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Richard E
Series 63
Williamsville, NY
OSAIC
Richard Ewel is a financial advisor at OSAIC with 45 years of industry experience. He holds a Series 63 designation and was previously associated with Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for 21 years. Outside of advisory services, he is involved in reviewing clients' annuities through his insurance-related activities. OSAIC serves a broad mix of retail and institutional clients, offering brokerage and advisory services across various programs including comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by analytical tools and multiple management options.
Bryan T
Series 63
Williamsville, NY
OSAIC
Bryan Tenney is a financial advisor at OSAIC with 33 years of industry experience. He holds a Series 63 designation and has worked in advisory roles since 2002, including over two decades with Securities America Advisors, Inc. Outside of his advisory work, he has been involved with the James Lilley Foundation, Inc. for over 20 years and has coached the Canisius High School Varsity Baseball Team since 1989. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment process emphasizing asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.
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