Greg Diamond is a financial advisor with OSAIC Wealth, Inc. in Wilton, CT, holding Series 63 and Series 65 designations and possessing 23 years of industry experience. Prior to joining OSAIC in 2023, he was with Royal Alliance Associates, Inc. for 20 years. He is also engaged in tax preparation and advice through his role at Pinnacle Taxx Advisors, LLC. 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 supported by a model-based investment process, multiple managed account programs, and a complex network of affiliated broker-dealer, asset management, and insurance entities.

Lee Povinelli is a financial advisor at Osaic with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Royal Alliance Associates, Inc. for 21 years. Outside of his advisory role, he is employed as a tax preparer at Pinnacle Taxx, a sole proprietorship. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports a variety of financial programs delivered through a large multi-advisor platform.