Ward Brickner is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at American Portfolios Financial Services, Inc. and GUARDIAN LIFE INSURANCE COMPANY of America. Brickner is a partner at Fortress Financial Services, Inc., where he provides investment advice and management and is also involved in marketing investment services to attorneys. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services such as financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by a variety of managed account options and third-party investment platforms.

Michael Palazzolo is a financial advisor at Osaic Wealth with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios Financial Services, Inc. and Guardian Life Insurance Company of America. Outside of advising, he is a co-partner at Fortress Financial Services and has authored a fiction book titled *Route 80*. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach uses model-based asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and efficient frontier analysis.