New York, NY Penn Plaza, 225 West 34th Street Office

Nathan Mc Kearney is a CFA® charterholder and holds Series 63 and Series 66 licenses. He has four years of industry experience and is currently affiliated with OSAIC in New York, NY. Prior to joining OSAIC in 2025, he worked at Eagle Strategies LLC, NYLIFE Securities LLC, Atlantic Planning Group, National Amusements Inc., and Holt Renfrew. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning and retirement consulting. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Johan Vako is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and 66 licenses, with seven years of industry experience. His work history includes roles with OSAIC and Securities America Advisors, among others. OSAIC serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and portfolio management technologies to construct and manage portfolios across various asset classes.

Elissa Levy is a financial advisor at OSAIC based in New York, NY, holding a Series 66 designation and has two years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Inc., QuantumView Wealth Management, and Ameriprise. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, managed on a discretionary or non-discretionary basis.

Kapil Jain is a financial advisor at OSAIC in New York, NY, holding the CFA® designation and Series 63 license, with one year of industry experience. His prior experience includes roles at Wall Street Alliance Group, HSBC Securities (USA) Inc, Prudential Financial Inc., Goldman Sachs, and the Federal Reserve Bank of New York. OSAIC 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 diversified portfolio construction using firm-provided asset-allocation tools and third-party managed-account solutions.

Syed Nishat is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Securities America Advisors, Inc. and Securities America, Inc. for eight years. Outside of his advisory role, Nishat serves as a treasurer and volunteer on the cooperative board of his New York City building and volunteers with a nonprofit focused on empowering teens with personal finance knowledge. OSAIC serves a broad range of retail and institutional clients through a network of financial advisers, offering integrated brokerage and investment advisory services alongside access to third-party money managers and model portfolios. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios tailored to client needs.

Keviin Shah is a Series 66 licensed financial advisor with two years of industry experience. He is currently with OSAIC in New York, NY, where he has worked since 2024. Prior to this, he held positions at Securities America, Inc. and Navagant Advisors. Osaic Wealth, Inc. serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms, utilizing asset-allocation tools and third-party solutions to manage diversified portfolios.

Anthony Francis is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Securities America Advisors, Inc. for 11 years. He is also the owner and operator of A. Francis and Associates, an accounting firm that provides income tax, payroll, sales tax, and bookkeeping services, and he provides health, life insurance, and annuity products to clients. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs a variety of asset-allocation tools and manages portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments across discretionary and non-discretionary accounts.

Aadil Zaman is a financial advisor at Osaic with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Securities America Advisors, Inc. for eight years. Outside of his advisory role, he is a freelance actor and serves as the Board Treasurer for his cooperative building. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and efficient-frontier analysis to construct portfolios across various asset classes and offers both discretionary and non-discretionary account management options.

Kyle Jones is a CFA® charterholder with 15 years of industry experience. He currently works with OSAIC and Wall Street Alliance Group, having previously been with Fidelity Investments and Neuberger Berman LLC. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Jake Gross is a CFP® professional with five years of industry experience, currently advising at OSAIC in New York, NY. His prior experience includes roles at Wells Fargo Bank, Fidelity Investments, and Trillium Trading. Outside of finance, he operated a photography business for five years. OSAIC serves a diverse group of clients, including individual and high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services. The firm employs various portfolio construction tools and third-party platforms to deliver tailored investment solutions.