Thomas Tette is a financial advisor with OSAIC in Rochester, NY, holding a Series 66 designation and over 23 years of industry experience. His career includes prior roles at Securities America Advisors and Cambridge Investment Research Advisors. Outside of advisory work, he is managing partner of a CPA firm and serves as treasurer for the GC Education Foundation. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services with portfolio construction supported by asset-allocation tools and access to third-party money managers.

David Younis is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Osaic since 2024. He has previously worked with Securities America Advisors, Inc. and Cambridge Investment Research Advisors. Outside of advisory roles, Younis manages a tree farm LLC focused on black walnut timber and serves as treasurer for a not-for-profit board in Ontario County. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a variety of services such as financial planning, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes.

Mariah Patrizi is a financial advisor at OSAIC with three years of industry experience and holds a Series 66 credential. She has worked at SagePoint Financial, Financial Freedom Group, and UnitedHealthCare, among other roles. Outside of her advisory work, she operates a sole proprietorship helping clients select Medicare Advantage insurance plans. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities. The firm offers a wide range of advisory and brokerage services, utilizing proprietary asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Patrick Ryan is a financial advisor at OSAIC with 15 years of industry experience. He holds the CFP® designation and has worked at firms including UBS Financial Services and FSC Securities Corporation. Ryan is a committee member at Heritage Christian Services, where he assists with fundraising and charity event organization. OSAIC serves a broad range of clients, including individuals, institutions, and charitable organizations, providing integrated brokerage, investment advisory, and retirement planning services through a large network of affiliated advisers and multiple advisory platforms.

Susan Light is a financial advisor with OSAIC based in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at SagePoint Financial, Stratos Wealth Partners, LPL Financial, The Patriot Financial Group, and MetLife Securities. Outside of her advisory work, she is a certified travel specialist planning to operate a travel service on a limited basis during her personal time. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to build diversified portfolios across multiple asset classes, and supports both discretionary and non-discretionary account management.

Kenneth Ingersoll is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Cambridge Investment Research. In addition to his advisory work, he serves as a partner at Allied CPAs P.C. and holds a vice president position at Allied Financial Services, Inc. OSAIC serves a broad range of retail and institutional clients with integrated brokerage and investment advisory services, leveraging multiple advisory platforms and third-party partnerships to offer diversified investment solutions.

Aimee Cummings is a financial advisor at Osaic Wealth, Inc. with 18 years of industry experience. She holds a Series 66 designation and has worked at several firms including Securities America Advisors, ESL Investment Services, LPL Financial, and Wall Street Financial Group. Outside of advising, she is an independent artist. Osaic Wealth, Inc. serves a diverse range 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, employing asset-allocation tools and third-party investment solutions to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Melissa Blanco is a financial advisor with Osaic Wealth, Inc. based in Rochester, NY, holding a Series 66 designation and two years of industry experience. She has previously worked at Ciccarelli Advisory Services, Inc. and has experience in client services within the financial sector. Blanco also serves as a Notary Public. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios.

Timothy Brown is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Securities America, Park Avenue Securities, and Guardian Life Insurance Company. Outside of advising, he is involved with Allied Financial Services as a wealth management assistant, supporting client servicing and advisor tools. 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, employing various portfolio construction tools and third-party solutions to manage accounts across multiple investment types.

Jacob Sadwick is a financial advisor at OSAIC with seven years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Securities America Advisors, Morgan Stanley Private Bank, and the University of Rochester. He is a partial owner of Allied Financial Services, a financial advisory LLC based in Rochester, NY. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charities through a large network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that may include a broad range of investment products.

Robert Lukasik is a financial advisor with OSAIC in Rochester, NY, holding Series 63 and Series 65 credentials. He has two years of industry experience and previously worked at SagePoint Financial, Inc. and operates as a sole proprietor insurance broker with Genesis Insurance, where he assists clients with Medicare, health, and life insurance policies. Additionally, he has long-term experience working in the transportation industry. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with access to multiple advisory platforms and third-party money managers. The firm provides diversified portfolio construction using firm tools and supports both discretionary and non-discretionary management, while maintaining a complex corporate structure with various commercial and regulatory considerations.

Alyssa Cruz is a financial advisor with OSAIC Wealth, Inc., holding Series 63 and Series 65 licenses and two years of industry experience. She previously worked at Financial Freedom Group and has experience in content creation for social media platforms such as Instagram and TikTok. She also holds a public notary designation. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a variety of securities and third-party management solutions.

Edward Denning is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corp. for 22 years. In addition to advising, Denning sells and services accident/health insurance, traditional life insurance, and fixed annuities. OSAIC 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 various platforms and asset-allocation tools to construct customized portfolios across multiple asset classes.