Miguel Rodriguez is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at OSAIC since 2004 and has held roles at Eq Financial Consultants, Inc. and The Equitable Life Assurance Society of the United States since 1999. Outside of his advisory work, he serves on the boards of several nonprofits, including The Christian Community Foundation of South Florida, Sheridan House, Inc., and Sheridan Family House Ministries, Inc., and is a managing partner at Rodriguez/Kinzbrunner Certified Public Accountants, LLP. OSAIC Wealth serves a diverse client base consisting of retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization tools alongside discretionary and third-party manager strategies.

Sean Rath is a financial advisor at Osaic with a Series 66 designation and two years of industry experience. He previously held roles at Katz Yeshiva High School and Palm Beach State College. In addition to his advisory work, Rath is an instructor for an online life skills course offered through Adventure EXP. Osaic Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supporting a broad range of managed and third-party strategies.

Noah Estrin is a financial advisor at Osaic with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Osaic since 2004, following two years at Equitable Advisors. Outside of his advisory role, he owns Estrin Asset Management, Inc., a corporation involved in marketing and sales of life insurance, fixed annuities, long-term care, disability, and health insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. Its investment approach focuses on model-based asset allocation, portfolio optimization, and a range of managed account strategies supported by risk analysis tools.

Robert Friedman is a financial advisor at OSAIC with 51 years of industry experience. He holds Series 63 and Series 65 designations and has been with OSAIC since 2004. Prior to that, he worked at RMF Financial, Inc. since 1999 and at PRUCO Securities, LLC from 1999 to 2003. Outside of his advisory work, he serves on the boards of the Urban League and the Hospice of Palm Beach County Foundation and volunteers with the Palm Beach County Sheriff’s Office assisting detectives. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that supports individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services across various programs emphasizing model-based asset allocation and portfolio optimization, supported by a complex affiliate network and private-equity ownership.

Howard Hechtman is a financial advisor at Osaic with one year of industry experience. He holds a Series 65 designation and has been self-employed since 1989, providing accounting and tax services as a CPA through his sole proprietorship. Osaic Wealth serves a diverse clientele including individual investors, retirement plans, charities, and corporate clients. The firm utilizes a multi-advisor platform offering brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by various analytical tools.