Melville, NY 575 Broadhollow Road Office

Paul Goldhirsch is a financial advisor with OSAIC, holding a Series 63 designation and over 40 years of industry experience. He previously worked at Signator Investors Inc. for 16 years before joining Royal Alliance Associates, INC. His other business activities include operating a sole proprietorship as an insurance broker. OSAIC serves a diverse range of retail and institutional clients through an extensive network of advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services that utilize firm-provided asset-allocation tools, risk assessments, and automated rebalancing.

Gregory Page Romer is a financial advisor at Osaic with five years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance and S&P Global, Inc. He is a co-founder and CFO/CTO of Deeper Dating, Inc., an online dating site, and serves on the board of directors for the Long Island Crisis Center, a nonprofit organization. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing various tools and third-party platforms to construct and manage portfolios under discretionary and non-discretionary arrangements.

Mitchell Foster is a financial advisor with Osaic Wealth, Inc. in Melville, NY, holding a Series 65 designation and with 52 years of industry experience. He previously worked at JHFN Signator Investors, Inc. for 44 years before joining Osaic in 2018. Foster serves as a trustee for the Yokun Brook Condominium Association, a homeowners association. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a wide network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk assessment, and portfolio management that includes a broad range of investment products.

Salvatore Aprile is a financial advisor with OSAIC, holding a Series 63 designation and over 32 years of industry experience. He previously worked at Signator Investors Inc. from 2001 to 2018 and has been with Royal Alliance Associates, Inc. since 2018. Outside of his advisory role, he is a part owner of an accounting and tax preparation firm and operates a sole proprietorship as an insurance broker. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines integrated brokerage and advisory services with multiple investment platforms, employing tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes.

Emanuel Lord is a financial advisor with Osaic Wealth, Inc. based in Melville, NY. He holds a Series 63 designation and has 16 years of industry experience. Prior to joining Osaic in 2018, he worked at Signator Investors Inc and John Hancock Financial Network. Outside of his advisory role, he operates as an insurance broker specializing in life, annuities, long-term care, disability, health, and group benefits. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.

Georgia Lentzeres is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, INC. since 2018 and previously at Sii from 2013 to 2018. Outside of her advisory role, she has been involved with the Peter Pan Diner for over 20 years. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a variety of investment types on both discretionary and non-discretionary bases.

Allen Wittenberg is a financial advisor at OSAIC with 44 years of industry experience. He has held roles at Royal Alliance Associates since 2018 and at Signator Investors from 1981 to 2018. His credentials include Series 63 and Series 65 licenses. In addition to advisory work, he operates a sole proprietorship as an insurance broker and serves as an investment advisor representative for Lighthouse Financial Network, LLC. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage, investment advisory services, and access to third-party money managers and managed-account solutions. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Bruce Birnbaum is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at notable firms including Jhfn Sii and Signator Investors, Inc. Birnbaum conducts seminars and writes articles primarily for CPAs and attorneys. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of integrated brokerage and advisory services with a focus on asset allocation and portfolio management using various investment vehicles and third-party platforms.

Christian Lapeter is a financial advisor at Osaic with four years of industry experience. He holds a Series 66 designation and has previously worked at Equity Services, Inc. and New York Life. In addition to his advisory role, Lapeter is an independent insurance agent representing fixed insurance products for various carriers. Osaic serves a broad range of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and investment advisory services, including financial planning and unified managed accounts. The firm employs a variety of asset-allocation tools and third-party platforms to construct and manage diversified portfolios.

Robert Desanto is a financial advisor with OSAIC, holding a Series 63 designation and over 50 years of industry experience. He worked at Signator Investors, Inc. for 34 years before joining Royal Alliance Associates, Inc. in 2018. In addition to his advisory role, he operates a sole proprietorship as an insurance broker for fixed insurance products and serves as an Investment Advisor Representative with Lighthouse Financial Network, LLC. OSAIC serves a diverse client base including 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 supported by various asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes.

Timothy Corcoran is a financial advisor with OSAIC in Melville, NY, holding a Series 63 designation and 29 years of industry experience. He previously worked at Jhfn Sii for eight years before joining OSAIC in 2018. Corcoran is also involved in insurance brokerage through a sole proprietorship and serves as an Investment Advisor Representative for Lighthouse Financial Network, LLC. OSAIC Wealth, Inc. serves a diverse client base including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with multiple investment platforms, using asset-allocation tools and automated rebalancing to manage portfolios that may include a broad range of securities.

Steven Ruttgeizer is a financial advisor with OSAIC based in Melville, NY, holding CFP® and ChFC® designations and over 40 years of industry experience. His career includes roles at John Hancock Life Insurance Company and Signator Investors, Inc. He serves as treasurer of the Musella Foundation for Brain Tumor Research and Information and is a board member of Roslyn Gardens. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and wrap programs.

Babita Trivedi is a CFP® with 12 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to joining OSAIC, she worked at Sii from 2014 to 2018. Outside of her advisory role, she is involved with Lighthouse Financial Network, LLC as a financial planner and also operates an insurance brokerage as a sole proprietor. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction, utilizing various investment tools and third-party platforms.

Michael Leibowiz is a CFP® with 31 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has been with Royal Alliance Associates, INC. since 2018 and previously worked at Signator Investors, Inc. from 2015 to 2018. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk tolerance assessments, and automated portfolio rebalancing, providing access to a range of investment products and third-party money managers.

Goran Ljuljic is a financial advisor at Osaic with 33 years of industry experience. He holds a Series 63 designation and has worked with Osaic since 2018. Prior to that, he spent 21 years at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. He is also involved in insurance brokerage and operates Lighthouse Financial Network, LLC, which provides insurance and investment planning services. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services along with financial planning and retirement consulting. The firm employs advanced portfolio construction tools and supports both discretionary and non-discretionary account management, utilizing multiple advisory platforms and third-party managed account solutions.