Scarsdale, NY Office

Daniel Gao is a financial advisor at OSAIC with three years of industry experience. His prior roles include positions at Lincoln Financial Advisors, JPMorgan Chase, Citigroup, and Fidelity Investments. Outside of his advisory work, he is the sole owner and president of New Horizons Advisory Group LLC, providing market research and consulting services, and he also offers various insurance products as a licensed agent. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, and institutional entities, offering integrated brokerage and advisory services supported by asset-allocation tools and access to third-party managers. The firm operates a complex platform with multiple mergers and private-equity ownership, delivering a broad array of portfolio management options and financial planning services.

Stephen Gilberg is a financial advisor at OSAIC with 42 years of industry experience. He holds the ChFC® and Series 63 credentials and has previously worked at American Portfolios Financial Services, Inc., Questar Asset Management, and Questar Capital Corporation. Outside of his advisory role, he is president of Gilberg Agency Incorporated, a firm involved in selling and servicing life, disability, and employee benefits. 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 investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct diversified portfolios.