Bruce Charleton is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corp for 17 years. Outside of advising, he is an aerobic and spin class instructor at Harro East Athletic Club. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and uses various tools and third-party platforms to construct and manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Courtenay Catalfamo is a financial advisor at OSAIC with nine years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for nine years. Outside of her advisory role, she is involved in consulting for Mary Kay Cosmetics. OSAIC serves a wide range of clients including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, using various tools and platforms to construct diversified portfolios tailored to client needs.

Sydney Charleton is a Series 66-licensed financial advisor at Osaic Wealth, Inc. with one year of industry experience. Prior to joining Osaic, Charleton worked at Lincoln Financial Advisors Corporation and held positions at BC Navigator Financial LLC and Gap Inc. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk tolerance assessments, and multiple investment platforms to construct portfolios that include a wide range of securities managed on discretionary or non-discretionary bases.

Daniel Cusato is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior work includes roles at Lincoln Financial Advisors Corporation, ESL Investment Services, LPL Financial, and ESL Federal Credit Union. Outside of investment advisory, he is a licensed notary public and also acts as an insurance agent, offering disability, fixed and indexed annuities, long-term care, and life insurance products. OSAIC serves a diverse client base including retail, high-net-worth, institutional investors, and various organizations through a large network of advisors and multiple platforms. The firm provides integrated brokerage and advisory services, employing asset allocation tools and access to third-party managers to construct portfolios across a broad spectrum of investment types.

Emily Mangus is a financial advisor with Osaic Wealth, Inc. holding a Series 66 designation. She has prior experience at Morgan Stanley, Cadence Wealth Management Solutions, Odyssey Financial Advisors, and Reliant Credit Union. Outside of finance, she has worked in craft cider and meadery operations. Osaic Wealth serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory, and financial planning services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment product types.