Brian Blaustein is a financial advisor with OSAIC in Rochester, NY, holding a Series 63 designation and bringing 28 years of industry experience. His prior work includes roles at Securities America Advisors, Inc. and Securities America, Inc. Blaustein is involved in fixed insurance product sales and marketing through BlueMark Advisors, which partners strategically with the Greater Rochester Chamber of Commerce to offer insurance reviews to its members. OSAIC serves a diverse client base, including retail and institutional investors, with a multi-advisor platform that provides brokerage and advisory services. The firm uses model-based asset allocation and portfolio optimization and supports various investment strategies, serving individual investors, retirement plans, charities, and corporate clients.

Mark Kluge is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has worked at OSAIC since 2024 and previously spent eight years with Securities America Advisors, Inc. He is active in several charitable and professional organizations, including advisory councils for the University of Rochester, Hartwick College, Colgate University, and the United Way of Greater Rochester. OSAIC Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing various investment programs and support through a complex network of affiliates and third-party managers.

Richard Harter is a financial advisor with OSAIC in Rochester, NY, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Securities America Advisors, Inc. and Wall Street Financial Group, Inc. He serves as treasurer of the Brighton Campus Park Condominium Association and is involved in income tax preparation and joint marketing initiatives related to financial planning and insurance sales through his partnerships. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports multiple investment strategies and platforms for individual investors, retirement plans, charities, and corporate clients.