Roger Correa is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Financial Securities, Alpha Omega Wealth Partners, and Axa Advisors. Based in Pompano Beach, FL, he joined OSAIC in 2025. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering brokerage and advisory services through a large network of advisers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Dana Bernard is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with OSAIC since 1993. In addition to her advisory role, she operates a sole proprietorship as a broker, offering life, long-term care, and disability insurance as part of comprehensive financial programs. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio management tools, access to third-party money managers, and various investment solutions.

Christopher Dewolfe Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 credentials and was previously with Wells Fargo Advisors Financial Network LLC for 14 years. Dewolfe has co-ownership interests in real estate entities connected to investment advisory office space in Birmingham, Michigan. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage, investment advisory, financial planning, and managed account services. The firm employs asset-allocation tools and third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.