Red Bank, NJ Half Mile Road Office

Louis Bruno III is a financial advisor with Osaic Wealth, Inc. based in Red Bank, NJ. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. Prior to joining Osaic, he worked at Fidelity Investments and Fidelity Brokerage Services LLC for a combined 13 years. Osaic Wealth, Inc. serves a diverse clientele including individual, high-net-worth, institutional, and charitable investors through a broad network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of portfolio construction tools and access to third-party money managers.

Douglas Brown is a CFP® with 20 years of industry experience. He currently works at OSAIC and previously spent 19 years with Lincoln Financial Advisors Corp. Brown holds insurance agent licenses and offers accident and health insurance, disability insurance, fixed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms and uses various tools and third-party solutions to construct and manage portfolios across a broad range of asset classes.

Parker Hoch is a financial advisor at OSAIC with eight years of industry experience. He previously worked at Lincoln Financial Advisors and Lincoln Financial Distributors from 2017 to 2025 and spent one year in full-time education prior to that. In addition to his advisory role, he is involved in offering accident and health insurance, disability insurance, fixed annuities, and traditional life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, institutions, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include a wide range of investment vehicles and supports both discretionary and non-discretionary account management.

Timothy Dean is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Advisors and JP Morgan Securities LLC. He is also involved as an insurance agent offering traditional life insurance, fixed annuities, and fixed indexed annuities. OSAIC serves a diverse group of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, including financial planning and retirement plan consulting. The firm utilizes a variety of portfolio construction tools and supports multiple advisory platforms with access to third-party money managers.

Gary Hager is a CFP® with 35 years of industry experience, currently associated with Osaic since 2025. He previously worked at Lincoln Financial Advisors Corporation for eight years and spent thirteen years with Summit Financial Resources, Inc. and Summit Equities, Inc. He is involved in insurance sales through his ownership and agent roles at Integrated Wealth Management Co., LLC. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a broad network of financial advisers. The firm offers integrated brokerage and advisory services, utilizing various platforms and third-party managers to construct portfolios across multiple asset classes with tailored risk management and investment restrictions.

John Frank is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation and several Summit firms. Outside of advising, he operates a courier service as a sole proprietor. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a broad range of investment vehicles.

Stuart Hoch is a financial advisor with OSAIC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including 22 years at Lincoln Financial Advisors Corp. prior to joining OSAIC in 2025. Outside of advisory services, he provides individual and group health products. OSAIC serves a diverse client base including retail and institutional investors and offers a range of advisory and brokerage services. The firm employs various portfolio construction tools and supports multiple managed account platforms, combining in-house and third-party resources.

Courtney Schiavo is a Series 66–licensed financial advisor with 13 years of industry experience. She has worked at Osaic since 2025 and previously spent 12 years at Lincoln Financial Advisors. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers, using various tools and strategies including asset-allocation models, risk-tolerance assessments, and automated portfolio rebalancing.

Brendan O'Connor is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for 15 years before joining OSAIC in 2025. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and multiple advisory platforms to construct portfolios tailored to client needs.