Kevin Webb is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services for 19 years. Webb also operates a sole proprietorship providing financial advisory and insurance services. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and Unified Managed Accounts. The firm’s investment process is model-based, employing asset allocation and portfolio optimization tools, and it supports both discretionary and advisor-managed strategies.

David Lewandowski is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services, Inc. for 11 years. Lewandowski also owns DDCL Inc., a C-Corporation involved in selling life and health insurance products and fixed annuities. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through multiple programs, emphasizing model-based asset allocation and portfolio optimization supported by various risk management tools.

Paul Zalduendo is a CFP® with 20 years of experience in the financial services industry. He currently serves with OSAIC and previously worked at Woodbury Financial for 18 years. Outside of his advisory role, he operates a sole proprietorship providing fixed life and annuity, medical, and health insurance sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment programs and custodial arrangements.

Paul Gennuso is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services for 17 years. In addition to his advisory role, he is licensed as an attorney and practices estate planning, and is involved in the sale of non-variable insurance products through his own firm, Gennuso Financial Group. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by a multi-advisor platform and model-based investment processes.

Cory Bannester is a financial advisor at OSAIC with 7 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Woodbury Financial Services and Architectural Artifacts, Inc. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based asset allocation process supported by risk-tolerance assessments and portfolio optimization tools.

Barry Moschel is a financial advisor at OSAIC with 40 years of industry experience. He holds the ChFC® designation and has previously worked at Woodbury Financial Services, Equitable Advisors, and Mony Securities Corporation. Outside of his advisory role, Moschel is a published author and a Certified Public Accountant (CPA). OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization.

William Bishop is a financial advisor at Osaic with a Series 66 designation and less than one year of industry experience. His prior work includes roles in education, automotive manufacturing, and university facilities. OSAIC serves a diverse client base that includes individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform focused on model-based asset allocation and portfolio optimization.

Matthew Gennuso is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has held previous roles at Woodbury Financial Services and his own firm, Gennuso Financial Group. Outside of his advisory work, he is owner and president of ML Gennuso, Inc., an insurance consulting and sales corporation specializing in fixed life and disability insurance. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, consolidation activity, and complex network of affiliates.

Thomas Manno Jr. is a CFP® professional with 22 years of industry experience, currently serving as an advisor at OSAIC since 2024. Prior to this, he worked for Woodbury Financial Services for 16 years and MSI Financial Services, Inc. for 3 years. Outside of his advisory role, he is involved in The Manno Group, where he provides insurance brokerage and sales services, and he serves as an IT liaison for Independent Advisors Group LLC. OSAIC Wealth serves a broad client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization and provides a range of programs such as financial planning, managed portfolios, and third-party money manager offerings.

Peter Gennuso is a CFP® professional with 35 years of industry experience, currently affiliated with OSAIC since 2024. His prior experience includes Woodbury Financial Services and 1717 Capital Management Company. He also operates Gennuso Financial Group, a separate full-service financial planning firm. OSAIC Wealth serves a diverse client base including retail, institutional, high-net-worth individuals, retirement plans, charities, and corporate clients. The firm utilizes a model-based investment approach with various advisory programs and a multi-affiliate platform.

Kelly O'Malley is a CFP® professional with 25 years of experience in the financial services industry. She has worked with OSAIC since 2024, following a 17-year tenure at Woodbury Financial Services and four years at 1717 Capital Management Company. O'Malley serves as a fund holder and liaison for Boss Woman United, a scholarship fund supporting female financial advisors, and volunteers as a parent mentor at Lurie Children's Hospital in Chicago. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and customizable strategies implemented through both discretionary and advisor-managed platforms.

Pablo Zalduendo is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services, Equitable Advisors, and Mony Securities Corporation. Outside of his advisory role, he operates a sole proprietorship offering traditional life insurance and fixed index annuities through approved FMOs and carriers. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a multi-advisor platform with brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary strategies.

Michael Webb is a CFA® charterholder with six years of industry experience. He is currently an advisor at Osaic Wealth Inc., where he has worked since 2026. His prior experience includes roles at Parscape, Inc., Clockwork Technologies, and Fifth Third Securities. Osaic Wealth serves a diverse client base, including retail investors, retirement plans, charities, and corporate clients, through a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.