Syracuse, NY Wilkinson St Office

Matthew Dauksza is a CFP® professional with 25 years of industry experience, currently serving at OSAIC since 2023. His prior roles include positions at Sagepoint Financial, Inc. and Pruco Securities, LLC. He is CEO of Excelsior Wealth Partners and serves on the board of the Fayetteville-Manlius All Sports Boosters Club, supporting local high school athletics. OSAIC Wealth, Inc. provides services to a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated financial services through a large network of advisers, utilizing asset-allocation tools and third-party resources to construct and manage portfolios across various investment types.

Travis Decker is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of Utica, Excelsior Wealth Partners, and Utica University. Decker also serves as a Registered Assistant at Excelsior Wealth Partners, where he contributes to research and administrative tasks. OSAIC is a large firm serving retail and institutional clients through a broad network of advisers, offering integrated brokerage and investment advisory services. The firm employs various tools for portfolio construction and supports multiple advisory platforms, including third-party managed accounts and alternative investment options.

Brandon Champion is a financial advisor with OSAIC Wealth Inc. in Syracuse, NY, holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC in 2024, he has been involved with Northern Pines Golf Course and SUNY Oswego since 2021, with additional experience at Delta Sonic and Cicero North Syracuse Education. He also serves as a registered assistant at Excelsior Wealth Partners LLC, where he contributes to research analysis and document management. 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 advisors and platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using various investment vehicles and third-party solutions.

Kevin Christopher is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial and Prudential Insurance Company of America. Christopher also serves as Vice President at Excelsior Wealth Partners. OSAIC Wealth, Inc. serves a diverse range of clients including individuals, 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 range of portfolio options and utilizes various tools and third-party platforms to support client investment management.

Mark Squairs is a financial advisor with OSAIC in Syracuse, NY, holding a Series 63 designation and over 41 years of industry experience. His career includes long tenures at Guardian Life and roles at Sagepoint Financial, Cadaret, Grant & Co., and Park Avenue Securities. He is a senior partner at Squairs Planning Services, LLC, where he provides financial planning services. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to tailor portfolios that include a range of securities and alternative investments.

Louis Goeckel is a CFP® professional with 30 years of industry experience. He is currently with OSAIC and has previously worked at Sagepoint Financial, Key Investment Services, LPL Financial, and HSBC Securities. Outside of his advisory role, he serves as Treasurer for the NFL Alumni Upstate New York Chapter and is a co-patent holder of a face mask design. OSAIC serves a variety of retail and institutional clients through a large network of financial advisors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers.

Alex Dauksza is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Excelsior Wealth Partners and has held roles at St. Bonaventure University and Fayetteville Manlius High School. He also provides research reports through an investment-related LLC. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various portfolio construction tools and supports multiple advisory platforms and third-party solutions.

Joseph Viviano is a financial advisor at Osaic with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Private Advisor Group, LPL Financial, and Royal Alliance. Outside of his advisory role, Viviano serves as an unpaid student mentor and guest speaker at Le Moyne College, volunteers with the United Way of Central New York, and holds board positions with Sustainability for Scholarships and the Association of Upstate New York. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, offering portfolios constructed with a variety of asset classes managed on discretionary or non-discretionary bases, supported by advanced tools and third-party resources.

Matthew Champion is a CFP® professional with 21 years of industry experience. He is currently an advisor at OSAIC and has prior experience with Sagepoint Financial, The Prudential Insurance Company of America, and Pruco Securities. Outside his advisory role, he owns a sole proprietorship involved in selling insurance products, including Medicare, and serves as president of Excelsior Wealth Partners. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple platforms. The firm provides integrated brokerage and investment advisory services, incorporating asset-allocation tools and third-party money managers to construct diversified portfolios tailored to client needs.