Susan Brauner is a financial advisor at Osaic with 44 years of industry experience. She holds a Series 63 designation and has worked at Securities America Advisors Inc and The Brauner Company, where she has served as a co-trustee of the company’s profit sharing plan. Brauner is also licensed as an insurance agent specializing in term insurance and fixed annuities. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to multiple third-party money managers and wrap programs. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Julius Brauner IV is a financial advisor at Osaic Wealth, Inc. with 46 years of industry experience. He holds a Series 63 designation and previously worked at Securities America Advisors Inc. and Securities America, Inc. He is also co-trustee of The Brauner Company Profit Sharing Plan and maintains a role as an insurance agent specializing in term life insurance and fixed annuities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes a variety of portfolio construction tools and manages accounts with access to multiple investment platforms and third-party money managers.