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Daniel P

CFP®, Series 63

Paramus, NJ

OSAIC

Daniel Prisciotta Jr. is a CFP® with 42 years of industry experience, currently serving at OSAIC since 2025. He previously worked at Lincoln Financial Advisors Corporation for 27 years. Outside of advising, he is an author and owner of Prisco Publishing LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various program options including Unified Managed Accounts and third-party money manager programs.

Annuities Private / alternative investments
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Nicholas P

CFA®, Series 63

Paramus, NJ

OSAIC

Nicholas Petriello is a CFA® charterholder with 28 years of industry experience. He has been with OSAIC since 2025 and previously worked at Lincoln Financial Advisors Corp for 24 years. He is a co-owner of two consulting businesses that offer insurance and group medical coverage services. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services through a multi-advisor platform, with an investment process centered on model-based asset allocation and portfolio optimization.

Annuities Private / alternative investments
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Bryan M

Series 63, Series 65

Paramus, NJ

OSAIC

Bryan Murray is a financial advisor with OSAIC in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He worked for Lincoln Financial Advisors Corporation for 10 years before joining OSAIC in 2025. In addition to his advisory role, Murray acts as an insurance agent offering disability, long-term care, fixed annuities, equity-indexed annuities, and traditional life insurance through his separate business, Wealth By Design. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, and corporate clients, delivering brokerage and advisory services through various programs such as comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by multiple managed account options and third-party platforms.

Annuities Private / alternative investments
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Michael J

Series 63, Series 66

Paramus, NJ

OSAIC

Michael Jason is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lincoln Financial Advisors Corporation, Bank of America, Merrill, and Banc of America Investment Services. Outside of his advisory role, he coaches a local youth hockey team. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Annuities Private / alternative investments
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Shane O

CFP®, Series 66

Paramus, NJ

OSAIC

Shane Oconnor is a CFP® professional with 13 years of industry experience, currently with OSAIC since 2025. His prior experience includes ten years at Lincoln Financial Advisors and roles at Wells Fargo Clearing and Osaic FA, Inc. He is also licensed as an insurance agent offering fixed and indexed annuities and traditional life insurance. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform that provides brokerage and advisory services, including comprehensive financial planning and model-based asset allocation strategies. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Annuities Private / alternative investments
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Thomas S

Series 63, Series 65

Paramus, NJ

OSAIC

Thomas Singleton is a financial advisor with OSAIC in Paramus, NJ, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include ten years at Lincoln Financial Advisors Corporation and one year at PRUCO Securities, LLC. In addition to advisory work, he is involved in offering insurance products such as disability, health, accident, Medigap, and property and casualty insurance. OSAIC serves a broad mix of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering a range of programs including comprehensive financial planning and Unified Managed Accounts.

Annuities Private / alternative investments
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Ramsey K

Series 63, Series 65

Paramus, NJ

OSAIC

Ramsey Khattab is a financial advisor with OSAIC in Paramus, NJ, holding Series 63 and Series 65 licenses and 26 years of industry experience. He worked at Lincoln Financial Advisors Corp. for 21 years prior to joining OSAIC. Outside of financial advising, he owns and operates several businesses including a social networking dating portal and medical aesthetics spas. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering comprehensive financial planning, advisory services, and brokerage programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and multiple investment strategy options.

Annuities Private / alternative investments
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James H

Series 66

Paramus, NJ

OSAIC

James Hammer is a financial advisor with OSAIC in Paramus, NJ, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation. Outside of his advisory role, he conducts non-variable insurance and annuity sales and serves as successor trustee for the Craig W. Hammer Revocable Trust. OSAIC serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with options for discretionary management and third-party strategies.

Annuities Private / alternative investments
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Arthur K

Series 63

Paramus, NJ

OSAIC

Arthur Katz is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corp for 27 years. In addition to his advisory role, Katz is involved in insurance brokerage, offering accident, health, disability income, and traditional life insurance products. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, leveraging multiple custodial and legacy program arrangements alongside alternative investment options.

Annuities Private / alternative investments
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Scott R

ChFC®, Series 63

Paramus, NJ

OSAIC

Scott Russell is a ChFC® credentialed financial advisor with 52 years of industry experience. He is currently with Osaic and previously worked at Lincoln Financial Advisors and MSI Financial Services, Inc. He serves as a board member for an investment-related organization and also offers insurance products including long-term care and disability insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm employs a model-based investment process with various portfolio management options and is notable for its scale, complex affiliate network, and recent consolidation activity.

Annuities Private / alternative investments
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Dominik W

Series 66

Paramus, NJ

OSAIC

Dominik Wiecek is a financial advisor at OSAIC in Paramus, NJ, holding a Series 66 designation. He has experience working at several firms including BLBB Advisors, Porsche Warrington, and JBMP Real Estate Group, with a background that also includes teaching positions at Temple University and local schools. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies.

Annuities Private / alternative investments
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Craig B

CFP®, Series 63

Paramus, NJ

OSAIC

Craig Bartlett is a CFP® professional at OSAIC with 31 years of industry experience. He was previously with Lincoln Financial Advisors Corporation for 30 years. He authored a chapter on generational wealth planning in a multi-advisor educational book. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and model-based asset allocation strategies supported by both proprietary and third-party investment solutions.

Annuities Private / alternative investments
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Anthony C

Series 63

Paramus, NJ

OSAIC

Anthony Cingire Jr. is a financial advisor with OSAIC, holding a Series 63 designation and bringing 33 years of industry experience. He worked at Lincoln Financial Advisors from 1994 to 2025 before joining OSAIC in 2025. Outside of his advisory role, he offers accident and health insurance, disability insurance, fixed and indexed annuities, and traditional life insurance. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, offering discretionary and advisor-managed strategies supported by risk assessment tools and access to third-party managers.

Annuities Private / alternative investments
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Sandra B

ChFC®, Series 63

Paramus, NJ

OSAIC

Sandra Becks is a ChFC® with over 43 years of industry experience, currently serving at OSAIC since 2025. She spent 37 years at Lincoln Financial Advisors Corporation prior to joining OSAIC. Outside of her advisory role, she is co-chair of the Endowment Committee at The Mother Bethel AME Church and co-chairs the Economic Development Committee for the Philadelphia Alumnae Chapter of Delta Sigma Theta Sorority. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and rebalancing tools.

Annuities Private / alternative investments
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Eamonn G

Series 66

Paramus, NJ

OSAIC

Eamonn Gaffney is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation for seven years and AXA Advisors, LLC for two years. Gaffney is also active as an insurance agent offering fixed and indexed annuities, long-term care insurance, and traditional life insurance under his own business. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm provides brokerage and advisory services with an investment approach focused on model-based asset allocation and portfolio optimization using various client-driven tools and third-party managers.

Annuities Private / alternative investments
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