Sean Knowles is a financial advisor with OSAIC Institutions, Inc. based in New York, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Infinex Investments, Amalgamated Bank, Cathay Securities, American Trust Investment Services, Wells Fargo Advisors, and Chase Investment Services Corp. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a model that delegates investment analysis and account management to its investment adviser representatives.

Robert Mante is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 14 years of industry experience. He has worked at infinex Investments, Inc. since 2016 and Amalgamated Bank since 2011. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that includes a lending marketplace and third-party manager arrangements.

Gerhard Schneider is a CFP® with 31 years of industry experience. He is currently affiliated with Osaic Institutions, Inc. and has worked at Amalgamated Bank, Infinex Investments, Inc., and Aegis Capital Corp. He also operates a tutoring business for CFP candidates. Osaic Institutions, Inc. is an SEC-registered investment adviser serving high-net-worth individuals, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services and combines a hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.