William Conklin is a CFP® professional at OSAIC with 33 years of industry experience. He worked for 25 years at Signator Investors, Inc. before joining OSAIC in 2018. Outside of his advisory role, he serves as a member of the Open Space Committee in Ringwood, NJ. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through various programs, emphasizing model-based asset allocation and portfolio optimization supported by technology and multiple management strategies.

Lori Colin is a CFP® certificant with 14 years of industry experience, currently affiliated with OSAIC. She has worked at Royal Alliance Associates, Inc. since 2018 and previously held roles at Jhfn Sii and Ferraro Agency, Ltd. Outside of advisory work, she is involved in insurance brokerage focusing on health, group benefits, life, annuities, long-term care, and disability insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and a range of customizable investment strategies.

William Oakes is a CFP® professional with 24 years of experience in the financial industry. He is currently affiliated with OSAIC and has worked with Royal Alliance Associates, Inc. and Signator Investors Inc. Outside of his advisory role, he serves as a board member of the Westfield Lacrosse Club. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management supported by model-based asset allocation and risk assessment tools.

Michael Rose is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, Inc. since 2018. Prior to that, he spent over two decades at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. His background includes work as a financial consultant and insurance agent. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supported by various tools and multiple program options.

Jeffrey Steinmann is a CFP®-certified financial advisor 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 role, he serves as a varsity ski team coach in Rye, New York. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization tools and offers both brokerage and advisory services across multiple program types.

Janine Scura is a financial advisor at OSAIC with 11 years of industry experience. She holds the Series 65 and Series 63 designations and has worked at Sagepoint Financial, Inc. since 2015 before joining OSAIC in 2023. Outside of her advisory role, she also provides insurance sales and services as an insurance agent. OSAIC Wealth serves a diverse clientele including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and the use of third-party managers and proprietary models.

Robert Ritchie is a financial advisor at Osaic with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Royal Alliance Associates, JHFN SII, and Equitable Advisors. Outside of his advisory work, he serves as a college ice hockey and lacrosse referee and coaches youth and high school ice hockey. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform featuring brokerage and advisory services, model-based asset allocation, portfolio optimization, and access to alternative investments through third-party platforms.

Steven Abbruzzese is a financial advisor at OSAIC with 46 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Royal Alliance Associates in 2018, he worked for Signator Investors, Inc. for 38 years. Outside 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 range 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 approach is model-based with portfolio optimization tools and supports discretionary strategies, third-party managers, and alternative investments.

Joseph Oakes IV is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at John Hancock Life Insurance Company and Signator Investors, Inc. He serves on the Board of Trustees at Seton Hall Prep School. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various tools and third-party manager options.

Michael Jones is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc. since 2018, following a 27-year tenure at Signator Investors, Inc. In addition to his advisory role, Jones operates as a sole proprietor insurance broker specializing in health insurance and disability income sales. OSAIC Wealth serves a diverse client base including retail investors, high-net-worth households, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services using a multi-advisor platform with an investment approach centered on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Robert Ferrari is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He worked at Signator Investors, Inc. for 26 years before joining OSAIC in 2018. Outside of his advisory roles, he serves as a director of the nonprofit foundation Above and Beyond with Michael, which supports philanthropic efforts such as scholarships and providing PPE to medical offices in New Jersey. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple program options delivered through a complex affiliate network.

Nicholas Hanley is a CFP® with 14 years of industry experience, currently serving at Osaic. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent seven years at Jhfn Sii. In addition to his advisory role, Hanley is the Director of Compliance for Acorn Financial Services, overseeing supervision and compliance for approximately 70 financial advisors. 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 centers on model-based asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and efficient frontier analysis.

Christopher Spencer is a financial advisor with Osaic Wealth who holds Series 63 and Series 66 licenses and has 24 years of industry experience. He previously worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. He is also the owner of Neoni Wealth Strategies, a sole proprietorship used for his wealth management and broker-dealer business activities. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach that includes portfolio optimization and risk-tolerance analysis, supporting various managed account strategies and third-party money manager programs.

Jacob Steinmann is a financial advisor at Osaic with nine years of industry experience. He holds a Series 66 designation and has worked at Osaic since 2018. He has prior experience at Sii and has been involved in entrepreneurial ventures, including a delicatessen business where he serves as president and a silent partner in a refrigeration cleaning supplies manufacturing company. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering a variety of advisory and brokerage services across multiple programs and maintaining a complex network of affiliated entities.

Jeffrey Susskind is a financial advisor at OSAIC with 37 years of industry experience. He holds a Series 63 designation and has held roles at Royal Alliance Associates, Jhfn Sii, Summit Financial Resources Inc, and Summit Equities, Inc. Outside of his advisory work, he is president of JBN Benefits Consultants, LLC, focusing on health and group benefits insurance brokerage. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides both brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization tools.

Dean Ludwig is a financial advisor at Osaic with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jhfn Sii from 2010 to 2018. Ludwig is also involved with Tee To Green Financial, an LLC focused on tax preparation, and serves as an insurance broker specializing in health and group benefits. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm employs a model-based investment process with a range of programs such as comprehensive financial planning, advisor-managed portfolios, and third-party money manager options.

Michael Mchugh is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Royal Alliance Associates since 2018 and previously spent 30 years at Signator Investors. Outside of his advisory roles, he operates an LLC focused on financial and insurance product sales and investment advisory services. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. Its investment approach incorporates model-based asset allocation, portfolio optimization, and a range of managed account options supported by various analytical tools and third-party managers.

Mark Lalin is a financial advisor at Osaic with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Sagepoint Financial, Inc. and Osaic Services, Inc. He is also the owner of MARK S. LALIN & ASSOCIATES, INC., a corporation involved in insurance sales and related services. Osaic Wealth serves a broad range of clients including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Jarrod Burke is a financial advisor with OSAIC in Livingston, NJ, holding Series 63 and Series 65 licenses with 24 years of industry experience. He previously worked at Signator Investors, Inc. for 16 years before joining OSAIC in 2018. Outside of his advisory role, he is involved with Acorn Financial Services, Inc. as a certified financial planner and insurance agent. OSAIC Wealth serves a diverse group of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, portfolio management, and retirement plan consulting. The firm utilizes a model-based investment process emphasizing asset allocation, portfolio optimization, and risk management, supported by discretionary and third-party strategies.

Eric Weissman is a financial advisor with Osaic, holding the ChFC® designation and Series 63 and 65 licenses, and has 33 years of experience in the industry. His work history includes roles at Royal Alliance Associates, Jhfn Sii, and Signator Investors. Outside of advisory services, he is involved as an insurance broker specializing in life, health, disability, long-term care insurance, and fixed annuities through Acorn Financial. Osaic Wealth 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 with an emphasis on model-based asset allocation and portfolio optimization, supporting multiple custodial platforms and third-party investment managers.