Andrew Cameron is a financial advisor at Osaic with four years of industry experience and a Series 66 designation. He has previously worked at Royal Alliance and is also a tax preparer at Mid Island Tax. Outside of his advisory role, Cameron is a business teacher at South Country Central School District and serves as an assistant swim coach for the Sayville swim team. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance assessments and rebalancing strategies.

George Sucich is a CFP® with 42 years of industry experience, currently serving at OSAIC since 2017. His prior experience includes fourteen years at National Planning Corporation and ten years at Nathan & Lewis Securities, Inc. Outside of advising, he is the executive owner of George N Sucich Assoc, Inc., where he performs tax preparation and occasional life and health insurance sales. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services across various financial planning and portfolio management programs. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.

Christopher Santini is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2023. Prior to that, he was with Royal Alliance for six years and National Planning Corporation for two years. Santini is also a partner in Santini & Tastrom LLC, a financial advisory partnership. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services utilizing model-based asset allocation, portfolio optimization, and a multi-advisor platform with both proprietary and third-party investment strategies.

Robert Lyons is a financial advisor with OSAIC in Hauppauge, NY, holding Series 63 and 65 licenses and bringing 44 years of industry experience. His career includes roles at Royal Alliance, National Planning Corporation, and Nathan & Lewis Securities. Outside of advising, he is a partner in an apple orchard business, Southern Tier Apples LLC. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, with an investment process focused on model-based asset allocation and portfolio optimization.

Christopher Trombetta is a ChFC® credentialed financial advisor at OSAIC with 32 years of industry experience. He has worked at OSAIC since 2016 and previously spent 22 years with TIAA and TIAA-CREF. He serves as a board member for the John T. Schroeder Foundation, a nonprofit that awards scholarships to local high school graduates. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and access to third-party managers and proprietary strategies, supported by a complex platform with multiple affiliated entities.