Fort Lauderdale, FL NW 33 Ave. Office

Chad Hill is a financial advisor at Osaic Wealth with 12 years of industry experience and holds a Series 66 designation. His prior experience includes roles at SagePoint Financial, Madison Avenue Securities, and several Global Wealth entities. In addition to his advisory work, he is involved in selling fixed insurance products such as life, long-term care, health, and fixed annuities through Creative Financial Network. Osaic Wealth serves a broad mix of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering a variety of programs including comprehensive financial planning and third-party money manager options.

Robert Reich is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior roles include positions at Sagepoint Financial, Mass Mutual Investors Services, Metlife Securities, Equitable Advisors, and Signator Investors. Outside of advising, he is a fiction novel author. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a model-based investment approach, supporting a range of advisory and brokerage services tailored through affiliated broker-dealer and RIA relationships.

Daniel Erazo is a financial advisor with Osaic Wealth, holding a Series 66 designation and three years of industry experience. Prior to joining Osaic in 2024, he worked at Valic Financial Advisors for four years. He also serves as an operations manager for PATH Financial Partners, an affiliated investment-related LLC. 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 through a multi-advisor platform.

Carlos Romero is a financial advisor with Osaic who holds Series 63, 65, and 66 licenses and has 30 years of industry experience. His prior work includes positions at IP Financial Advisory Services, Innovation Partners, Next Financial Group, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory roles, he serves as president and volunteer for the Temple Beth El Brotherhood, a nonprofit organization in Boca Raton, FL. 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 and portfolio management. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selections.

Nicholas Brown is a financial advisor with Osaic Wealth, holding a Series 66 designation and over 21 years of industry experience. He previously worked at Valic Financial Advisors, Agia, Wells Fargo Clearing, and Banc of America Investment Services. Outside of advising, he serves as a manager for an LLC handling tax-related bookkeeping and also works as an agent offering fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm provides both brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization, supported by various tools and multiple program offerings.

Harvey Lam is a financial advisor at OSAIC with 31 years of industry experience. He holds a Series 63 designation and has worked previously at Sagepoint Financial, Inc. and MSI Financial Services, Inc. Outside of his advisory role, he serves as Vice President on the board of a condominium homeowners association in Coral Springs, FL. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through various managed programs. The firm employs a model-based investment approach with options for discretionary management, third-party managers, and proprietary strategies, supported by a broad platform and a complex affiliate network.

Aquilino Mayo is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Sagepoint Financial, Equity Services, and National Life Group. Outside of his advisory role, he serves as President of Mayo Vera Financial Group LLC, which sells fixed insurance products, and acts as an agent for Creative Financial Network, focusing on life and health insurance sales. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization strategies and supports a variety of investment programs delivered through its affiliated broker-dealer and investment advisory relationships.

Marshall Rosen is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Sagepoint Financial, Inc. and MSI Financial Services, Inc. Outside of his advisory role, he owns and operates Deluxe Charters LLC, a boat chartering business in Florida. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of advisory and brokerage services with an investment approach centered on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Jason Oestreicher is a CFP® with 19 years of industry experience, currently serving at OSAIC since 2024. His prior experience includes roles at Agia, Valic Financial Advisors, and Merrill. He holds a Series 66 license and is involved in selling and servicing fixed insurance products through a separate agency. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services supported by a model-based investment approach and a multi-advisor platform.

Alexander Graham is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sagepoint Financial, Mass Mutual Investors Services, and Citigroup Global Markets. Outside of his advisory role, he serves as a board member at Plantation Seventh-Day Adventist Church. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization, supporting a range of investment programs and third-party manager selections.

John Prece is a financial advisor with OSAIC in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at multiple firms, including Northwestern Mutual and B. Riley Wealth Management. Outside of his advisory role, he owns businesses in dry cleaning consulting and a shooting supply company. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services supported by a model-based investment process and multiple program options.

Gary Alexander is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Sagepoint Financial, Inc., MSI Financial Services, Inc., and Investacorp Advisory Services Inc. He is a partner at Strategic Resource Group, LLC, which sells fixed insurance products. 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, utilizing model-based asset allocation and portfolio optimization techniques.

Travis Rich is a financial advisor at Osaic Wealth with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Valic Financial Advisors, Morgan Stanley, and Galaxy Sports Advisors. Outside of his advisory work, Rich is active in the BNI Premier referral network, where he participates in educational sessions and serves as secretary treasurer. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization tools and third-party manager programs, supported by a complex affiliate network and private-equity ownership.

Marc Sigel is a financial advisor at OSAIC with 33 years of industry experience. He holds a Series 63 designation and has previously worked at Sagepoint Financial, MSI Financial Services, and Mass Mutual Investors Services. Outside of his advisory role, Sigel is managing partner of Strategic Resource Group, LLC, where he focuses on fixed business insurance products, and also holds agent positions with Doctors Benefits and Physician Resource Group, marketing insurance products primarily to physicians. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with an emphasis on asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and retirement plan consulting.

Jean Pierre is a financial advisor at OSAIC in Fort Lauderdale, FL, holding a Series 66 designation with 29 years of industry experience. His prior roles include positions at Sagepoint Financial, Regal Investment Advisors, Princor Financial Services, MSI Financial Services, Raymond James, and Banc of America Investment Services. He serves as Vice President of the Edgard J Pierre Foundation, a nonprofit that conducts fundraising and support activities for an orphanage in Haiti. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, and is notable for its scale, complexity of its affiliate network, and recent consolidation activities.