Julian Marturano is a financial advisor at OSAIC with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services for 15 years and held positions at Equitable Advisors and Mony Securities Corporation. Outside of his advisory role, Marturano is involved in insurance sales and services with several firms and is the founder of Service Financial Group, LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a wide range of brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies, with platform scale and affiliate integration as notable features.

Dale Austin is a financial advisor at Osaic with 21 years of industry experience. He previously worked at Woodbury Financial Services for 13 years and Equitable Advisors for four years. Outside of his advisory role, he serves as CEO of Service Wealth Management, a business assisting individuals and businesses with financial decisions involving various investment vehicles, insurance, and annuities. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation and portfolio optimization, with a focus on discretionary and advisor-managed strategies supported by proprietary and third-party models.