Meet Your Team
Your team of qualified professionals
At Osaic Advisors, we have a fiduciary responsibility to act in your best interest. We know no single strategy fits everyone, which is why each of our clients receive individual attention, from planning to execution to follow-up. As your advocate, Osaic Advisors will always put your needs first. We are committed to your success and look forward to serving you!
Meet The Team
Our professionals have over a century of combined experience in the financial services industry. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.
Daniel C. Rodriguez
Managing Director, Wealth Advisor
Heather Buckridge, CFP®
Managing Director, Wealth Advisor
Wilmer Fernandez
Director, Retirement Plan Services
Diego Morcillo
Wealth Management Relationship Manager
Get to Know Us
As your advocate, Osaic Advisors' mission is to simplify complex financial concepts, so you feel informed and confident about where you are today and where you are headed in the future.