Lee Rosenblum is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including SagePoint Financial, LPL Financial, and SII Investments. In addition to his advisory role, Rosenblum operates a tax preparation business and holds real estate and insurance licenses, occasionally working on referrals and annuity commissions. OSAIC serves a diverse client base including individual and institutional investors, offering brokerage, investment advisory, financial planning, and retirement consulting services. The firm provides a range of portfolio management tools and access to third-party managers, supporting both discretionary and non-discretionary accounts.

Kenneth Hauck is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OSAIC in 2024, he worked for American Portfolios Financial Services, Inc. for 22 years and has been involved with 401 K Exchange since 2000. He is also involved in insurance and fixed annuities through PPS Advisors, Inc. OSAIC serves a broad mix of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed accounts and third-party money managers.

Kathryn Ramos is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Sagepoint Financial, LPL Financial, Rosenblum Wealth Management, and SII Investments. Outside of her advisory role, she works as a delivery driver for Amazon Flex. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing a range of tools and third-party platforms to manage portfolios across various asset classes.

Michael Arena is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. for 14 years. Arena also owns a business consulting firm and is involved in insurance sales and family trust management. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios tailored to client preferences.