Anthony Macaluso is a financial advisor at OSAIC with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked with Woodbury Financial Services and Capital One Investment Services. Outside of his advisory role, Macaluso is the founder of NILSOLUTIONS, a company developing a cyber security brand protection platform focused on digital identity in the age of AI. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs advanced asset-allocation tools and supports a broad range of investment vehicles and third-party managed-account solutions.

Michael Higgins is a financial advisor at OSAIC with 28 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Woodbury Financial Services Inc and Fidelity Brokerage Services LLC. Higgins also advises on fixed annuity and insurance solutions. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors and platforms. The firm provides integrated brokerage and advisory services with a focus on diversified portfolio construction using various asset classes and third-party money managers.

Chris Livingston is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities, LLC and Santander Bank, NA. He is also an associate at Oakfield Wealth Management. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment platforms.

Tommy Lam is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at Woodbury Financial Services, Inc., Sharebuilder 401 K, Capital One Sharebuilder, Inc., and Capital One Financial Advisors. He is also involved with GoldenCare Solution Services LLC, providing Medicare supplement plan selection to clients. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers brokerage and advisory services alongside financial planning and retirement consulting, utilizing various portfolio construction tools and third-party managers.

Teodor Tanjala is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial Services, Santander Securities, and Santander Bank. Outside of his work at OSAIC, he provides fixed life and fixed annuity products through his sole proprietorship, Prosperity / SBLI. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Derek Laird is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Santander Securities, LLC and Santander Bank, NA. He also works as a contractor at Oakfield Wealth Management Group LLC. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and uses a variety of investment strategies and tools to manage portfolios across multiple asset classes.

Andrew Keating III is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and having 32 years of industry experience. His prior roles include positions at LPL Financial Corporation and Woodbury Financial Services Inc. Keating is also involved in several business activities related to securities and insurance, including serving as president of a sole proprietorship and working with Oakfield Wealth Management and FIS Marketing. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of financial advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party managers, utilizing tools such as asset-allocation models and automated rebalancing to manage diversified portfolios.

Christopher Vazquez is a financial advisor with OSAIC, holding a Series 66 designation and bringing 23 years of industry experience. His prior work includes roles at Woodbury Financial Services, Santander Securities, LPL Financial, and several other firms. Outside of his advisory work, he is involved in multiple entrepreneurial ventures, including owning e-commerce businesses and starting remote cleaning service companies, as well as providing college planning information to students and families. OSAIC Wealth, Inc. services a diverse client base ranging from individual investors to large institutional entities, offering integrated brokerage and advisory services. The firm utilizes proprietary tools and third-party platforms to construct diversified portfolios and supports a variety of account management options and legacy program transitions.

Michael Lieberman is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services, LPL Financial, and Capital One Financial Advisors. Outside of his advisory work, he is a silent partner in a beauty corporation operated by his wife. OSAIC Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, and institutions, providing integrated brokerage, advisory services, and financial planning through a large network of affiliated advisors. The firm utilizes various asset-allocation and portfolio management tools and offers access to third-party money managers and wrap programs.

William Klein is a financial advisor at OSAIC with six years of industry experience. He previously worked at Woodbury Financial Services, Wealth Advisory Group, and Doyle B Shaffer Inc. Klein is also involved with Oakfield Wealth Management and Klein Wealth Management, focusing on client relations and fixed annuity sales. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services supported by various investment platforms and third-party managers.

Peter Dafniotis is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Santander Securities, LLC and Santander Bank, NA. He also contracts with Oakfield Wealth Management Group LLC in a financial services capacity. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Brandon Fernandes is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, LPL Financial, Sterling National Bank, Financial Resources Group, and Capital One Bank. In addition to his advisory role, he provides insurance products to clients and serves as a contractor for Oakfield Wealth Management Group LLC. OSAIC serves a diverse client base including retail and institutional investors, offering a range of services such as brokerage, investment advisory, financial planning, and retirement plan consulting. The firm employs various portfolio construction tools and supports multiple advisory platforms to deliver customized investment solutions.

Lawrence Chodash is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 credentials, and has previously worked at Woodbury Financial Services Inc, Santander Securities, LLC, and Santander Bank, NA. In addition to his advisory role, he owns a sole proprietorship focused on life insurance and fixed annuities and is involved with Oakfield Wealth Management Group, an LLC focused on insurance compensation and team organization. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing tools such as asset-allocation models and automated rebalancing, with portfolios that may include a wide range of asset types managed on discretionary or non-discretionary bases.

Francisco Olarte is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial Services and Capital One Bank. In addition to his advisory role, he serves as an investment representative at SHR Wealth Management and is a licensed notary public. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and investment advisory services utilizing a variety of asset-allocation tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Alex Kim is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services, ShareBuilder 401K, Capital One Sharebuilder, CAP, and Chase Investment Services Corp. Outside of his advisory role, he is president of SHR Wealth Management LLC and a partner/owner of GoldenCare Solution Services LLC, which focuses on Medicare supplement education and marketing. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to construct portfolios across various asset classes, with options for discretionary or non-discretionary management.

Michael Dispirito is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Inc. and Capital One Investing, LLC. Outside of his advisory role, he owns a multifamily rental property and serves as president of Stonebridge Wealth Management, a business entity related to his employment structure. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, leveraging asset-allocation tools and third-party managers to construct diversified portfolios tailored to client needs.

Tyler Sherry is a financial advisor at Osaic with four years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services Inc, Baxter, Smith & Shapiro P.C., and Morgan Stanley. Outside of his advisory role, he is involved with Capital Wealth Asset Management, LLC, where he assists financial advisors with administrative and support tasks. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of financial advisers and advisory platforms. The firm integrates brokerage and investment advisory services, offering portfolio construction using asset allocation tools and access to third-party money managers.