Paul Essner is a CFP® with 34 years of industry experience, currently serving at Osaic. He previously worked for Securities America Advisors and Securities America Inc. for 15 years, and New England Securities for one year. Essner holds an executive position at Risk Strategies Company, a firm involved in the sales and service of insurance products. Osaic Wealth serves a diverse range of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach involves model-based asset allocation and portfolio optimization, offering various program options including advisor-managed portfolios and third-party manager selections.

Bryan Pendrick is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 63 designation and spent 15 years with Securities America Advisors and Securities America Inc. before joining OSAIC. Outside of his advisory work, Pendrick serves on the executive committees of the Long Island Golf Association and the Metropolitan Golf Association. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.

William Agan is a financial advisor at Osaic Wealth with 19 years of industry experience. He holds the Series 66 credential and has worked at several firms including Stifel, Ladenburg Thalmann & Co., Securities America Advisors, and TD Ameritrade. Outside of his advisory role, he serves as an account manager for 401(k) plans at Risk Strategies Corp. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and a variety of program options managed through its broad affiliated network.

Seth Karasin is a financial advisor at OSAIC with 13 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at BNY Mellon Securities Corporation, Infinex Investments, Popular Bank, and The Prudential Insurance Company of America. Outside of his advisory work, he is the owner of Big Sexy LLC, a marine mechanic business. OSAIC 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 supported by model-based asset allocation and portfolio optimization.

Michael Waters is a ChFC® with 40 years of industry experience. He has worked at OSAIC since 2024 and previously spent 15 years at Securities America Advisors and related entities. Waters serves as a Senior Managing Director at Risk Strategies Company and is a board member of the Station at Holladay Village Condominium Association, Inc. 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 with a focus on model-based asset allocation and portfolio optimization, supported by various strategic tools and multiple custodian and program arrangements.

Benjamin Chafitz is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 34 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. for 15 years. Outside of his advisory role, he has volunteered as president of his condominium board. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services that cover financial planning, managed portfolios, and retirement consulting. The firm uses a model-based investment approach with tools for asset allocation and portfolio optimization, and is notable for its scale, affiliate network, and private-equity ownership.

Sean Rosenfeld is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and has worked at Securities America Advisors and Infinity Global prior to joining OSAIC. In addition to his advisory role, Rosenfeld is a producer and sales agent with Risk Strategies Company, specializing in insurance and employee benefits. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies.