Thomas Tette is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 credential and has worked previously at Securities America Advisors, Inc. and Cambridge Investment Research Advisors. Outside of advising, he serves as managing partner of a CPA firm and acts as treasurer for the GC Education Foundation. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by a multi-advisor platform and a broad range of investment programs.

David Younis is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Osaic since 2024. His prior experience includes roles at Securities America Advisors and Cambridge Investment Research. Outside of his advisory work, he is a sole member of Weirdery, LLC, a tree farm specializing in black walnut timber and saplings, and serves as treasurer for the Partnership for Ontario County, a local nonprofit organization. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio solutions. The firm employs a model-based investment approach that incorporates asset allocation, portfolio optimization, and risk management tools, supporting discretionary and advisor-managed strategies across various account types.

Mariah Patrizi is a financial advisor at OSAIC with a Series 66 credential and three years of industry experience. She has held roles at SagePoint Financial, Inc., Financial Freedom Group, and UnitedHealthCare, among others. Outside of advising, she operates a sole proprietorship assisting clients in selecting Medicare Advantage insurance plans. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services utilizing a multi-advisor platform with model-based asset allocation and portfolio optimization tools.

Patrick Ryan is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior roles include positions at FSC Securities Corporation and UBS Financial Services. He is also a committee member at Heritage Christian Services, where he contributes to fundraising and charity event organization. OSAIC is a multi-advisor platform that serves retail and institutional clients, offering brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and risk management.

Susan Light is a financial advisor at OSAIC with 26 years of industry experience and holds Series 63 and Series 66 licenses. Her prior roles include positions at Sagepoint Financial, Stratos Wealth Partners, LPL Financial, The Patriot Financial Group, and METLIFE Securities. Outside of advisory work, she is a certified travel specialist with a part-time business planning travel services. OSAIC serves a diverse clientele including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation, portfolio optimization, and access to third-party and proprietary investment strategies.

Kenneth Ingersoll is a financial advisor at Osaic Wealth with 19 years of industry experience. He holds a Series 66 credential and has previously worked at Securities America Advisors, Inc. and Cambridge Investment Research. Ingersoll is also a partner at Allied CPAs P.C. and serves as vice president of Allied Financial Services, Inc. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment approach emphasizing asset allocation, portfolio optimization, and the use of unified managed accounts and third-party managers.

Aimee Cummings is a financial advisor at Osaic with 18 years of industry experience. She holds a Series 66 designation and has worked at multiple firms including Securities America Advisors, ESL Investment Services, LPL Financial, and Wall Street Financial Group. Outside of her advisory role, she is an independent artist. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services featuring model-based asset allocation, portfolio optimization, discretionary strategies, and access to alternative investments.

Melissa Blanco is a financial advisor at Osaic with Series 66 credentials and two years of industry experience. She has held roles at Ciccarelli Advisory Services, Inc. and other firms, and is also a Notary Public. At Ciccarelli Advisory Services, she worked as a Client Services Associate supporting independent RIA operations. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, providing advisors with discretionary management options and access to third-party managers and proprietary models.

Timothy Brown is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Securities America, Park Avenue Securities, and Guardian Life Insurance Company. Outside of advising, he has participated in a partnership role as a Wealth Management Assistant, supporting client servicing and advisor tools. OSAIC serves a wide range of clients, including individual investors, retirement plans, charities, and corporations, providing brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization supported by various tools and offers both discretionary and third-party manager strategies.

Jacob Sadwick is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with Osaic Wealth. His prior experience includes roles at Securities America Advisors, Inc., Morgan Stanley Private Bank, and the University of Rochester. He is a partial owner of Allied Financial Services, an LLC through which he operates as a financial advisor. 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 featuring asset allocation, portfolio optimization, and a range of advisory services delivered through a multi-advisor platform.

Robert Lukasik is a financial advisor with OSAIC in Rochester, NY, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at OSAIC since 2023 and previously at SagePoint Financial, Inc. He is also a sole proprietor of Genesis Insurance Group, where he assists clients with Medicare, health, and life insurance policies. In addition, he performs building and business inspections and has longstanding experience in the transportation industry. OSAIC serves a diverse client base, including retail and institutional investors, retirement plan sponsors, and corporate clients, offering a wide range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and operates a complex affiliate network and multi-advisor platform.

Alyssa Cruz is a financial advisor at OSAIC Wealth with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked as an executive assistant at Financial Freedom Group. Outside of finance, Alyssa is active as a freelance content creator on Instagram and TikTok. OSAIC Wealth serves a diverse client base including retail and institutional investors and offers a multi-advisor platform with brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and third-party manager options.

Edward Denning is a financial advisor at OSAIC with 28 years of industry experience. He holds the Series 63 designation and previously worked for Lincoln Financial Advisors Corp. for 22 years. In addition to his advisory role, he sells and services accident/health insurance, traditional life insurance, and fixed annuities. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and allows for discretionary and advisor-managed strategies.