Christopher Bergmann is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and previously worked at American Portfolios Financial Services Inc. from 2018 to 2024 and Eastern Suffolk BOCES from 2013 to 2018. Outside of finance, he owns Chris Bergmann Photography, specializing in sports and event photography since 2012. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Geoffrey Brown is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and previously worked for American Portfolios Financial Services, Inc. for ten years. Outside of his advisory role, he is a registered sales assistant at American Premier Financial Group, focusing on insurance and wealth planning. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, providing advisors with various discretionary and non-discretionary management options.

Ronald Bergmann is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2024, he worked for American Portfolios Financial Services, Inc. for 23 years. Outside of his advisory role, he is president and owner of American Premier Financial Group, an insurance business. OSAIC serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and operates a complex network of affiliated broker-dealers, asset managers, insurance, and trust companies.