Annuities Private / alternative investments
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John N

Series 63, Series 66

Hauppauge, NY

OSAIC

John Nicosia is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial and Royal Alliance. Outside of his advisory role, Nicosia serves as Vice President of Strategic Financial & Tax Planning Services, focusing on personal and business tax return preparation and servicing. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services supported by a multi-advisor platform and employs a model-based investment process featuring asset allocation, portfolio optimization, and access to third-party managers.

Annuities Private / alternative investments
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