Williamsville, NY California Dr Office

Richard Fichter Jr. is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fichter Wealth Management, Inc., where he serves as president, and Securities America Advisors Inc. Outside of his advisory work, he is a deacon at the First Baptist Church of West Seneca. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and multiple advisory platforms to construct portfolios that incorporate a wide range of investment options.

Jonathan Fichter is a CFP® with 11 years of industry experience and is currently affiliated with OSAIC. He has worked at Fichter Wealth Management and Securities America, Inc. Prior to joining OSAIC, he spent significant time at Fichter Wealth Management. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through a large network of advisers, employing tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

William Moran is a financial advisor at Osaic Wealth, Inc. with 35 years of industry experience and holds the Series 63 designation. His career includes over a decade with Securities America Advisors, Inc., and he has operated William C. Moran & Associates, P.C. since 1990. Moran serves as a board member of the William and Diane Hein Foundation, a charitable organization. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios across multiple investment types on discretionary or non-discretionary bases.

Richard Fichter III is a financial advisor at OSAIC with 22 years of industry experience and holds a Series 66 designation. He has spent the majority of his career at Securities America Advisors Inc. and Securities America, Inc. Since 2016, he has also operated Fichter Wealth Management, Inc., which provides financial advice. In addition, he is named to serve as a future co-trustee on a family trust. OSAIC serves a diverse client base including individual, high-net-worth, pension, profit-sharing, corporate, and charitable investors through a large network of advisors. The firm employs multiple advisory platforms and integrates brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.