Lori Marie Costantino

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 01/2019
  Hannon & Associates/Royal Alliance
  Youngstown, OH
• 01/2019 → Present
  Hannon & Associates/Royal Alliance
  Youngstown, OH

Other Businesses

1. RENTAL PROPERTY OWNER POSITION: joint property owner NATURE: My husband and I are owners of his mother's (now deceased) house and we rent it. We own another home in that is rented. I am not involved in any activities related to the properties, other than being named as property owner. He handles collecting rent and related banking. He owns properties through an LLC (called Argentina Holdings LLC), but I am not named on the LLC, nor am I involved in it. Since we do receive income for the properties I felt it was better for me to disclose that we have rental properties in the OBA format. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/04/2005 ADDRESS: 922 Parkside Place Dr., McDonald OH 44437, United States DESCRIPTION: As described above, I am a joint property owner with my husband of3 rental homes. 2. HANNON & ASSOCIATES FINANCIAL SERVICES POSITION: Registered Representative/Financial Advisor NATURE: Tom Hannon is the sole proprietor of Hannon & Associates Financial Services. He allows me to use his business name. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2019 ADDRESS: 47 Westchester Dr., Youngstown OH 44437, United States DESCRIPTION: Became a registered representative at the beginning of 2019. Joint rep code with Tom Hannon, OSJ. Sales and Marketing of securities and insurance products. Communicate with clients, manage client accounts. Provide administrative assistance to Tom, OSJ. Added company website through Broadridge. 3. HANNON & ASSOCIATES FINANCIAL SERVICES LLC POSITION: Registered Representative/Financial Advisor NATURE: I registered Hannon & Associates Financial Services LLC after the passing of Tom Hannon, who was the sole proprietor of Hannon & Associates Financial Services. He allowed me to use his business name. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/11/2025 ADDRESS: 47 Westchester Dr., Youngstown OH 44437, United States DESCRIPTION: Became the OSJ in June 2025 after the passing of Tom Hannon. I am a producing OSJ and have a joint rep code with Zachary Rasile, and a joint rep code with Joseph Pisano. Sales and Marketing of securities and insurance products. Communicate with clients, manage client accounts. Supervision responsibilities/oversight of the reps and advisors that report through this OSJ office. Company website through Broadridge. 4. LORI M COSTANTINO STATE OF OHIO NOTARY PUBLIC POSITION: State of Ohio Notary Public NATURE: Individual INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/23/2022 ADDRESS: 47 Westchester Drive, Youngstown OH 44515-3902, United States DESCRIPTION: As extra service for our clients I can Notarize documents when needed.

Exams

• S66 Uniform Combined State Law Examination
  2018-12-29
• S63 Uniform Securities Agent State Law Examination
  2018-02-05

Other Names

• Lori Marie Hannon