Julian Marturano is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining OSAIC in 2024, he spent 15 years at Woodbury Financial Services. Outside of his advisory work, he is involved in various insurance sales and holds leadership roles in insurance-related businesses. OSAIC serves a diverse client base, including individual and institutional investors, offering a range of integrated brokerage and advisory services. The firm utilizes asset allocation tools and a variety of investment vehicles to manage portfolios on discretionary or non-discretionary bases.

Dale Austin is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Inc. for 13 years. In addition to his advisory role, he serves as CEO of Service Wealth Management, where he manages investment products, life insurance, and annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types on both discretionary and non-discretionary bases.