Paul Ragone is a financial advisor at OSAIC with 29 years of industry experience. He previously worked at Woodbury Financial Services for 21 years before joining OSAIC in 2024. Ragone holds Series 63 and Series 65 designations. Outside of his advisory role, he is president of Integrity Wealth Services, a sole proprietorship focused on non-securities life insurance sales. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to construct portfolios that span multiple asset classes.

Brian Duncan is a financial advisor at Osaic with 14 years of industry experience. He holds Series 65 and Series 63 credentials and has prior experience at Woodbury Financial Services, PFS Investments, and Primerica Financial Services. Duncan is also involved in Integrity Wealth, a sole proprietorship focused on insurance sales, financial planning, and investment advisory services. Osaic Wealth, Inc. 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 with multiple platforms and uses asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.