Needham Heights, MA Office

Peter Sechoka is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Signator Investors, Inc. and John Hancock Financial Network. Outside of his advisory work, he owns an online business selling audio and musical equipment. 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 integrated brokerage and advisory services, utilizing various investment platforms and third-party money managers to construct diversified portfolios tailored to client needs.

Michael Fornal is a financial advisor with Osaic Wealth, Inc. based in Needham Heights, MA, holding a Series 66 designation and over 23 years of industry experience. He previously worked at Royal Alliance Associates, INC. and Jhfn Sii. In addition to his advisory work, Fornal operates a sole proprietorship, Centinel Financial Group, and provides insurance brokerage services to clients. 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 a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction and access to multiple third-party investment platforms.

Max Morgovsky is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. He has held positions at OSAIC since 2022 and at Centinel Financial Group since 2021. Outside of his advisory roles, Morgovsky serves as a checkbook auditor for the Freemasonry of Massachusetts. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and provides integrated brokerage and investment advisory services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios on both discretionary and non-discretionary bases.

George Bernet is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and 65 licenses. He has 34 years of industry experience, including roles at Royal Alliance Associates, John Hancock Life Insurance Co., and Signator Investors. In addition to his advisory work, he provides disability and life insurance policies through various agencies. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a range of investment products.

Anthony Di Chiara is a financial advisor with OSAIC, holding Series 66 and Series 65 licenses and bringing 18 years of industry experience. He worked at Sii for 10 years before joining OSAIC in 2018. In addition to his advisory role, he is involved in insurance brokerage and financial planning through an LLC. OSAIC serves a diverse client base, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to build portfolios consisting of various asset classes, managed on discretionary or non-discretionary bases.

Patricia Curran is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at SagePoint Financial, Inc. and Cambridge Investment Research Advisors, INC. Curran is a member of Boston Women in Finance, a networking group for women in the financial industry. 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 with investment portfolios constructed using firm-provided asset-allocation tools and third-party money managers.

Adam Sachs is a financial advisor with Osaic Wealth, Inc. based in Needham Heights, MA, holding a CFP® certification and Series 63 and 65 licenses. He brings 32 years of industry experience, with prior roles at Global Laminates, John Hancock Life Insurance Co., and Signator Investors, Inc. Sachs serves on several nonprofit and community boards, including as president of the Ashland Business Association and a member of the board of the Office of NAIFA Massachusetts, and volunteers mentoring individuals on financial wellness. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using firm-provided tools, supporting both discretionary and non-discretionary accounts across multiple asset classes.

Kevin Kogut is a financial advisor at OSAIC with 30 years of industry experience. He holds a Series 63 designation and has previously worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and John Hancock Mutual Life Insurance Co. Kevin is also involved with Centinel Financial Group, LLC, providing insurance and investment products to clients. OSAIC serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services with a range of investment management tools and third-party solutions.

Julie Donaruma is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc. since 2018 and at Sii from 2016 to 2018. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and investment advisory services with financial planning and retirement consulting, employing various tools and third-party platforms to construct and manage portfolios tailored to client needs.

Adam Marino is a CFP® professional affiliated with OSAIC, based in Needham Heights, MA, 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 insurance and financial advisors’ advocacy group. 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 a network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation and portfolio construction using multiple advisory platforms and third-party managed-account solutions.

Chiquita Rice is a financial advisor with OSAIC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones for seven years before joining OSAIC in 2021. Rice serves on the board and finance committee of Shelter Music Boston, a nonprofit organization, and is the founder of Wings of Wellness, another nonprofit connected to her financial advisory work. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Scott Cicerone is a financial advisor at Osaic Wealth Inc. with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Maverick Funds, American Century Investment Services, Inc., and Fidelity Investments. Outside of his advisory work, he has been involved with Foxboro Youth Football & Cheer since 2019. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using a range of asset-allocation tools and portfolio management approaches.

Julie Patterson D'angelo is a financial advisor at Osaic with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Osaic since 2018. Prior to that, she spent 15 years at John Hancock Life Insurance Co. and Signator Investors, Inc. She is also a partner in Centinel Financial Group LLC, where she is involved in business operations. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisors, offering integrated brokerage and investment advisory services along with access to third-party managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios across various investment types.

Robert Basiri is a financial advisor with Osaic Wealth, Inc. located in Needham Heights, MA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Sii Jhfn. He is also a partner at Diamond Point Wealth Partners, where he focuses on business development and team management. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage diversified portfolios on both discretionary and non-discretionary bases.

Erica Mellone is a CFP® professional with 17 years of industry experience, currently serving at Royal Alliance Associates, INC. since 2018. She previously worked at John Hancock Life Insurance Co. and Signator Investors, Inc. from 2008 to 2018. Outside of her advisory work, she serves on the board of the Boston Young Professionals Association, where she advises and manages several partnerships. She is affiliated with Osaic Wealth, Inc., which serves a diverse client base including individual and institutional investors through a large network of advisers. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various investment types.