Shaun Leonard is a CFP® and Series 66-registered financial advisor with three years of industry experience. He currently serves as a Wealth Advisor at Glassner Carlton Financial and OSAIC, having previously worked as a financial paraplanner at Glassner Carlton Financial. Outside of his advisory role, Leonard has worked as a contractor for DoorDash. OSAIC serves a broad mix of retail and institutional clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing a variety of asset-allocation tools and third-party platforms to manage diversified portfolios across multiple investment vehicles.

Edward Durkin Jr. is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and TD Ameritrade. Durkin also advises high-net-worth clients through Glassner Carlton Financial, an LLC focused on wealth management. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs asset-allocation tools and risk assessment to construct portfolios across various asset classes, supporting both discretionary and non-discretionary accounts.

Matthew Riskin is a financial advisor with OSAIC in Morristown, NJ. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior work includes roles at Equitable Advisors, Virtu Financial, and Limekiln Real Estate. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using various tools and platforms to construct diversified portfolios.

Judd Carlton is a CFP® professional at OSAIC with 21 years of industry experience. He has been with OSAIC since 2006. He serves as a trustee for Glassner Carlton Financial LLC, the business entity affiliated with his practice. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, using asset-allocation tools and multiple investment platforms to construct diversified portfolios incorporating a range of asset types.