Wira Tjakra is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Inc. for 31 years. Tjakra is also active as a health insurance agent. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services with diverse investment platforms and strategies.

Shu Todoroki is a financial advisor at OSAIC with 23 years of industry experience, including 21 years at Woodbury Financial. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Todoroki serves as an assistant varsity softball coach at Loara High School and Fullerton High School. OSAIC serves a diverse clientele of retail and institutional investors through a broad network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to a range of managed account solutions. The firm utilizes asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Matthew Kasa is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services, Inc. for 19 years. Kasa also operates a sole proprietorship that provides health and traditional life insurance services as well as personalized financial planning and investment management. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisors, offering integrated brokerage and advisory services along with financial planning and retirement consulting. The firm employs asset-allocation tools and diversified investment strategies, managing accounts on both discretionary and non-discretionary bases.

Michael Darany is a CFP®-designated financial advisor with 41 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Woodbury Financial Services from 2012 to 2024. His professional activities include comprehensive financial planning, tax preparation, and assistance with mortgage applications and real estate transactions. OSAIC serves a diverse clientele ranging from individual investors to institutions, providing integrated brokerage, investment advisory, and financial planning services through a large network of affiliated advisors and multiple advisory platforms.

Adam Zunino Jr. is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. and in business development at a software company, Platform9. In addition to his advisory role, he serves as COO of Companion Pet Group LLC, a business focused on pet supplements sold online. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs a range of portfolio construction tools and supports multiple advisory platforms, including access to third-party money managers and unified managed accounts.

Jeffrey Miller is a CFP®-certified financial advisor with 33 years of industry experience. He has been with OSAIC since 2024 and previously worked for Woodbury Financial Services, Inc. for 32 years. Outside of his advisory role, he is an attorney specializing in estate planning, probate, and business planning. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Adam Zunino is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He spent 35 years at Woodbury Financial Services, Inc. before joining OSAIC in 2024. Additionally, he conducts fixed insurance sales through Landmark Capital Wealth. OSAIC serves a wide range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by advanced asset-allocation tools and access to third-party investment solutions.

James Spina is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He spent 35 years at Fortis Investors, Inc./Woodbury Financial Services, Inc. before joining OSAIC in 2024. Outside of his advisory role, he volunteers as a board member for Arts For All, a nonprofit organization that helps underserved youth access music lessons and recitals. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, offering both discretionary and non-discretionary management options.