Needham Heights, MA Office

Peter Sechoka is a financial advisor with OSAIC in Needham Heights, MA, holding Series 63 and Series 65 licenses and possessing 21 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 owns and manages an online business selling audio and musical equipment. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services using model-based asset allocation and portfolio optimization, supported by various managed account strategies and third-party manager programs.

Michael Fornal is a financial advisor with OSAIC in Needham Heights, MA, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Royal Alliance Associates, Jhfn Sii, and John Hancock Investment Management. Outside of his advisory duties, he operates a sole proprietorship, Centinel Financial Group, where he performs the full range of financial advisor responsibilities. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and access to multiple custodial and third-party investment platforms.

Max Morgovsky is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 credential and has worked previously at Centinel Financial Group and Staples Inc. Morgovsky is also involved with the Freemasonry of Massachusetts as a Check Book Auditor. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with access to discretionary strategies, third-party managers, and alternative investments.

George Bernet is a financial advisor at OSAIC with 34 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at Royal Alliance Associates, Inc., John Hancock Life Insurance Co., and Signator Investors, Inc. Outside of his advisory duties, he is involved in providing life, disability, and long-term care insurance policies through independent agencies. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform and employs a model-based investment approach with tools for asset allocation, portfolio optimization, and risk management.

Anthony Di Chiara is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with OSAIC since 2018, following a decade at Sii. Outside of his advisory role, he is involved in insurance brokerage and financial planning through related business activities. OSAIC serves a diverse client base including retail investors, institutional clients, and retirement plan sponsors. The firm offers a range of brokerage and advisory services with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Patricia Curran is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with firms including SagePoint Financial, Cambridge Investment Research, Citizens Securities, and Fidelity. Outside of advising, she is a member of Boston Women in Finance. OSAIC Wealth serves a diverse client base ranging from individual investors to retirement plan sponsors and corporate clients. The firm offers advisory and brokerage services through a multi-advisor platform focused on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Adam Sachs is a CFP® professional with 32 years of experience in the financial industry. He has worked at OSAIC since 2018 and previously held roles at Global Laminates, John Hancock Life Insurance Co., and Signator Investors, Inc. Sachs serves on the board of directors and as Vice President of Government Relations for the Massachusetts chapter of the National Association of Insurance and Financial Advisors (NAIFA) and is involved in local community organizations including the Ashland Business Association and a nonprofit focused on financial wellness. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, providing advisors with tools for discretionary and advisor-managed strategies as well as access to third-party managers and proprietary models.

Kevin Kogut is a financial advisor at OSAIC with 30 years of industry experience. He holds a Series 63 designation and has worked previously at Royal Alliance Associates, Inc. and Signator Investors, Inc., as well as John Hancock Mutual Life Insurance Co. Kogut is also involved in providing insurance and investment products through Centinel Financial Group, LLC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process emphasizing asset allocation, portfolio optimization, and use of third-party managers and proprietary models.

Julie Donaruma is a financial advisor with Osaic, holding Series 63 and Series 65 designations and 11 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018 and previously spent two years at Sii. Osaic Wealth serves a wide range of retail and institutional clients through a large multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is noted for its scale, complex affiliate network, and recent consolidation activity.

Adam Marino is a Certified Financial Planner® at OSAIC with 18 years of industry experience. He worked at Sii for 10 years before joining OSAIC in 2018. Marino serves as a board member and head of the events committee for NAIFA Massachusetts, an industry advocacy group. OSAIC Wealth serves a diverse client base including individual 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 process focusing on asset allocation and portfolio optimization, supported by various managed account programs and third-party money managers.

Chiquita Rice is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at OSAIC and previously spent seven years at Edward Jones. Rice serves as a board member and finance committee member for Shelter Music Boston and is the founder of Wings of Wellness, a nonprofit associated with Monarch Investment Advisors, where she also holds the position of president. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and a range of investment strategies.

Scott Cicerone is a financial advisor with OSAIC who holds Series 66 and Series 63 designations and has 18 years of industry experience. His prior roles include positions at Fidelity Investments and Maverick Funds. Outside of his advisory work, he has been involved with Foxboro Youth Football & Cheer since 2019. OSAIC serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services through a variety of programs. The firm’s investment approach relies on model-based asset allocation, portfolio optimization, and incorporates both discretionary and advisor-managed strategies.

Julie Patterson D'angelo is a financial advisor with Osaic, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked at Osaic since 2018 and previously spent 15 years with John Hancock Life Insurance Company and Signator Investors, Inc. She is also involved as a partner in Centinel Financial Group LLC, overseeing business operations. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.

Robert Basiri is a financial advisor with OSAIC based in Needham Heights, MA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His prior work includes roles at Royal Alliance Associates, Sii Jhfn, and Centinel Financial Group. Basiri is also a partner and financial advisor at Diamond Point Wealth Partners, where he focuses on business development and team management. OSAIC Wealth serves a diverse mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a variety of investment programs and maintaining a complex network of affiliated broker-dealer, asset management, insurance, and trust entities.

Erica Mellone is a CFP® with 17 years of industry experience currently working at OSAIC. She has worked at Royal Alliance Associates, Inc. since 2018 and previously held roles at John Hancock Life Insurance Co. and Signator Investors, Inc. She serves on the board of the Boston Young Professionals Association, where she manages partnerships and supports community events. Erica also works as a consultant and financial advisor with Centinel Financial Group. 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, supporting a range of strategies including Unified Managed Accounts and third-party money manager programs.