Robert Burgio is a financial advisor with OSAIC in Williamsville, NY, holding a Series 63 license and 18 years of industry experience. He previously 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 Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of managed account programs and third-party investment options.

Colette Safy is a Series 66-licensed financial advisor with 28 years of industry experience. She has worked at OSAIC since 2018 and previously held roles at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. In addition to her advisory duties, she serves as Director of Operations at Northeastern Financial Partners, LLC. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with portfolio optimization tools and provides a range of managed account and third-party manager options.

Steven Goodwin is a financial advisor with OSAIC, holding the Series 63 designation and 44 years of industry experience. He has worked at Royal Alliance Associates and Signator Investors and owns Goodwin Insurance Agency, where he has been involved since 1988. Outside of his advisory career, Goodwin is a certified professional ski instructor and trainer with the Lounsbury Adaptive Ski Program at Holiday Valley Ski Resort. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach uses model-based asset allocation and portfolio optimization tools, supported by various managed account strategies and third-party manager options.

Joseph Piegay is a financial advisor with OSAIC holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at Equitable Advisors, Strategic Financial Solutions, and the Hertz Corporation. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, offering brokerage and advisory services such as comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach features model-based asset allocation, portfolio optimization, and multiple investment program options delivered through a complex affiliate network.

Joseph Porto is a financial advisor at OSAIC with 36 years of industry experience. He holds the Series 63 designation and has worked at OSAIC since 2018. Prior to that, he was affiliated with Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 28 years. He is a volunteer board member of Aspire, a nonprofit organization supporting disabled children and adults. OSAIC serves a broad mix 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 emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and private-equity ownership.

Anthony Burgio is a financial advisor with OSAIC in Williamsville, NY, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He joined OSAIC in 2018 after eight years at Sii. Outside of his advisory role, he is a member of Amherst Insurance Agency, where he facilitates introductions to potential property and casualty clients. OSAIC Wealth serves a diverse client base, including retail and institutional investors, and offers a variety of brokerage and advisory services such as financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies.

Leonard Picone is a CFP® professional with 20 years of industry experience, currently serving at OSAIC since 2018. Prior to this, he worked for 12 years at Sii. He holds Series 63 and Series 65 licenses. Picone is a board member and finance committee chair for Nativity of Our Lord School, a non-profit parochial school in Orchard Park. 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 model-based investment process emphasizing asset allocation and portfolio optimization.