Wakefield, MA 301 Edgewater Place Office

Brady Rodgers is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arcadia Financial Group and Arcadia Wealth Management. He has also held roles with the YMCA of Greater Boston and Hannaford Supermarkets. 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 approach features model-based asset allocation and portfolio optimization with options for discretionary management, third-party managers, and proprietary strategies.

Scot Reynolds is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at OSAIC since 2018, following an 11-year tenure at Sii. In addition to his advisory role, he is a partner at Boston Partners Wealth Management, LLC, which provides financial advisory services through Royal Alliance Associates. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a multi-advisor platform offering both brokerage and advisory services across various programs, with an investment approach centered on model-based asset allocation, portfolio optimization, and a broad range of managed strategies.

James Connors is a financial advisor at Osaic Wealth with one year of industry experience. He holds the Series 66 designation and previously worked at Parametric Portfolios and New Orleans Saints and Pelicans LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Maja Stojanovic is a CFP® professional with 23 years of industry experience, currently associated with OSAIC. Her work history includes roles at Royal Alliance and National Planning Corporation. She also serves as a notary public and holds executive positions at Flagship Wealth Advisors, LLC, and Flagship Financial Advisors, LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plan participants, and corporate clients, offering a variety of brokerage and advisory services supported by a model-based investment process and a broad affiliated network.

Matthew Ros is a financial advisor at Osaic with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advising, he is involved with GenX Financial LLC, an entity focused on payroll and benefits services for innovative financial groups. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and multiple custodial and program arrangements.

Michael Ryan is a CFP®-designated financial advisor with 21 years of industry experience. He has worked at OSAIC since 2018 and previously spent 13 years at Signator Investors, Inc. In addition to his advisory role, he is engaged in insurance sales and holds a partnership position at Boston Partners Wealth Management, LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing a model-based investment process with options for discretionary management, third-party managers, and proprietary strategies.

Matthew Solecki is a financial advisor with OSAIC, holding a Series 66 designation and beginning his industry experience in 2023. Prior to joining OSAIC Wealth Inc in 2026, he worked at the Federal Deposit Insurance Corporation and Flagship Wealth Advisors. Outside of finance, he has experience in hospitality and construction, including roles at Jake's Bar and Grill and Garvin Construction Products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by technology-driven tools, with a notable scale and complex affiliate structure.

James Connors is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 40 years of industry experience. He worked at Signator Investors, Inc. for 32 years before joining OSAIC in 2018. Connors is also the managing partner of Boston Partners Wealth Management, LLC, an insurance brokerage focusing on wealth management services. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory solutions through a multi-advisor platform. The firm employs a model-based investment approach with asset allocation and portfolio optimization tools, supporting discretionary and advisor-managed strategies alongside a wide range of program offerings.