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Montie P

Series 63, Series 65

Papillion, NE

OSAIC

Montie Piccininno is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 65 credentials. He has 24 years of industry experience and has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. He also serves as a Financial Planning Operations Manager and Planning Associate at Vitucci Integrated Planning. Osaic Wealth, Inc. serves a broad range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Charles B

Series 63, Series 66

Papillion, NE

OSAIC

Charles Barrow Jr. is a financial advisor at OSAIC with 45 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Securities America Advisors, Inc. and Securities America, Inc. before joining OSAIC in 2024. OSAIC serves a wide range of clients, including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing across diverse investment vehicles.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Richard H

Series 63

Papillion, NE

OSAIC

Richard Hague is a financial advisor with OSAIC, holding a Series 63 designation and with 37 years of industry experience. He previously worked at Securities America, Inc. and Securities America Advisors, Inc. for 20 years and has maintained an independent practice since 2001. In addition to his advisory role, Hague sells term and long-term care insurance when clients request assistance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms. The firm utilizes asset allocation tools, risk tolerance assessments, and third-party money managers to construct diversified portfolios tailored to client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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