Robert Cohen is a CFP®-designated financial advisor with 29 years of industry experience. He is currently with OSAIC and has prior experience at American Portfolios. Cohen also serves as COO of W.J. Cox Associates, Inc., and is co-owner of a tennis club. He holds a part-time teaching position at Canisius College. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and utilizes proprietary asset-allocation tools and third-party solutions to manage portfolios across various asset classes.

Jason Cohen is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Osaic and has previously worked at American Portfolios Financial Services, Bessemer Trust, and UBS Financial Services. He has also been affiliated with the University of Pittsburgh for over a decade. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various tools and third-party solutions to construct and manage portfolios across diverse asset classes.