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Amanda G
Series 66, Series 63
Port Jefferson Station, NY
OSAIC
Amanda Gonzalez is a financial advisor with OSAIC and holds Series 66 and Series 63 licenses. She has nine years of industry experience, including prior roles at Securities America Advisors and AXA Advisors, LLC. Outside of advisory services, she is involved with Heritage Harbor Financial Associates and Highland Capital Brokerage, focusing on insurance sales and fixed annuities. OSAIC serves a diverse range of retail and institutional clients by offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that incorporate various investment products, with accounts managed on both discretionary and non-discretionary bases.
Frederick A
Series 63, Series 65
Port Jefferson Station, NY
OSAIC
Frederick Azzurro is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and AXA Advisors. Azzurro is also involved as a member in several LLCs unrelated to investment activities and serves as a trustee administering a family trust. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various investment types.
John D
Series 63
Port Jefferson Station, NY
OSAIC
John Dinkelmeyer is a financial advisor with OSAIC, holding a Series 63 designation and 11 years of industry experience. He has worked at firms including Securities America Advisors, AXA Advisors, and New York Life Insurance Company. Outside of his advisory role, he works weekends at La Buena Vida, a restaurant in Moriches, NY. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs various asset allocation and portfolio management tools, supporting both discretionary and non-discretionary accounts with a wide range of investment options.
Michael B
CFP®, ChFC®, Series 63, Series 66
Port Jefferson Station, NY
OSAIC
Michael Butensky is a CFP® and ChFC® with 37 years of experience in the financial services industry. He is currently with OSAIC and has previously worked at Securities America Advisors, Axa Advisors, and New York Life-related firms. He is a managing partner of Heritage Harbor Financial Associates, an LLC providing financial services, and holds a fixed annuity agent position with Athene. He is also a licensed notary. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisors, offering integrated brokerage and investment advisory services that include financial planning, retirement plan consulting, and access to various third-party money managers and managed-account solutions.
John T
Series 63
Port Jefferson Station, NY
OSAIC
John Thomson Jr. is a financial advisor with OSAIC, holding a Series 63 designation and bringing 33 years of industry experience. His prior roles include positions at Securities America Advisors, AXA Advisors, Mass Mutual Life Insurance Company, and MSI Financial Services. In addition to his advisory work, he engages in outside fixed insurance sales focused on servicing and renewing existing clients. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services along with access to multiple third-party investment platforms. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management to deliver customized investment solutions.
Scott Z
ChFC®, Series 63, Series 65
Port Jefferson Station, NY
OSAIC
Scott Zambelli is a financial advisor at OSAIC with 39 years of industry experience and holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Securities America Advisors, AXA Advisors, and managing Heritage Harbor Financial Associates. Outside of his advisory duties, he is involved in community service as First Vice President of the Suffolk County Police Athletic League and serves on the advisory board of the Kortright Kares Foundation, a charitable organization. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services through a broad network of affiliated advisors and multiple investment platforms.
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