Robert Vogel is a CFP® with 44 years of industry experience, currently serving as an advisor at OSAIC since 2023. He previously worked at FSC Securities Corporation for 14 years. Vogel is the treasurer of the Erie County Law Enforcement Foundation and a director of the 100 Club of Buffalo, both nonprofit organizations supporting law enforcement and emergency service communities in Western New York. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm combines brokerage and advisory services with various investment platforms and third-party solutions, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Kathleen Keefe is a financial advisor at OSAIC with 24 years of industry experience. She holds a Series 63 designation and previously worked for FSC Securities Corporation for 20 years. In addition to her advisory role, she is involved with Northeast Group, where she provides insurance services, and she assists with design work at a local gift shop. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with access to multiple investment platforms and third-party managers. The firm employs various asset-allocation tools and portfolio management options to meet client needs.

Carlo Runca is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and previously worked for FSC Securities Corporation for 24 years. He is also the owner of Runca Financial Services, a sole proprietorship involved in the sales and service of securities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across a variety of investment vehicles.