Guilford, CT Office

Kenneth Carone is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and National Planning Corporation. Carone is also the managing partner of Clearview Wealth Management, LLC, an insurance sales business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and uses various tools to construct portfolios with multiple asset classes, supporting both discretionary and non-discretionary account management.

Brett Dolan is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at Securities America Inc. and National Planning Corporation. Outside of advisory work, he serves as a trustee and executor for family trusts and estates and is licensed as an insurance agent. OSAIC serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage and advisory services. The firm utilizes various asset-allocation tools and third-party solutions to manage portfolios across multiple asset classes for both discretionary and non-discretionary accounts.