Plantation, FL Office

Kevin Woodcheke is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Goldman Sachs and Fidelity Investments. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of investment management and advisory services through multiple program models, utilizing proprietary guidance and third-party platforms.

Wilmer Fernandez Dominguez is a financial advisor at Osaic Advisory Services, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Capital Financial Advisers, Cetera Advisor Networks, and Triad Advisors. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models using a combination of proprietary and third-party platforms.

Daniel Rodriguez is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 20 years of industry experience. His career includes roles at firms such as United Capital Financial Advisers, Cetera Advisor Networks, and VOYA Financial Advisors. Outside of advisory work, he is a non-managing member of a real estate investment LLC and acts as a loan grantor to an S-corporation involved in rental property income generation. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a mix of proprietary and third-party platforms.

Neal Slafsky is a financial advisor with Osaic Advisory Services, LLC, holding CFP® and ChFC® designations and bringing 38 years of industry experience. His career includes roles at United Capital Financial Advisers, Girard Securities, and Cetera Advisor Networks. In addition to his advisory work, he is a managing member of RABSCO, LLC. Osaic Advisory Services serves a broad client base, including individuals, corporations, pension plans, trusts, and charities, offering investment management, financial planning, and related services through multiple program models. The firm employs a combination of proprietary and third-party platforms to manage portfolios and provides clients access to alternative investments and specialized lending solutions.

Diego Morcillo is a financial advisor at Osaic Advisory Services, LLC with two years of industry experience. He holds the Series 65 designation and has previously worked at GS PFM and United Capital, including United Capital Financial Advisers, LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a combination of proprietary and third-party investment platforms.

Karen Pena is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Goldman Sachs & Co. LLC and Fortress Investment Group. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary guidance and third-party platforms.

Heather Buckridge is a CFP® with 16 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. Her prior experience includes roles at Goldman Sachs, Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. Outside of her advisory work, she is a member of RABSCO, LLC, where she performs general and administrative duties. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight through multiple program models.