Michael Grand is a CFP® professional with 20 years of industry experience. He is currently with Osaic, having joined in 2024, following prior roles at Fidelity Investments and Pacific Investment Management Company (PIMCO). Outside of his advisory work, he serves as a director on the board of a Manhattan residential cooperative and is the founder of RevUp Private Wealth, LLC. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services across comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation, portfolio optimization, and offers various program options including discretionary and third-party managed strategies.

Christopher Reilly is a financial advisor with OSAIC, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Rafferty Capital Markets, LLC, Cold Spring Harbor Asset Management, and Fidelity. Outside of his advisory work, he is involved in human resource cost reduction through Provision Corporation. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation and portfolio optimization, supported by various programs and third-party manager options.

Chase Grosse is a Series 66-licensed financial advisor with 10 years of industry experience, currently with Osaic since 2023. Prior to joining Osaic, he worked at Arete Wealth Advisors, National Securities Corporation, and Ameriprise Financial Services. He is also Managing Director at Freedom Wealth Partners, an S-Corporation providing investment advisory and insurance services through Osaic Wealth. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across various financial planning and investment programs. The firm utilizes a model-based approach to asset allocation and portfolio management, supported by proprietary tools and a broad affiliate network.

David Gustin is a financial advisor with Osaic Wealth, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. Before joining Osaic in 2021, he worked at Wells Fargo Clearing for five years and Janney Montgomery Scott for one year. Outside of his advisory role, he serves as president of the Melville Chamber of Commerce and holds board positions with several nonprofit organizations, including the Townwide Fund of Huntington and the Help America Hear Foundation. Osaic Wealth serves a diverse clientele including retail and institutional investors, providing brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering a range of managed portfolio options and third-party manager programs.

Jimmy Kuhn is a financial advisor at Osaic Wealth with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for American Portfolios Financial Services, Inc. for 15 years. Outside of his advisory role, Kuhn serves as president of the Goodfellow of Suffolk County nonprofit and is a board member of the Moonjumpers and PAL nonprofit organizations. Osaic Wealth serves a diverse client base including retail investors, institutional clients, retirement plan sponsors, and charities. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation, portfolio optimization, and a range of managed account solutions.

Dee Walker is a financial advisor at Osaic with 45 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms, including Sagepoint Financial, Royal Alliance, and Wells Fargo Clearing. Outside of his advisory role, he manages a social group for singles aged 55 and older that organizes events and networking opportunities. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services using a model-based investment approach focused on asset allocation and portfolio optimization.

Peter Janowsky is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2016, previously spending ten years with Janney Montgomery Scott. Outside of his advisory role, he serves as a moderator and panelist for a public access TV show focused on protecting seniors against financial exploitation. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting a range of strategies and third-party manager selections.

Daniel Elbaz is a financial advisor at Osaic with four years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at Wells Fargo Advisors and Woodbury Financial Services. He is also the president of DE Solutions NY Inc, although he currently has no active duties there. Osaic Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by various tools and multiple program options for advisors and clients.

Matthew Walsh is a financial advisor at OSAIC with 33 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. In addition to his advisory work, he provides guidance to seniors considering Medicare options through his independent sales activity. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services supported by a model-based investment approach that emphasizes asset allocation, portfolio optimization, and multiple program options.

Sergio Kindler is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial and INVEST Financial Corp. Kindler also serves as president of Amadev Corp., an S corporation. 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 utilizes model-based asset allocation and portfolio optimization supported by risk assessment tools and offers access to third-party managers and alternative investments.

Howard Asch is a financial advisor with Osaic who holds Series 63 and Series 65 designations and has 35 years of industry experience. He has been with Osaic since 2003. Outside of his advisory role, he is a partner at New York Financial Partners Inc., where he sells life insurance products. Osaic Wealth serves a diverse mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

Michael Jonas is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Merrill. He serves as a board member of Friends of Port Rowing Inc., a nonprofit organization. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment programs and third-party manager options.

David Calderon is a financial advisor at Osaic Wealth with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Newbridge Securities, Wells Fargo Clearing, and Morgan Stanley. Outside of his advisory role, he is also involved as a licensed insurance agent and financial advisor with IDT Capital Group Corp. Osaic Wealth 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 approach features model-based asset allocation, portfolio optimization, and a range of managed account strategies supported by proprietary tools and third-party managers.

Arben Kupi is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Woodbury Financial Services, Capital One Investing, J.P. Morgan Securities, Chase Investment Services, and Morgan Stanley. Kupi is also involved in his own financial advisory business, Kupi Wealth Management, LLC. 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 managed portfolios. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Geraldine Spinella is a financial advisor at OSAIC with 44 years of industry experience. She holds a Series 63 designation and has worked at firms including Raymond James & Associates, New York Wealth Management, and Janney Montgomery Scott. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform that supports a variety of investment programs and financial planning solutions.