Garden City, NY Old Country Road Office

Steven Denkberg is a financial advisor at OSAIC with 14 years of industry experience and holds a Series 66 designation. He has worked at Royal Alliance since 2012 and serves as counsel to the Commissioners of the New York City Board of Elections, a position he has held since 1991. In addition to his advisory role, Denkberg has been practicing law since 1989. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.

Elizabeth Lobaccaro is a financial advisor with Osaic, holding Series 63 and Series 66 credentials and six years of industry experience. She has worked at Royal Alliance Associates and Gateway Investments, where she also assists clients in an advisory and administrative capacity. Osaic Wealth 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’s investment approach centers on model-based asset allocation and portfolio optimization, supported by a variety of tools and strategies across multiple affiliated entities.

Lauren Casagrande is a financial advisor at OSAIC with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Gateway Group, LLC since 2005, where she also serves as a statutory agent for Gateway Investments LLC, involved in financial advising and office management. OSAIC Wealth supports 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’s investment approach features model-based asset allocation, portfolio optimization, and access to third-party managers and proprietary strategies.

Thomas Santucci is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OSAIC since 2004. Outside of his advisory role, he serves on the board of the Boys & Girls Club of Metro Queens and the Queens Chamber of Commerce, and he is a hearing officer for FINRA disciplinary hearings. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and unified managed accounts. The firm emphasizes model-based asset allocation and portfolio optimization, providing access to third-party money managers and proprietary investment models.

Robert Santucci is a financial advisor at Osaic with four years of industry experience. He holds a Series 66 designation and previously worked for the Knickerbocker Club, Inc. for six years. Santucci also assists clients through Gateway Group LLC, an investment-related LLC. Osaic Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management, supported by multiple custodial and platform arrangements.

Eric Fischer is a financial advisor with OSAIC based in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Royal Alliance Associates, Inc. since 2008. OSAIC Wealth serves a wide range of clients including retail and institutional investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform focused on model-based asset allocation and portfolio optimization.

James Mcwilliams is a CFP® with 38 years of industry experience. He is affiliated with OSAIC and has worked at Creative Wealth Management LLC and Matrix Group for over two decades each. His other business activities include serving as a registered representative with Gateway Investments LLC in Garden City, NY. 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 with a focus on model-based asset allocation, portfolio optimization, and multiple investment program options.

Anthony Santucci is a financial advisor at Osaic with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Invesco Distributors, Inc., Oppenheimer Funds, and the New York County District Attorney's Office. He serves as a committee member for the State of New York Grievance Committee for the 10th Judicial District. Osaic Wealth 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’s investment process is model-based, emphasizing asset allocation and portfolio optimization supported by risk-tolerance assessments, with options for discretionary management and third-party managers.

Patricia Sobel is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked at OSAIC since 1995, with prior experience at Retirement Advisory Services Corp and Pension & Estate Planners, Inc. 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 emphasizes model-based asset allocation and portfolio optimization, providing a range of managed investment programs supported by proprietary tools and third-party managers.

Matthew Crafa is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2007, following prior roles at Oppenheimer, Ladenburg Thalmann Asset Management Inc, and Quick & Reilly, Inc. He is a part owner and director of Retirement Advisory Service Corp and serves as a director of Gateway Investments, LLC. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform emphasizing model-based asset allocation, portfolio optimization, and a broad range of investment programs, supported by an extensive network of affiliates and custodial arrangements.