Hauppauge, NY Hauppauge Road Office

Andrew Mastrole is a financial advisor at Osaic Wealth Inc. He holds a Series 66 designation and has less than one year of industry experience. His prior work includes roles at United Rentals, St. John's University, and the Village of Westhampton Beach. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes a variety of asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Anthony Martino is a financial advisor at Osaic Wealth, Inc. with 11 years of industry experience. He holds a Series 66 designation and previously worked for Ameriprise Financial Services, Inc. for 13 years. Martino is also involved in insurance sales and operates under the DBAs Latitude Wealth Advisors and Steadwise Wealth Advisors, offering comprehensive financial planning services. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct portfolios across various asset classes on both discretionary and non-discretionary bases.

Jonathan Rekedal is a Series 66-credentialed financial advisor with Osaic and Steadwise Advisors, starting his advisory career in 2025. He has been involved with the Community Synagogue of Rye since 2016. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple platforms. The firm provides integrated brokerage and investment advisory services, utilizing tools like asset-allocation models, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Robert Martino Jr. is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has been with OSAIC since 2024 and spent 19 years at Ameriprise Financial Services, Inc. Martino serves as a board member for the Boy Scouts of America Suffolk County Council, where he participates in investment and trust committee activities. He is also CEO of MBPG Assoc Inc, a business supporting financial advisory operations. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary accounts, with multiple platforms and third-party solutions.

Nicholas Kurdziel is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Coastal Business Marketing and has a background that includes roles in education and martial arts instruction. OSAIC Wealth, Inc. serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage, investment advisory services, financial planning, and access to multiple advisory platforms and third-party managers.

Mark Harris is a financial advisor with Osaic and holds Series 63 and Series 66 designations. He has 27 years of industry experience, including ten years with Ameriprise Financial Services. Outside of his advisory work, he operates a business entity to manage his Ameriprise practice expenses and sells insurance through a related firm. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various tools and platforms to construct and manage diversified portfolios on both discretionary and non-discretionary bases.

Jason Harris is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2016 to 2024. Outside of his advisory role, he serves as treasurer and board member of the nonprofit Hero Spirit Project. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that may include a variety of investment types and supports both discretionary and non-discretionary account management.