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Richard E

Series 63

Williamsville, NY

OSAIC

Richard Ewel is a financial advisor with Osaic Wealth, Inc. in Williamsville, NY, holding a Series 63 designation and 45 years of industry experience. He previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for 21 years. His additional activities include reviewing clients' annuities as an insurance advisor. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by extensive technology and multiple advisory platforms. The firm utilizes asset-allocation tools and managed account solutions while operating a complex corporate structure with varied third-party arrangements.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Bryan T

Series 63

Williamsville, NY

OSAIC

Bryan Tenney is a financial advisor with OSAIC based in Williamsville, NY, holding a Series 63 designation and possessing 33 years of industry experience. He previously worked for Securities America Advisors, Inc. and Securities America, Inc. for 22 years before joining OSAIC in 2024. Outside of his advisory role, he has been involved with the James Lilley Foundation, Inc. for over two decades and has served as a volunteer for the Canisius High School Varsity Baseball Team since 1989. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios with various investment options on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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