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Justin R

Series 65, Series 63

South Windsor, CT

OSAIC Institutions, inc.

Justin Russell is a financial advisor at Osaic Institutions, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Key Investment Services LLC and TD Bank N.A. among other firms. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a combination of discretionary and non-discretionary accounts.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Jennifer G

Series 65, Series 63

South Windsor, CT

OSAIC Institutions, inc.

Jennifer Grennan is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Her prior roles include positions at Ion Bank since 2019, Infinex Investments, Inc. since 2016, and United Bank from 2016 to 2019. In addition to her advisory work, she is actively involved in retail banking through Ion Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a decentralized model where investment adviser representatives manage accounts with firm supervision, and it operates a hybrid adviser/broker-dealer structure that includes access to alternative investments and lending solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Jason A

Series 63, Series 65

South Windsor, CT

OSAIC Institutions, inc.

Jason Apruzzese is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at Ion Bank since 2019 and at Infinex Investments, Inc. since 2016, with a prior role at United Banks from 2016 to 2019. Outside of his advisory work, Apruzzese coaches high school soccer at Torrington High School. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, including financial planning, ERISA plan support, access to alternative investments, and lending solutions, operating with a hybrid adviser/broker-dealer structure and a notable non-discretionary assets portfolio.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Christopher N

Series 63, Series 65

South Windsor, CT

OSAIC Institutions, inc.

Christopher Nardone is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Ion Bank since 2019 and Infinex Investments, Inc. since 2015, with prior experience at United Bank from 2015 to 2019. In addition to his advisory role, he serves as a program manager at Ion Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory and financial planning services and is notable for its hybrid adviser/broker-dealer structure and access to alternative investments and lending solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Donna W

Series 63, Series 66

South Windsor, CT

OSAIC Institutions, inc.

Donna Williams is a financial advisor at OSAIC Institutions, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Ion Bank, infinex Investments, Inc., and Rockville Bank. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients with customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid advisor/broker-dealer model and emphasizes a delegated investment approach with both discretionary and non-discretionary account management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Richard L

CFP®, Series 63, Series 66

South Windsor, CT

OSAIC Institutions, inc.

Richard Labriola Jr. is a CFP® with 16 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has held roles at Ion Bank and Infinex Investments, Inc. since 2019 and worked at Key Investment Services LLC from 2016 to 2019. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that combines firm supervision with delegated investment management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Raman G

Series 63, Series 66

South Windsor, CT

OSAIC Institutions, inc.

Raman Grover is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 designations and possessing 24 years of industry experience. He has worked with Ion Bank since 2019 and has held roles at Infinex Investments, Inc., United Bank, and Key Investment Services LLC. In addition to his advisory work, he serves as a Vice President at Ion Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer model that emphasizes firm supervision while delegating investment management to its representatives.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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