Holbrook, NY 4250 Veterans Memorial Hwy Suite 100 E Office

Colette Bitzas is a CFP® professional with 26 years of experience in financial advisory services. She is currently with OSAIC and has previously worked at American Portfolios Financial Services, Inc. and Mas Planning Services, where she also serves as president. Bitzas holds roles in insurance sales and consulting, and she is vice president of the 3 Village Chamber of Commerce, promoting local business owners. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and financial planning. The firm uses advanced asset-allocation tools and supports diverse investment options across discretionary and non-discretionary accounts.

Edward Vrona Jr. is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and Ameriprise Financial Services. In addition to his advisory role, he is the managing member of Vrona & Van Schuyler CPA's, a CPA firm, and serves as a trustee for the Sylvan Family Foundation, a charitable organization. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managed-account solutions to construct portfolios across various investment types.

Richard Westerberg is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at American Portfolios Financial Services, Inc. and Northeast Asset Management Inc. He occasionally recommends life insurance and fixed annuity products and serves as president of Westerberg Wealth Management, Inc. OSAIC serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of brokerage and investment advisory services with an emphasis on integrated platforms, asset-allocation tools, and access to third-party money managers.

David Mottes is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining OSAIC in 2024, he spent 12 years at American Portfolios Financial Services, Inc. He also serves as director of business development for PPS Advisors, Inc. outside of his advisory role. OSAIC serves a diverse group of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party managed accounts. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Gary Orkin is a financial advisor at OSAIC with 26 years of industry experience. He holds the PFS™ and Series 66 designations and has previously worked at American Portfolios Financial Services, Inc. He is also a certified public accountant and owner of Orkin CPA PC, providing tax preparation and accounting services. OSAIC serves a broad mix of retail and institutional clients through a large network of advisers, offering brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and investment platforms.

Nicole Wood is a financial advisor with OSAIC who holds Series 66 and Series 63 licenses and has 11 years of industry experience. She has previously worked at American Portfolios Financial Services, Inc. and serves as an investment advisor representative at PPS Advisors, Inc., where she provides life insurance and fixed annuities when applicable. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services through a large network of advisors, utilizing asset-allocation tools, risk tolerance assessments, and third-party money managers to construct portfolios across multiple asset classes.

Steven Schmidt is a financial advisor at Osaic Wealth, Inc. with 38 years of industry experience. He holds a Series 63 designation and previously worked for American Portfolios Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in insurance sales, including variable universal life, disability income, long-term care, and fixed annuities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using diverse investment vehicles and third-party money managers.

Gus Catanzaro is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for American Portfolios Financial Services, Inc. for 14 years. Outside of his advisory role, Catanzaro is a partner and Chief Operating Officer at PPS Advisors, LLC, where he is involved in management and fixed insurance sales. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across various asset classes and supports multiple advisory platforms and legacy account transitions.

Patrick Passaretti is a financial advisor at Osaic with 10 years of industry experience. He holds the Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and Progressive Advisory Solutions. Outside of his advisory work, he is involved with PPS Advisors, Inc., offering insurance and fixed annuities, and serves as a member of Karapat Realty LLC. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through an extensive network of financial advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes on both discretionary and non-discretionary bases.

Michael Gallagher is a financial advisor at OSAIC with 42 years of industry experience. His prior work includes roles at American Portfolios Financial Services, Inc. and Northeast Securities, Inc. Gallagher has served as a soccer coach at Chaminade High School for over two decades. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms, offering services such as brokerage, investment advisory, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Charles Matisi is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining OSAIC in 2024, he worked for American Portfolios Financial Services, Inc. for 10 years and has been involved with 4 Thought Financial Group, Inc. since 2014. Outside of his advisory roles, Matisi is also engaged in the sale and service of insurance products, including fixed annuities, life insurance, long-term care, and disability insurance. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services through a large network of affiliated financial advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a variety of investment vehicles, managing accounts on either a discretionary or non-discretionary basis.

Stephen Grieco is a CFP® professional with 43 years of industry experience. He is currently with Osaic and has held previous positions at Mass Mutual Investors Services, Guardian Life Insurance Co. of America, and Home Life Insurance Company. Outside of advisory work, he is involved in insurance sales and is an owner/partner in MAGS, LLC. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs, utilizing sophisticated asset-allocation and portfolio management tools.

Gary Nagle is a CFP® professional with 32 years of experience in the financial services industry. He is currently with OSAIC and previously worked at American Portfolios Financial Services Inc and Mass Mutual for a combined 28 years. Outside of his advisory role, he operates a sole proprietorship providing life, health, and property and casualty insurance brokerage services. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage, advisory, and financial planning services supported by multiple advisory platforms and third-party resources.

Matthew Jacoby is a financial advisor at OSAIC with four years of industry experience. He holds a Series 65 designation and has a background in tax accounting as a CPA owner. Jacoby has worked at PPS Advisors and American Portfolios Financial Services since 2012 alongside his current role. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various platforms, asset-allocation tools, and third-party solutions to construct and manage portfolios.

Bradley Cooke is a financial advisor at OSAIC with a Series 66 designation and seven years of industry experience. He previously worked at American Portfolios Financial Services Inc. for nine years. Outside of OSAIC, he serves as Director of Investments at PPS Advisors, Inc. He has also been affiliated with Montclair State University since 2014. OSAIC serves a broad mix of retail and institutional clients, including high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of financial advisers and various advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct portfolios that include diverse investment vehicles, with options for discretionary or non-discretionary management.