Patrick Allaire is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been associated with Osaic since 2024 and has operated Allaire Financial and Allaire Financial Strategies since 1999. Outside of his advisory role, he serves as President and CEO of Allaire Financial Strategies, which also engages in insurance sales. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party platforms to construct and manage customized portfolios across multiple asset classes.

Keith Schottman is a financial advisor at Osaic with 19 years of industry experience. He holds Series 63 and Series 66 designations and worked previously at Securities America Advisors and Securities America Inc. for 14 years. Schottman serves as a board member and past president of the Buffalo Rotary Club, as well as holding positions on the Buffalo Rotary Foundation board, the St Benedict School Board, and the Supervisory Committee of the Town of Cheektowaga Employees Federal Credit Union. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios, which can be managed on discretionary or non-discretionary bases.