Youngstown, OH Westchester Dr. Office
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OSAIC
Institution
Firm-wide stats for OSAIC
About
Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that supports individual investors (including high‑net‑worth and non‑HNW households), retirement plan sponsors and participants, charities, and corporate clients. It offers both brokerage and advisory services across a range of programs — including comprehensive financial planning, advisor‑managed wrap and non‑wrap portfolios, Unified Managed Accounts, third‑party money manager programs, and retirement plan consulting — many of which are delivered through affiliated broker‑dealer and RIA relationships.
The firm’s investment process emphasizes model‑based asset allocation and portfolio optimization supported by risk‑tolerance questionnaires, efficient frontier analysis, and rebalancing tools; advisors can implement discretionary UMA or advisor‑managed strategies, impose client restrictions, or select third‑party managers and proprietary “Enterprise Strategist” models. Osaic also maintains multiple custodial and legacy program arrangements (including accounts transitioned from earlier mergers), and makes alternative investments available via third‑party platforms that perform initial and ongoing due diligence.
Compared with peers, Osaic is notable for its scale and recent consolidation activity, its complex affiliate network (broker‑dealer, asset managers, insurance and trust affiliates) and private‑equity ownership that influence its platform economics and product offerings. The firm also operates multiple lending and cash‑management programs and receives third‑party platform and revenue‑sharing arrangements — matters it discloses as potential conflicts of interest — and has had several recent regulatory disclosures and enforcement matters that led to enhanced controls and independent reviews.
Based on OSAIC
Location
47 Westchester Dr.
Youngstown OH 44515
Advisors at this office
4
Advisors at this office
Lori C
Series 63, Series 66
Youngstown, OH
OSAIC
Lori Costantino is a financial advisor with OSAIC, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. She has been associated with Hannon & Associates/Royal Alliance since 2015 and assumed the role of producing OSJ in 2025 following the passing of Tom Hannon. Costantino is also a licensed notary public in the state of Ohio. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and multiple affiliated broker-dealer and RIA relationships.
Zachary R
Series 63, Series 66
Youngstown, OH
OSAIC
Zachary Rasile is a financial advisor with OSAIC in Youngstown, OH, holding Series 63 and Series 66 designations and two years of industry experience. He also has four years of involvement with Hannon and Associates and six years of experience at West Liberty University. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization.
Gregory C
Series 66
Youngstown, OH
OSAIC
Gregory Costantino is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has previously worked at Henegan Financial, Hannon & Associates Financial Services LLC, Home Depot, and in various roles with McDonald Local School Districts and the Village of McDonald. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by multiple program options and a complex affiliate network.
Stacy F
Series 63, Series 66
Youngstown, OH
OSAIC
Stacy Foster is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has served as Assistant Treasurer for the Trumbull County Educational Service Center since 2000. In addition to her advisory role, she provides administrative support at Hannon & Associates Financial Services, LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services delivered through multiple channels, utilizing model-based asset allocation and portfolio optimization tools.
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