Williamsville, NY 6024 Main St Office

Gregory Poleon is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors, Inc. for over two decades. Outside of advising, he serves as a board member and CFO of LE3 Inc, a nonprofit before- and after-school program that he helped start for his daughter. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection.

Christopher Chiles is a financial advisor with OSAIC Wealth, Inc. in Williamsville, NY, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Pruco Securities LLC and Five Star Bank, where he also works as a relationship banker. In addition to his advisory work, he serves as a part-time tax preparer with Jackson Hewitt. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a range of customizable strategies implemented through affiliated broker-dealer and RIA relationships.

Randy Toth is a CFA® charterholder with 12 years of experience in the financial services industry. He is currently with OSAIC and previously held roles at Securities America Advisors and Citigroup. In addition to his advisory work, he brokers life and health insurance and provides tax preparation services. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory programs that emphasize model-based asset allocation and portfolio optimization through a multi-advisor platform.

Marc Pearlman is a financial advisor with OSAIC based in Williamsville, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes long-term roles at EverBank and Securities America Advisors, Inc. He has managed investment strategies and portfolios since 2002 under his own practice. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization, allowing advisors to implement discretionary strategies, select third-party managers, and utilize proprietary models.

Harender Arora is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. Arora serves as a trustee of the Niagara Frontier Sikh Society. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation, portfolio optimization, and a range of managed account options.