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Joshua S

Series 66

Towson, MD

OSAIC

Joshua Shanty is a financial advisor at Osaic with seven years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Mitsubishi Heavy Industries America. Outside of his advisory role, Shanty owns Colt Mechanical Services, a mechanical engineering contracting firm. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, and access to third-party investment managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that include a diverse set of investment vehicles and supports both discretionary and non-discretionary account management.

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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Melanie S

Series 63

Towson, MD

OSAIC

Melanie Shanty is a financial advisor at OSAIC with 35 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for 35 years before joining OSAIC in 2025. Outside of her advisory role, she is involved in a consultation organization providing services to families with disabled members. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and employs various investment strategies and third-party platforms to manage client portfolios.

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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Jason S

Series 66

Towson, MD

OSAIC

Jason Shanty is a financial advisor at Osaic with 16 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corp for 18 years before joining Osaic in 2025. Outside of his advisory role, he is an insurance agent offering fixed insurance products such as fixed annuities, indexed annuities, and traditional life insurance. Osaic Wealth, Inc. serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan 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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