Pittsford, NY 1159 Pittsford Victor Rd Office

Michael Silverstein is a financial advisor with OSAIC based in Pittsford, NY, holding a Series 66 designation and having 20 years of industry experience. His prior roles include positions at FSC Securities Corp, Cadaret, Grant & Co., Inc., HSBC Securities (USA) Inc., and Morgan Stanley. Outside of his advisory work, he serves on the board of the Jewish Federation of Greater Rochester and participates in educational fundraising as a committee member for the Honeoye Falls-Lima Central School District Education Fund. He is also involved in promoting the Rochester Film Festival. 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 process is model-based, focusing on asset allocation and portfolio optimization with options for discretionary strategies, third-party managers, and alternative investments.

Kevin Cross is a financial advisor at Osaic with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera and Foresters Financial Services. Outside his advisory role, he volunteers as a T-ball coach for Chili Youth Baseball and owns Previs Wealth, LLC, which he uses for shared business expenses and succession planning. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies alongside third-party manager selection.

James Henry is a financial advisor with Osaic Wealth, INC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include long tenure at Foresters Financial Services and Cetera. He is also owner and president of Atlas Wealth Advisors LLC, an investment-related business. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process relies on model-based asset allocation and portfolio optimization, supporting discretionary and non-discretionary strategies across multiple custodial and legacy program arrangements.

Elizabeth Carter is a financial advisor at OSAIC with 13 years of industry experience. She holds a Series 66 designation and has worked previously at Securities America Advisors, Inc. and Wall Street Financial Group, Inc. She serves as a Senior Supervision Analyst and holds a New York State insurance license, which she uses to review variable transactions in her role. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services across multiple programs, including comprehensive financial planning and retirement plan consulting. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies.

Ryan Miller is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera and Foresters Financial. Outside of his advisory work, he serves as a board director and lacrosse coach for the Fellowship of Christian Athletes, a charitable organization. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a model-based investment approach that incorporates portfolio optimization and risk management tools. The firm supports various account types and investment strategies through an extensive multi-advisor platform.

Victoria Bach is a financial advisor with OSAIC based in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes prior roles at Securities America Advisors, Inc. and Wall Street Financial Group, Inc. She serves as a FINRA industry arbitrator and disciplinary panelist and is co-owner and instructor at Flower City Danc, a local LLC where she also contributes capital and handles some administrative duties. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, utilizing model-based asset allocation, portfolio optimization, and a range of programs including Unified Managed Accounts and third-party money manager options.

Alissa Lusardi is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and previously worked at Securities America Advisors and Northwest Bank. Outside of her advisory role, she performs compliance and supervision duties as a supervision analyst for Evolution Financial Advisors. OSAIC Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services across several programs including comprehensive financial planning and retirement plan consulting. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supported by various tools and a multi-advisor platform.

Judith Plain is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at FSC Securities Corp and Cadaret, Grant & Co., Inc. Outside of her advisory role, she serves as Treasurer for the First Presbyterian Church of Honeoye Falls and advises Alternatives for Battered Women on financial matters. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, offering a range of brokerage and advisory services through a multi-advisor platform.