Alix Gollomp is a financial advisor at Osaic with seven years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, UBS Financial Services, and Skybridge Capital. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools to manage a wide range of investment strategies across multiple custodial platforms.

Nathan Mc Kearney is a CFA® charterholder and holds Series 63 and Series 66 licenses, currently serving as a financial advisor at OSAIC with four years of industry experience. Prior to joining OSAIC, he worked at Eagle Strategies (NY Life), NYLIFE Securities LLC, Atlantic Planning Group, National Amusements Inc., Holt Renfrew, and SIR Corp. He is also involved with Wall Street Alliance Group, providing financial planning and investment advice. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset allocation software, and portfolio optimization tools, offering various investment programs and access to multiple custodial platforms.

Rosalie Maiorano is a financial advisor with OSAIC based in Brooklyn, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Royal Alliance Associates since 2005. In addition to her advisory role, she operates tax preparation businesses, including RVM Tax Services and Maiorano & Associates, Inc. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that offers advisory and brokerage services through a large network of financial advisers. The firm serves a diverse client base, including individual investors and institutions, and employs a comprehensive investment process combining risk assessment with portfolio optimization and a wide range of investment options.

Michael Lapaglia is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2018. In addition to his advisory role, he is involved in mortgage financing and insurance sales through his positions at Mid Island Mortgage Corp. and Crump Insurance Serv. He also assists with tax return preparation at Maiorano & Associates, Inc. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Brian Gallagher is a CFP® professional with 14 years of industry experience. He is currently with Osaic and has prior experience at Securities America Advisors and Araneo Tax and Financial, where he also provides tax preparation services and sells life insurance and fixed annuities. Osaic Wealth, Inc. is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, corporations, and nonprofits. The firm employs a technology-driven investment process combining risk assessment, asset allocation, and portfolio optimization, offering various advisory programs and access to multiple custodial platforms.

Johan Vako is a financial advisor with OSAIC based in New York, NY, holding the CFP® designation along with Series 63 and Series 66 licenses. He has six years of industry experience, including roles at Securities America Advisors and Wall Street Alliance Group. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of advisory and brokerage services through a large network of advisors.

William Gunderson is a financial advisor with Osaic Wealth, Inc. based in Brooklyn, NY, holding a Series 66 designation and three years of industry experience. His work history includes roles at Royal Alliance Associates, Maiorano & Associates, Sprint, and FinishLine. Outside of advising, he operates a sole proprietorship as an insurance agent selling fixed insurance products and also provides accounting services, including tax planning and preparation. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA broker-dealer serving a diverse client base that includes individuals, pension plans, corporations, and charities. The firm offers a range of advisory programs and combines risk-tolerance assessments with advanced portfolio management tools to deliver customized investment solutions.

Hyunseo Koo is a financial advisor at OSAIC based in New York, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. His prior roles include positions at Royal Alliance Associates, Sii, Prudential Insurance Company of America, and Pruco Securities LLC. Outside of advisory work, he is involved in insurance brokerage across property and casualty, life, annuities, long-term care, disability insurance, and health and group benefits. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a structured investment process incorporating risk-tolerance assessments, asset allocation software, and portfolio optimization, offering a wide range of investment products and advisory programs through a large network of financial advisors.

Dale Mccormick is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and SSN Advisory, Inc. Mccormick is also registered as an agent for fixed annuity and life insurance products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory services and investment strategies supported by advanced portfolio management tools and access to multiple custodial platforms.

Elissa Levy is a financial advisor at OSAIC with one year of industry experience. She holds a Series 66 designation and has prior experience at Raymond James Financial Services Advisors, QuantumView Wealth Management, and Ameriprise. Levy also has a background that includes roles outside the financial industry, such as work with the Japan Forum for Innovation and Technology and the University of California, San Diego. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Gerald Marino is a financial advisor with OSAIC based in Brooklyn, NY, holding a Series 66 designation and 15 years of industry experience. He has been associated with Royal Alliance Associates since 2011. Outside of advisory work, Marino prepares individual tax returns through Maiorano & Associates, Inc. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment strategies and platforms, supporting thousands of advisors and managing approximately $200 billion in assets.

Leonard Dangelo is a financial advisor with OSAIC in New York, NY, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He previously worked for American Portfolios Financial Services Inc. for 15 years and has been associated with Penn Plaza Associates for 40 years. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and custodial platforms, supporting thousands of advisors and managing approximately $200 billion in assets.

Linda Benlevy is a financial advisor at OSAIC with 39 years of industry experience. She holds a Series 63 designation and has worked previously at American Portfolios Financial Services, Inc., Cetera Advisors LLC, and Investors Capital Corporation. In addition to her advisory role, she is involved in the fixed life insurance and annuity business through Como Wealth Management Corp. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Deanna Blandino is a Series 66-licensed financial advisor with 10 years of industry experience. She currently works at OSAIC and previously held roles at Securities America Advisors and Securities America, Inc. Blandino also owns Tax and Relax Inc, a tax preparation and year-end tax planning business. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, asset allocation software, and portfolio optimization tools, offering a wide range of investment options and advisory programs.

Marciana Elliott is a financial advisor at OSAIC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates since 2015 and Guardian Life Insurance Company since 2010. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process using risk-tolerance questionnaires, asset-allocation software, and portfolio optimization tools, supporting a wide range of investment strategies and custodial platforms.

Wayne Brunck is a CFP® with 40 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at American Portfolios Financial Services, Inc. and Questar Asset Management/Questar Capital Corporation. Outside of his advisory role, he owns Partners in Planning, Inc., an insurance brokerage offering fixed annuities and various insurance products. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process combining risk tolerance assessments with portfolio optimization and offers access to multiple custodial platforms and alternative investment options.

Matthew Reichert is a financial advisor with Osaic, holding a Series 66 designation and over 21 years of industry experience. He has been with Osaic since 2004 and concurrently serves at St. Francis College. In addition to his advisory role, he operates a tax preparation business. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a technology-driven investment process that includes asset allocation, portfolio optimization, and access to various investment vehicles and third-party managers.

Roxanne Calabrese is a financial advisor at OSAIC with 17 years of industry experience. She holds the Series 66 designation and previously worked at Merrill and Woodbury Financial Services. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs a comprehensive investment process combining risk tolerance assessments with portfolio optimization tools.

Diana Curran is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for American Portfolios Financial Services, Inc. for 15 years. Outside of her advisory role, she provides pension consulting services to New York City school teachers. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Steven Millman is a financial advisor at OSAIC with 35 years of industry experience. He holds a Series 63 designation and previously worked at Securities America Advisors Inc. for 18 years. His background includes variable annuity sales through Securities America. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, plans, corporations, and charitable organizations. The firm employs a comprehensive investment approach that integrates risk-tolerance assessments with advanced portfolio management tools and offers access to a wide range of investment products and third-party managers.