Robert Cohen is a CFP® with 29 years of industry experience, currently affiliated with OSAIC since 2024. He has held prior positions at American Portfolios for 18 years and serves as COO of W.J. Cox Associates, Inc., where he has worked for 30 years. Outside of advisory roles, he is co-owner of Miller Tennis, a tennis club in Williamsville, NY, and also teaches part-time. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm employs a variety of asset allocation tools and offers integrated brokerage, investment advisory services, and access to third-party money managers.

Jason Cohen is a CFP® professional with seven years of industry experience currently advising at OSAIC. His prior roles include positions at American Portfolios Financial Services, Inc., Bessemer Trust, and UBS Financial Services. He also has a long-standing association with the University of Pittsburgh spanning over a decade. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated financial advisers and multiple platforms. The firm employs advanced portfolio construction tools and a variety of investment options while supporting legacy platform transitions and third-party managed-account solutions.