Roger Correa is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Securities, Alpha Omega Wealth Partners, and Axa Advisors. Correa is based in Pompano Beach, Florida. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party managers.

Dana Bernard is a financial advisor with OSAIC, holding Series 63 and Series 65 registrations and over 33 years of industry experience. She has been with OSAIC since 1993 and has operated her own sole proprietorship since 1988, where she also acts as a broker and offers life, long-term care, and disability insurance as part of comprehensive financial planning. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing a multi-advisor platform with a focus on model-based asset allocation and portfolio optimization across various advisory and brokerage programs.

Christopher Dewolfe Jr. is a financial advisor with OSAIC Wealth Inc. in Pompano Beach, FL, holding Series 63 and 66 licenses and bringing 30 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 14 years. Outside of his advisory role, he is a managing partner of Investment Consulting Group LLC, where he provides investment advice and wealth management services. OSAIC Wealth serves a diverse client base of retail and institutional investors through a multi-advisor platform, offering brokerage and advisory services that include financial planning, portfolio management, and retirement plan consulting. The firm employs a model-based investment process with various portfolio strategies and supports accounts transitioned from multiple legacy programs.