Edward Kemm is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at SagePoint Financial, Lincoln Financial Advisors, Oppenheimer & Co. Inc, and Independent Portfolio Consultants. Kemm is the sole proprietor of Ironbridge Wealth Counsel, LLC, a fixed insurance business, and serves as trustee for a special needs trust. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses a variety of platform tools and third-party arrangements to support portfolio construction and management.

Jimmey Green Jr. is a financial advisor at OSAIC with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Met Group, Metlife Securities, and Metropolitan Life Insurance. Outside of his advisory role, he owns Jimmey E Green Enterprises LLC, a horticulture propagation and irrigation business. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm implements asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.

Richard Forzano is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and previously worked at FSC Securities Corporation for 31 years. Forzano served seven years on the City of Milford, CT Board of Education and operates an income tax preparation service through his independent consulting firm. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and investment advisory services supported by firm-provided asset allocation tools and a range of third-party platforms.