Aaron Johnson is a financial advisor with OSAIC Wealth, Inc. in Corona, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, LPL Financial, Trilogy Capital, and National Planning Corporation. He also serves as secretary at Simplified Wealth Management, Inc., an investment-related corporation. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, utilizing discretionary and advisor-managed strategies alongside third-party managers and proprietary models.

Cory Leckie is a CFP®-certified financial advisor with 12 years of industry experience, currently with OSAIC. His prior roles include nine years at Mariner Independent Advisor Network, LLC, and LPL Financial. He serves as executor of a family living trust. OSAIC serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate entities, offering brokerage and advisory services through a multi-advisor platform focused on model-based asset allocation and portfolio optimization.

Kenichi Igarashi is a financial advisor at Osaic with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mariner Independent Advisor Network, LPL Financial, Trilogy Capital, and National Planning Corporation. He is also president of Simplified Wealth Management, a DBA providing financial advisory and management services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization supported by a range of programs and multiple custodial arrangements.

Joshua Mason is a financial advisor at Osaic Wealth with four years of industry experience. He holds a Series 66 designation and has worked previously at Mariner Independent Advisor Network and LPL Financial. His background includes roles outside finance, such as positions in collegiate athletics and retail. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation and portfolio optimization, supported by a complex affiliate network and private-equity ownership.

Patrick Mendoza is a financial advisor at Osaic with four years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Mariner Independent Advisor Network, LPL Financial, and Western University of Health Sciences. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party managed strategies.