Robert Burgio is a financial advisor with OSAIC, holding a Series 63 designation and 18 years of industry experience. He worked at Signator Investors, Inc. for 11 years before joining OSAIC in 2018. Outside of his advisory role, he assists his wife by signing checks for her sole proprietorship business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and various investment vehicles to construct portfolios managed on a discretionary or non-discretionary basis.

Colette Safy is a financial advisor with OSAIC, holding a Series 66 designation and bringing 27 years of industry experience. Prior to joining OSAIC in 2018, she held roles at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. She also serves as Director of Operations at Northeastern Financial Partners, LLC. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party solutions to manage portfolios across diverse asset classes.

Steven Goodwin is a financial advisor with OSAIC and holds a Series 63 designation. He has 44 years of industry experience, including 27 years at Signator Investors, Inc. and over three decades managing his own insurance and wealth management businesses. Outside of finance, he works as a certified adaptive ski instructor and trainer with the Lounsbury Adaptive Ski Program at Holiday Valley Ski Resort. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charities, providing integrated brokerage, advisory, and financial planning services through a large network of advisers and multiple platforms.

Joseph Piegay is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and having five years of industry experience. His prior roles include positions at Equitable Advisors and Strategic Financial Solutions. He is also involved with Northeastern Financial Partners LLC in sales and marketing of securities and insurance products. OSAIC serves a diverse clientele including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm provides brokerage, investment advisory services, financial planning, and access to third-party money managers, utilizing various asset-allocation and portfolio management tools.

Joseph Porto is a financial advisor with OSAIC, holding a Series 63 designation and 36 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co., each for 28 years. Porto serves as a volunteer board member for Aspire, a nonprofit organization supporting disabled children and adults. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and various portfolio management solutions. The firm employs asset-allocation tools and automated rebalancing in constructing portfolios that may include diverse investment vehicles, managing accounts on both discretionary and non-discretionary bases.

Anthony Burgio is a financial advisor with OSAIC in Williamsville, NY, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He previously worked at Sii from 2010 to 2018 before joining OSAIC in 2018. Outside of his advisory role, he is a senior partner at Northeastern Financial Partners LLC. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm uses a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Leonard Picone is a CFP®-certified financial advisor with 20 years of industry experience. He has been with OSAIC since 2018 and previously worked at Sii for 12 years. Picone serves on the board and finance committee of Nativity of Our Lord School in Orchard Park. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs a variety of asset allocation tools and supports multiple advisory platforms and managed-account solutions.