William Conklin is a CFP® professional with 32 years of industry experience. He has worked at OSAIC since 2018 and previously spent 25 years with Signator Investors, Inc. He serves as a member of the Open Space Committee in Ringwood, NJ. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Lori Colin is a CFP®-certified financial advisor with 14 years of industry experience. She is currently affiliated with OSAIC and has worked at Royal Alliance Associates, Inc. since 2018 and Jhfn Sii from 2012 to 2018. She also maintains a long-term association with Ferraro Agency, Ltd. Outside of advising, she acts as an insurance broker specializing in health, group benefits, life, annuities, long-term care, and disability insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm employs quantitative tools and a broad investment menu to construct portfolios tailored to client risk tolerance, offering both discretionary and non-discretionary management options.

William Oakes is a financial advisor at OSAIC with 24 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior work includes positions with Royal Alliance Associates, Inc. and Signator Investors Inc. Outside of his advisory role, Oakes serves as a board member of the Westfield Lacrosse Club, where he assists with scheduling and operations. OSAIC serves a broad range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various tools and platforms to construct client portfolios that may include a wide array of investment types and supports both discretionary and non-discretionary account management.

Michael Rose is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 22 years with Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. Rose is also a registered representative with Acorn Financial Services, where he provides financial consulting involving life insurance, variable products, and securities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jeffrey Steinmann is a CFP® professional with 26 years of industry experience. He has been with Osaic since 2018 and previously worked for John Hancock Mutual Life Insurance for 20 years. Outside of his advisory work, he serves as a varsity ski coach for a high school team. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios across various asset classes.

Janine Scura is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Sagepoint Financial, Inc. since 2015 and joined OSAIC in 2023. In addition to her advisory role, she is active as an insurance agent, providing insurance sales and services through two agencies. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes a range of tools such as asset-allocation models and automated rebalancing to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Robert Ritchie is a financial advisor at OSAIC with 18 years of industry experience. He holds the Series 66 designation and has worked at Royal Alliance Associates, Inc. since 2018 and previously at Jhfn Sii from 2011 to 2018. Outside of his advisory work, he serves as a college ice hockey and lacrosse referee and coaches youth and high school ice hockey. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers a range of financial services including brokerage and investment advisory, retirement plan consulting, unified managed accounts, and access to third-party money managers, using various asset-allocation tools and investment vehicles.

Steven Abbruzzese is a financial advisor at OSAIC with 45 years of industry experience. He holds the ChFC® and Series 63 credentials and has worked previously at Royal Alliance Associates, Inc. and Signator Investors, Inc. In addition to his advisory role, he is involved in insurance brokerage and serves as Senior Vice President for Sales and Development at Acorn Financial Services. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with investment options that include stocks, bonds, mutual funds, ETFs, and alternative investments, using various asset-allocation and portfolio management tools.

Joseph Oakes IV is a financial advisor at Osaic with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2018. His prior career includes roles at John Hancock Life Insurance Company and Signator Investors, Inc. He serves on the board of trustees for Seton Hall Preparatory School. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers and platforms. The firm provides integrated brokerage and advisory services with a portfolio approach that utilizes asset-allocation tools, risk-tolerance assessments, and access to third-party managers.

Michael Jones is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 designations and has 33 years of industry experience, including 27 years at Signator Investors, Inc. and 8 years at Royal Alliance Associates, Inc. In addition to his advisory work, he operates as a sole proprietor insurance broker focused on health insurance and disability income sales. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, institutions, and corporations through a network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes.

Robert Ferrari is a financial advisor at OSAIC with 33 years of industry experience. He previously worked at Signator Investors, Inc. for 26 years before joining OSAIC in 2018. He holds Series 63 and Series 65 designations. Outside of his advisory work, he serves as a director of the nonprofit foundation Above and Beyond with Michael, which supports philanthropic initiatives including scholarships and the provision of PPE to medical offices in New Jersey. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of financial advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to various managed account solutions, utilizing asset-allocation tools and risk assessment methodologies to construct portfolios that may include a wide range of investment products.

Nicholas Hanley is a CFP® with 14 years of industry experience, currently affiliated with OSAIC. He previously worked at Royal Alliance Associates, INC. and Jhfn Sii. Hanley serves as Director of Compliance at Acorn Financial Services, overseeing supervision and compliance for approximately 70 financial advisors. OSAIC serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services with a focus on diversified portfolios constructed using firm-provided asset-allocation tools and automated rebalancing.

Christopher Spencer is a financial advisor with OSAIC in Livingston, NJ, holding Series 63 and Series 66 licenses and having 24 years of industry experience. His work history includes positions at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. He also owns a wealth management sole proprietorship called Neoni Wealth Strategies. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools, risk assessments, and various managed account platforms.

Jacob Steinmann is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and previously worked at Sii. Outside of his advisory role, he is president of Steinmann Enterprises Inc., a delicatessen business, and has been a silent partner in Coilpod LLC, a manufacturer and distributor of refrigeration cleaning supplies. OSAIC Wealth, Inc. serves a diverse client base, including individuals, institutions, and charitable organizations, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with portfolio construction supported by various asset-allocation tools and access to multiple investment platforms.

Jeffrey Susskind is a financial advisor at OSAIC with 37 years of industry experience. He holds a Series 63 designation and has worked at Royal Alliance Associates, Inc. since 2018 and at Jhfn Sii from 2010 to 2018. In addition to his advisory role, he is the president of JBN Benefits Consultants, LLC, which specializes in health and group benefits insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with a range of investment options and utilizes asset-allocation tools and third-party platforms to construct and manage client portfolios.

Dean Ludwig is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2018, following eight years at Jhfn Sii. In addition to his advisory role, Ludwig is involved in tax preparation through Tee To Green Financial, LLC, which he has been a member of since 2008. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk assessment, and automated rebalancing to manage a wide range of investment products on both discretionary and non-discretionary bases.

Michael Mchugh is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Royal Alliance Associates, Inc. and Signator Investors, Inc. He is also involved as a wealth manager with ACORN Financial Services and operates a sole proprietorship as an insurance broker. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs firm-provided asset-allocation tools and supports various account management options, including discretionary and non-discretionary portfolios.

Mark Lalin is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. for 14 years. In addition to his advisory role, he owns Mark S. Lalin & Associates, Inc., a corporation engaged in insurance sales and related services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a range of integrated brokerage and advisory services and employs various asset allocation and portfolio management tools across multiple investment vehicles.

Jarrod Burke is a financial advisor with Osaic Wealth, Inc. in Livingston, NJ, holding Series 63 and Series 65 credentials and over 24 years of industry experience. He was previously with Signator Investors, Inc. for 16 years before joining Osaic in 2018. In addition to his advisory role, he is active as a Certified Financial Planner and insurance broker through Acorn Financial Services, where he combines insurance and investment services. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a large network of affiliated advisers. The firm utilizes asset-allocation tools and multiple advisory platforms to construct customized portfolios with a range of investment options, providing both discretionary and non-discretionary account management.

Eric Weissman is a financial advisor at OSAIC with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC, he worked at Royal Alliance Associates, Inc. and Jhfn Sii. Weissman also serves as an insurance broker providing health, life, disability, long-term care insurance, and fixed annuity counseling through Acorn Financial. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to manage portfolios that include a range of investment products.