Garden City, NY Kellum Place Office

Charles Bilello is a financial advisor at Osaic Wealth, Inc. with 14 years of industry experience. He holds a Series 66 designation and has been with Royal Alliance since 2012. Outside of his advisory role, he is a partner in a law firm representing persons injured in various types of accidents. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by proprietary asset-allocation tools and access to third-party managed account solutions.

Marc Bongiorno is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His career includes 17 years at Royal Alliance Associates, Inc., and over two decades with Asset & Financial Planning, Ltd. He also provides tax and accounting services through his ownership of Metropolitan Capital Tax & Wealth Management, where he focuses on tax reduction and insurance strategies to support financial planning. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, managed accounts, and third-party solutions to construct diversified portfolios.

Orest Baransky is a CFP® professional with 29 years of experience in the financial industry. He is currently affiliated with OSAIC and has been with Royal Alliance since 2015. Outside of advising, he serves as president of an accounting and tax firm where he prepares and reviews business and individual tax returns, and he holds multiple board member roles in homeowners associations. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a variety of brokerage and advisory services, employing asset-allocation tools and risk assessments to build portfolios that include equities, bonds, options, mutual funds, ETFs, and alternative investments.