Leo Monaghan is a financial advisor with Osaic Wealth, Inc. based in Manchester, Iowa, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Osaic since 1989. Outside of his advisory role, Monaghan is involved in organizing a scholarship fund through the Class of 1970 Endowment committee and also prepares tax returns through a family corporation. Osaic Wealth serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment platforms and utilizes asset allocation tools, risk-tolerance assessments, and third-party managers to construct portfolios tailored to client needs.

Anthony Monaghan is a Series 66-licensed financial advisor with 11 years of industry experience. He is affiliated with Royal Alliance Associates since 2005 and currently associated with OSAIC. Monaghan serves on the boards of Community Childcare of Manchester and The Catholic Foundation in the Archdiocese of Dubuque. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with financial planning and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.