Claudia De La Rosa is a financial advisor at OSAIC in El Paso, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. Her prior roles include positions at Triad Hybrid Solutions, Triad Advisors, and Graham Capital Strategies LLC. Outside of her advisory work, she serves as president of the Hunt College of Business Alumni Network and is a board member of the nonprofit Progress321. OSAIC serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a range of investment options and supports both discretionary and non-discretionary account management.

Joann Fontanez is a financial advisor at OSAIC with 15 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Fischer Wealth Management and Raymond James Financial Services. Fontanez also provides administrative assistance and support to financial advisors through registered client liaison roles at Strategic Wealth Position and M Financial Position. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to manage portfolios across a range of investment types.

Monica Narvaez is a CFP®-certified financial advisor at OSAIC with 38 years of industry experience. She has held roles at firms including Triad Hybrid Solutions, Triad Advisors LLC, M Holdings Securities, and Strategic Wealth Advisors. Narvaez serves on the boards of the El Paso Symphony Orchestra and Emergence Health Network, contributing to business guidance and outreach efforts in her community. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm employs asset-allocation tools and provides access to multiple advisory platforms, third-party money managers, and managed-account solutions.

Henry Gallardo is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Triad Hybrid Solutions, Strategic Wealth Advisors, and M Holdings Securities, Inc. Gallardo serves as chairman of the board for University Medical Center in El Paso and is a board member of several nonprofit organizations focused on health and community services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios tailored to client needs.

Thomas Gallardo is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Financial Advisors and Triad Advisors. In addition to his advisory role, he assists with investment management and operations oversight at a related wealth management firm and is involved in marketing insurance products for M Financial Group. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to charitable organizations through an extensive network of affiliated advisors. The firm employs various asset-allocation tools and third-party platforms to deliver integrated brokerage and advisory services tailored to clients' investment needs.