Mickey Goldberg is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and has previously worked at Sagepoint Financial, Inc. and Bard Financial Services Inc. Outside of advising, he occasionally sells sports memorabilia and sports cards through eBay. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to construct diversified portfolios on both discretionary and non-discretionary bases.

Kenneth Spitzbard is a financial advisor at Osaic Wealth, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Sagepoint Financial, Inc. and Bard Financial Services, where he continues to serve as president. He is a member of the investment oversight committee for the Jewish Foundation of Greater New Haven. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides a range of services including brokerage, investment advisory, financial planning, retirement consulting, and access to third-party managers, using firm-provided tools and multiple advisory platforms.