Middleport, NY Office

Brooke Yaiser is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Lincoln Financial Advisors Corporation and SagePoint Financial, Inc. Outside of her advisory role, she serves as president of Michelle’s Memorial, Inc., a nonprofit organization that awards scholarships and organizes an annual 5K event, and is involved in local school activities as a musical stage manager, producer, and coach. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple advisory platforms to manage a broad range of investment types.

Brian Yaiser Sr. is a financial advisor at OSAIC with Series 63 and Series 65 credentials and 41 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 25 years before joining SagePoint Financial, Inc., and later OSAIC. Outside of his advisory work, he serves on the board of the Salvation Army’s Lockport Corps and is involved in several business ventures including a family farm and event services. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing a range of tools and third-party platforms to manage portfolios with various asset types on both discretionary and non-discretionary bases.