Jericho, NY Jericho Quadrangle Office

Richard Malen is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corp. for 20 years. Outside of his advisory role, Malen serves as an elected officer of the Jones Beach Lifeguard Corps and works as a lifeguard at Robert Moses State Park. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization with various managed account strategies and third-party money manager programs.

Kevin Ovington is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has worked at firms including Baystate Financial and Family Wealth Decisions Group. Prior to his advisory roles, he had professional experience at Coopersburg Kenworth and in educational positions at Endicott College and William Tennent High School. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a wide range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by advanced tools and multiple program options.

Vincent Toscano is a financial advisor with OSAIC, holding a Series 63 designation and bringing 35 years of industry experience. He previously worked at Lincoln Financial Advisors and Lincoln Financial Advisors Corporation for a combined 27 years. Outside of advisory services, Toscano is the sole owner and president of Loucon Resources, Inc., an S corporation offering accident and health insurance and related products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides both brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Tyler Simmons is a financial advisor with OSAIC holding the ChFC® designation and Series 66 license, and has 24 years of industry experience. He previously spent 20 years with Lincoln Financial Advisors and Lincoln Financial Advisors Corp. Outside of his advisory role, he serves as a trustee and fiduciary for several family trusts and acts as a successor agent under powers of attorney for family members. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with options for discretionary and advisor-managed strategies, supported by risk analysis and portfolio optimization tools.

Bradley Schuman is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors and Lincoln Financial Advisors Corporation. In addition to his advisory role, he is involved in the sale and service of fixed insurance products through his own business activities. OSAIC Wealth serves a wide range of clients including retail investors, high-net-worth households, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment process with portfolio optimization and offers diverse advisory and brokerage services through a multi-advisor platform.

Eric Schmidt is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked for Lincoln Financial Advisors for 13 years before joining OSAIC in 2025. Outside of advising, Schmidt works as a lifeguard and has longstanding experience offering insurance products, including accident, health, disability, fixed annuities, and traditional life insurance. OSAIC serves a diverse clientele including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its large multi-advisor platform, complex affiliate network, and private-equity ownership.

Kelby Edwards is a financial advisor at Osaic Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors Corporation for 16 years. Outside of advising, he operates a tax preparation business and provides general business consulting services. 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, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by advanced risk-assessment tools.