Mark Temperato is a financial advisor at OSAIC with 14 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at Northwestern Mutual and Securities America Advisors. Outside of his primary advisory role, Temperato is involved in managing a financial advisory partnership and operates a marketing DBA for his services. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of programs such as advisor-managed portfolios, Unified Managed Accounts, and third-party money manager options.

Nathan Elvers is a financial advisor with Osaic Wealth, holding a Series 63 designation and 17 years of industry experience. Prior to joining Osaic in 2024, he worked at Securities America Advisors and Northwestern Mutual in various investment management and insurance roles. In addition to advisory services, he owns and manages a tax preparation and planning firm, Dash Tax, LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, with a broad array of programs including managed portfolios, Unified Managed Accounts, and retirement plan consulting.

Amanda Delmonico is a financial advisor at OSAIC with three years of industry experience. She holds the Series 66 designation and has previously worked at Securities America Advisors and Securities America, Inc. Outside of her advisory role, she is involved in insurance sales through a separate financial services activity. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory programs supported by model-based asset allocation and portfolio optimization, with a platform notable for its scale, complex affiliate network, and private-equity ownership.

Steven Lesko is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors and Northwestern Mutual. Outside of his advisory work, he is starting a clothing business selling sweatshirts under his personal brand. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting, supported by model-based asset allocation and portfolio optimization tools.

Adam Ambielli is a financial advisor at Osaic Wealth with 10 years of industry experience. He holds the ChFC® and Series 63 credentials and previously worked at Northwestern Mutual and Securities America. Outside of advisory work, he is involved in insurance sales on an as-needed basis. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization.

Matthew Piaseczny is a financial advisor at OSAIC with 15 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Northwestern Mutual. He is a managing member of Dash Tax, LLC, a firm providing tax preparation and related services. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management supported by model-based asset allocation and risk analysis.

Steven Whittemore is a financial advisor with OSAIC, holding a Series 66 license and three years of industry experience. He has worked at OSAIC and Securities America Advisors, and his background includes roles in education within the Fairport and Arkport Central School Districts. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering a range of brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk management tools and multiple program offerings.