Williamstown, NJ Office

Howard Mattson is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Sagepoint Financial, Inc. for 14 years. He serves as a board member of the South Harrison Board of Education, where he participates in discussions on elementary school policy and curriculum. OSAIC Wealth, Inc. serves a diverse range of clients, including individual investors, pension plans, corporations, and nonprofits, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs advanced portfolio construction tools and supports various managed account solutions through a broad network of affiliated advisors.

Nicholas Fresolone is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial for 12 years before joining OSAIC in 2023. He also serves as Vice President and Chief Compliance Officer at Plan One Financial Group and is active as an insurance agent. OSAIC Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing various portfolio construction and management tools.

Julia Marino is a financial advisor at OSAIC with two years of industry experience and holds a Series 66 credential. Prior to joining OSAIC, she worked at Equitable Advisors, LLC. Marino is also involved as a client service associate with Howard Mattson LLC and Plan One Financial Group, and holds a licensed insurance agent role. 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 advisory services across multiple platforms, employing asset-allocation tools and automated rebalancing to manage portfolios with a broad range of investment options.