Edward Kemm is a financial advisor at Osaic Wealth with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at SagePoint Financial, Lincoln Financial Advisors, Oppenheimer & Co. Inc., and Independent Portfolio Consultants. Outside of advising, he serves as trustee and attorney-in-fact for special needs trusts and is involved in fixed insurance business activities. Osaic Wealth serves a broad mix 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 uses model-based asset allocation and portfolio optimization, supporting a range of investment strategies and third-party manager options.

Jimmey Green Jr. is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife-related firms. Outside of his advisory role, he owns Jimmey E Green Enterprises LLC, a horticulture propagation and irrigation business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services through various programs and employs a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management.

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 also served seven years on the City of Milford, CT Board of Education. In addition to his advisory role, he owns and operates Independent Financial Consulting, Inc., providing income tax preparation services and managing accounting and strategic planning. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting multiple investment strategies and custodial arrangements, and is notable for its scale and complex affiliate network.