ADVISOR BIO

Alaine MacDougall is a financial advisor who has been working in the financial services industry since 2011. Alaine is currently registered with Edelman Financial Engines in Uniondale, NY. Alaine has held previous positions with various financial institutions, including Equity Services, Inc., Equitable Advisors, LLC, The Investment Center, Inc., LPL Financial LLC, and Allstate Financial Services, LLC. Alaine is licensed to provide investment advice in New York.

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ADVISOR BIO

Anthony Timothy Francis is a financial advisor with over 25 years of experience in the industry. Anthony is currently registered with Osaic Wealth, Inc. and has previously worked at several other firms, including Securities America, Inc., MML Investors Services, LLC, Prime Capital Services, Inc., and Royal Alliance Associates, Inc. Anthony is licensed to provide investment advice in multiple states, and specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Anthony is committed to providing personalized service and helping clients achieve their financial goals.

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ADVISOR BIO

Benjamin Chafitz is a financial advisor currently registered with Osaic Wealth, Inc. with offices in UNIONDALE, NY. Benjamin has over 30 years of experience in the financial services industry and holds a variety of licenses and certifications, including Series 6, 7, 24 and 63 licenses. Benjamin has a strong track record of providing financial advice to individuals, families, and businesses. In addition to his work with Osaic Wealth, Inc., Benjamin is also a partner in TSGOC, LLC, a firm that provides administrative services to other financial advisors. Benjamin is a dedicated professional who is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

Bernard Vladimir Lauper is an active investment advisor representative registered with Osaic Wealth, Inc. Bernard has been in the financial services industry since October 25, 1998. Bernard has worked for several other firms before joining Osaic Wealth, Inc. These firms include Securities America, Inc., LPL Financial LLC, Financial Telesis Inc, and Securities America, Inc. Bernard is licensed to provide investment advice in California. Bernard provides investment advisory services to individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Bianca Helen Obrien is a financial advisor who has been active in the industry since February 7, 1991. Bianca is currently registered with Eagle Strategies LLC. Bianca has a broad range of experience in the financial services industry and holds licenses in multiple states, including New Jersey, New York, California, Connecticut, Florida, Pennsylvania. Bianca has worked for a number of firms in the past, including NYLIFE DISTRIBUTORS INC. and EAGLE STRATEGIES CORP.

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ADVISOR BIO

Bryan Pendrick is a financial advisor with over 24 years of experience. Bryan has been registered with the Securities and Exchange Commission (SEC) since 1999. Bryan is currently registered with Osaic Wealth, Inc. in New York, and also has a registered representative license in Arizona, California, Connecticut, Florida, New Jersey, and New York.

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ADVISOR BIO

Caitlin Chen is a financial advisor at Edelman Financial Engines. Caitlin has been in the financial industry since 2000 and holds a Series 6, 7, 10, 63, 65, and SIE licenses. Caitlin also has a Certified Financial Planner designation. Caitlin has experience working with a variety of clients, including individuals, businesses, and charitable organizations.

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ADVISOR BIO

Caroline Angell is an investment advisor representative at Edelman Financial Engines. Caroline has been working in the financial services industry since 2014. Caroline has experience at several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Caroline is registered with the state of New York as an investment advisor representative. Caroline holds the Series 7, Series 66, and SIE licenses. Caroline is a Certified Financial Planner.

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ADVISOR BIO

Christian Nally is a financial advisor at Cetera Investment Advisers LLC in Uniondale, NY. Christian has been in the financial services industry since 2020. Christian holds the Series 66, Series 7TO and SIE licenses. Christian is registered with Cetera Investment Advisers LLC and Cetera Advisor Networks LLC. Christian specializes in retirement planning, college savings, and estate planning. Christian is committed to providing personalized financial advice to help individuals achieve their financial goals.

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ADVISOR BIO

Christopher Ochlan is a financial advisor at Osaic Wealth, Inc. Christopher has been in the financial services industry since 1997. He holds the Series 6, Series 7, and SIE licenses. Christopher is registered with FINRA and is licensed in Florida, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Texas. He is also registered as an Investment Advisor Representative in New York. Christopher specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.

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