Daniel Leahy is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked previously at American Portfolios Financial Services, American Portfolios Advisors, and Equitable Advisors LLC. Outside of his advisory role, Leahy is involved as managing director at Capital Wealth & Tax Management, LLC, where he sells fixed insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party solutions to construct and manage portfolios across multiple asset classes.

Bernard Rooney Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 12 years and has managed Rooney Tax & Capital Management since 2002. Outside of his advisory role, he owns Rooney & Hodgens LLC, an accounting and tax practice. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering brokerage and advisory services through a broad network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios with various investment vehicles and supports both discretionary and non-discretionary account management.