Michael Hanson is a CFP® with 19 years of experience in the financial industry, currently affiliated with OSAIC since 2007. In addition to his advisory role, he owns an art production and sales business and serves as a director of his local homeowners association in Oxnard, CA. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a wide network of advisers and multiple platforms. The firm employs various asset-allocation tools and provides access to third-party money managers and managed account solutions.

Jorge Zambrano is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He worked at Royal Alliance Associates, Inc. for 23 years before joining Osaic in 2023. Outside of his advisory work, he sells auto insurance for travel to Mexico through a sole proprietorship. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients via a large network of advisers and advisory platforms, offering integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm employs advanced asset-allocation tools and multiple third-party solutions to construct portfolios managed on discretionary or non-discretionary bases.