Boca Raton, FL Office

Joseph Spina is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2023, following 13 years at SagePoint Financial. Outside of advisory work, he is involved in Dolce Printing, a printing sales business he has been part of since 2011. Osaic Wealth, Inc. serves both retail and institutional clients through a large network of affiliated advisors, offering a wide range of brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, diversified portfolios, and third-party money managers to tailor investment solutions, while maintaining a complex corporate structure with multiple platform offerings.

Michael Mcnulty is a financial advisor with OSAIC in Boca Raton, FL, holding Series 63 and Series 66 licenses and with 40 years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors for seven years and Raymond James & Associates for 15 years. He is also licensed as an insurance agent, offering accident, health, disability, and traditional life insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions.

Saul Simon is a financial advisor with OSAIC in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He worked at Lincoln Financial Advisors Corp. for 22 years before joining OSAIC in 2025. Simon is also an author of investment-related books. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services and employs various asset-allocation tools and third-party platforms to support portfolio management.

Richard Alter is a financial advisor with OSAIC, holding a Series 63 designation and over 36 years of industry experience. He has served at OSAIC since 2024 and has been president of Alter Retirement Planning, Inc. since 2000. His prior experience includes long-term roles at Securities America Advisors, Inc. Outside of advising, he is involved in fixed insurance and annuity sales through Alter Retirement Planning. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services alongside financial planning and managed portfolios. The firm employs advanced asset-allocation tools and provides access to multiple third-party investment platforms and solutions.

Randy Breidbart is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Cetera, CETERA Advisor Networks LLC, and North Ridge Securities Corp. In addition to his advisory role, Breidbart owns and manages Park Avenue Financial Advisors LLC and is involved in selling fixed insurance products and life settlements. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, providing integrated brokerage, advisory, and financial planning services. The firm employs various asset-allocation tools and offers portfolios managed through multiple advisory platforms, supporting both discretionary and non-discretionary accounts.