Daniel Leahy is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, American Portfolios Advisors, and Equitable Advisors LLC. Outside of his advisory role, Leahy is involved in managing a financial services partnership and supports tax preparation activities in Holland, PA. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multi-advisor management platforms.

Bernard Rooney Jr. is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for American Portfolios Financial Services, Inc. for 12 years. He also owns Rooney & Hodgens LLC, an accounting and tax practice. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, financial planning, and portfolio management programs. The firm uses a model-based investment approach emphasizing asset allocation, risk tolerance, and portfolio optimization.