Amherst, NY Sheridan Drive Office

Richard Gibson Jr. is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors and Securities America Inc. for eight years each. Outside of advising, he is involved in insurance sales through L&M Group. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, offering a range of advisory and brokerage services across multiple platforms.

Matthew Burwick is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Securities America Advisors and Securities America, Inc. Burwick serves on the boards of the Matthew Foster Foundation, a nonprofit supporting families with children battling cancer, and the Jewish Community Center of Greater Buffalo. He is also the owner of Legend's Creek Farm, which sells soap and hygiene products. OSAIC Wealth serves a diverse range of retail and institutional clients including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services with a model-based investment approach emphasizing asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party money manager programs.

Douglas Berkun is a financial advisor with OSAIC, holding a Series 63 designation and bringing 42 years of industry experience. His prior roles include long tenures at Securities America Advisor, Inc. and L&M Financial Services, where he also operates as an insurance agent. 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 employs a model-based investment process with various portfolio management options and supports a wide range of financial planning and consulting programs.

Matthew Newman is a financial advisor at OSAIC with 30 years of industry experience. He holds a Series 63 designation and has worked at Securities America Advisors, Inc. and Securities America, Inc. for 17 years. He is also active as an insurance agent through L&M Financial Services. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients. The firm offers a multi-advisor platform with a range of advisory and brokerage services, using model-based asset allocation and portfolio optimization tools.

Jacob Rosen is a financial advisor at OSAIC with eight years of industry experience and holds the Series 66 designation. He has worked at L&M Financial since 2017 and has been involved with Moncell Hockey, a hockey training company, since 2011, serving as its president. Outside of financial advising, he is active in hockey coaching, including roles as an assistant coach at Williamsville North High School and head coach of the Lockport Lockmonsters 18U AA hockey team. Osaic Wealth serves a broad range of retail and institutional clients with a multi-advisor platform offering comprehensive financial planning, brokerage, and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and operates a complex affiliate network with both discretionary and third-party investment options.

Sean Mc Lean is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and in brand partnership management for Pluto Collective. Outside of financial advising, he serves as a Brand Partnership Manager at Pluto Collective. OSAIC Wealth serves a diverse range of clients including retail investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.

Joseph Lipsitz is a CFP® professional with 20 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for over 15 years and owns L&M Financial Services where he provides insurance advice and tax preparation services. Lipsitz serves as Treasurer for the Williamsville Education Foundation, a nonprofit supporting educational programs in the Williamsville Central School District. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is noted for its scale, complex affiliate network, and recent consolidation activities.

Fred Hunt is a financial advisor at OSAIC with 33 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors, Inc. and L&M Financial Services. Outside of his advisory role, he is also an insurance agent with L&M Group. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization within a multi-advisor platform.

Daniel Lipsitz is a financial advisor with Osaic, holding a Series 63 designation and bringing 22 years of industry experience. He has worked at L&M Financial and Securities America Advisors since 2007. Outside of financial advising, he teaches yoga classes periodically. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Christina Wolfe is a financial advisor with Osaic, holding a Series 66 designation and 24 years of industry experience. She was previously with Securities America Inc. for 14 years before joining Osaic in 2024. Wolfe also serves as Chief Compliance Officer at L&M Group Ltd., where she oversees branch compliance with FINRA regulations. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach with various strategies and maintains a complex affiliate network supported by private-equity ownership.

Gabriella Gamble is a financial advisor with OSAIC holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Securities America, Bank of America, and Buffalo Metropolitan Federal Credit Union. She is currently based in Amherst, NY. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plans, charities, and corporate entities, offering both brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment approach focused on asset allocation and portfolio optimization.

Abigail Ferenczy is a Series 66-registered financial advisor at OSAIC with one year of industry experience. She has worked at OSAIC since 2024 and has held various roles at organizations including Williamsville Central School District, L&M Wealth Management, and Gugino Insurance Agency Inc. Outside of her advisory work, she has been involved with the Williamsville Stampede since 2018. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a wide range of investment programs delivered via affiliated broker-dealer and RIA relationships.

Vincent Smith is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Securities America Advisors, Inc. for 17 years. He is also involved with L&M Financial Services, where he engages in insurance sales. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate entities. The firm offers brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple managed account options.

Cody Blasko is a CFP® with four years of industry experience, currently affiliated with Osaic. Prior to joining Osaic in 2024, he worked at Securities America Advisors and Securities America, Inc. He also spent six years with Brothers of Mercy. Outside of his advisory role, Blasko holds a life insurance license in New York and is employed by L&M Group Ltd. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm uses a model-based investment process focused on asset allocation and portfolio optimization, supported by various tools and third-party managers.

Jesse Lalka is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has previously worked at L&M Wealth Management and ADPRO Sports LLC. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services such as financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with asset allocation and portfolio optimization tools, supported by a complex network of affiliated firms.