Danny Young is a CFP® and ChFC® with 40 years of experience in the financial services industry. He has worked with OSAIC since 2025 and previously held positions at Lincoln Financial Securities and Collins and Associates. In addition to his advisory role, he manages an insurance agency specializing in life insurance, annuities, and health insurance products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, and corporate clients, offering a broad range of brokerage and advisory services. The firm’s investment approach includes model-based asset allocation and portfolio optimization, leveraging multiple custodial platforms and third-party managers.

Jack Di Muzio is a financial advisor at OSAIC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation. In addition to his advisory role, he is an insurance agent specializing in disability insurance, annuities, long-term care, and life insurance. OSAIC 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 utilizes model-based asset allocation and portfolio optimization, supported by a range of managed account and third-party money manager programs.

Louis Dimuzio Jr. is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lincoln Financial Services since 2008 and Osaic FS, Inc. from 2004 to 2025. Outside of his advisory role, he is involved in several insurance-related business activities, including managing an insurance agency and assisting clients with life settlements. OSAIC serves a diverse clientele including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, consolidation activities, and a complex affiliate network that provides a broad platform of financial products and services.