Kevin Webb is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 19 years. Outside of his primary role, he is involved with several sole proprietorships through which he provides financial advisory and insurance services. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers across a variety of platforms. The firm uses advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

David Lewandowski is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services, Inc. for 11 years. Lewandowski is also the owner of a C-Corporation that sells term and permanent life insurance, health insurance, and fixed annuities through various brokerage firms. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by advanced asset-allocation tools, multiple advisory platforms, and access to third-party money managers.

Paul Zalduendo is a financial advisor with OSAIC who holds the CFP® designation and Series 66 license, bringing 20 years of industry experience. Prior to joining OSAIC in 2024, he worked for Woodbury Financial for 18 years. He also operates Z Group Financial, a sole proprietorship focused on fixed life and annuity sales. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management.

Paul Gennuso is a financial advisor with OSAIC who holds Series 63 and Series 65 designations and has 27 years of industry experience. He has worked at Woodbury Financial Services for 17 years and has been associated with Gennuso Financial Group since 1998. In addition to his advisory role, he is an attorney specializing in estate planning and is involved in the sale of non-variable insurance products through his independent business activities. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm uses a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management, with access to various third-party money managers and alternative investment options.

Cory Bannester is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services, Inc. for five years and has experience in the architectural sector with Architectural Artifacts, Inc. from 2015 to 2018. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Barry Moschel is a financial advisor at OSAIC with 40 years of industry experience. He holds the ChFC® designation and has been with OSAIC since 2024, following an 18-year tenure at Woodbury Financial Services. Moschel is also a licensed CPA and has authored a book. OSAIC serves a broad mix of retail and institutional clients, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes, serving individual investors, corporations, pension plans, and charitable organizations.

William Bishop is a Series 66-licensed financial advisor at Osaic Wealth, Inc. He has been with Osaic since 2026 and has held various roles prior, including positions at Purdue University and Subaru of Indiana Automotive, Inc. His professional background includes diverse industry experience spanning education, automotive, and service sectors. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers comprehensive investment advisory and brokerage services, utilizing advanced asset-allocation tools and third-party solutions to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Matthew Gennuso is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Woodbury Financial Services for 17 years and has operated Gennuso Financial Group since 2002. Outside of his advisory role, he owns ML GENNUSO, INC, a corporation focused on insurance consulting and sales specializing in fixed life and disability insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools, including asset-allocation models and automated rebalancing, and supports both discretionary and non-discretionary account management.

Thomas Manno Jr. is a CFP® professional with 22 years of industry experience, currently serving at OSAIC since 2024. He previously spent 16 years at Woodbury Financial Services. Outside of his advisory role, Manno is involved with The Manno Group, which provides sales and service of traditional insurance products, and he also serves as an IT liaison for Independent Advisors Group LLC, a partnership that manages office leasing for advisors. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers and managed-account solutions.

Peter Gennuso is a CFP® with 35 years of experience in the financial services industry. He is currently with OSAIC and has previously worked at Woodbury Financial Services for 17 years. In addition to his advisory role, he operates Gennuso Financial Group, providing full-service financial planning and insurance products. 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 advisers. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to manage portfolios that include a wide range of investment products.

Kelly O'Malley is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 24 years of industry experience. She previously worked at Woodbury Financial Services for 17 years before joining OSAIC. Outside of advising, she serves as a liaison for Boss Woman United, a scholarship fund supporting female financial advisors, and volunteers as a parent mentor at Lurie’s Children’s Hospital in Chicago. OSAIC serves a diverse range of clients including individuals, institutions, and charitable organizations through a broad network of financial advisers, offering integrated brokerage and advisory services with access to multiple platforms and investment options.

Pablo Zalduendo is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 18 years before joining OSAIC in 2024. Outside of his advisory role, he operates a sole proprietorship offering traditional life insurance and fixed index annuities through approved FMOs and carriers. OSAIC serves a diverse client base including individual and institutional investors, pension plans, and charitable organizations, providing a wide range of advisory and brokerage services. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, offering access to multiple third-party managers and wrap programs.

Lawrence Emmons IV is a ChFC® with 43 years of industry experience, currently with OSAIC since 2024. He previously worked at Woodbury Financial Services for 18 years. Outside of his advisory role, he operates a sole proprietorship focused on group health and life insurance maintenance and telephone solicitation. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios that can include various investment types and supports both discretionary and non-discretionary management.