Bruce Charleton is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corp for 17 years and Cadaret, Grant & Co., Inc. for one year. Outside of his advisory role, he is an aerobic and spin class instructor at Harro East Athletic Club. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by multiple custodial arrangements and third-party platforms.

Courtenay Catalfamo is a financial advisor at OSAIC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors for nine years. Outside of her advisory role, she is also a consultant for Mary Kay Cosmetics. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering a range of brokerage and advisory services across multiple programs.

Daniel Cusato is a financial advisor at OSAIC with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors Corporation, ESL Investment Services, LPL Financial, and ESL Federal Credit Union. Outside his advisory role, he is a notary public and an insurance agent offering disability, annuities, long-term care, and life insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, utilizing various managed account strategies and third-party managers.

Emily Mangus is a financial advisor at OSAIC with one year of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Cadence Wealth Management Solutions, Odyssey Financial Advisors, and Reliant Credit Union. Outside of finance, she has experience in the craft beverage industry with Embark Craft Ciderworks and Martin's Honey Farm and Meadery. 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 portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party managers.