Andrew Mastrole is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior roles include positions at United Rentals, St. John's University, and municipal government in Westhampton Beach and Southampton. OSAIC serves a diverse client base—including retail investors, retirement plan sponsors, charities, and corporate clients—through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process relies on model-based asset allocation and portfolio optimization, supporting a range of strategies and third-party managers.

Anthony Martino is a financial advisor at Osaic with 11 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 13 years. Martino operates under the DBAs Latitude Wealth Advisors and Steadwise Wealth Advisors, providing comprehensive financial planning services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach with portfolio optimization and offers a range of brokerage and advisory services through a multi-advisor platform.

Jonathan Rekedal is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. He has been involved with the Community Synagogue of Rye since 2016. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and unified managed accounts. The firm is notable for its scale, recent consolidation activity, and a complex affiliate network supporting diverse investment strategies.

Robert Martino Jr. is a CFP® and ChFC® with 23 years of industry experience. He is currently with OSAIC and was previously at Ameriprise Financial Services, Inc. for 19 years. Martino serves on the board of the Boy Scouts of America Suffolk County Council and is CEO of MBPG Assoc Inc., a financial advisory firm. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, with options for discretionary and advisor-managed strategies.

Nicholas Kurdziel is a financial advisor at Osaic with one year of industry experience. He holds the Series 66 designation and has previously worked at Coastal Business Marketing and in education within the Sachem school district for 14 years. Outside of finance, he has been involved with Shaolin Self Defence Centers of Bayport. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a variety of discretionary and third-party managed strategies.

Mark Harris is a financial advisor with Osaic, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years and Investors Capital Corp. for ten years. Harris is also involved in selling insurance as part of his comprehensive client advice. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and rebalancing tools.

Jason Harris is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Osaic Wealth, Inc., having joined in 2024, and previously worked with Ameriprise Financial Services, Inc. for eight years. He serves as treasurer and board member for the nonprofit Hero Spirit Project. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by a complex affiliate network and private-equity ownership.