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Jonathan P

Series 66

El Segundo, CA

OSAIC

Jonathan Pineda is a financial advisor with OSAIC in El Segundo, CA, holding a Series 66 designation and 14 years of industry experience. His prior roles include eight years at Lincoln Financial Advisors Corporation and four years at Merrill. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a variety of investment types, and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Garrick P

CFP®, Series 63, Series 66

El Segundo, CA

OSAIC

Garrick Peters is a CFP®-credentialed financial advisor with over 31 years of industry experience. He is currently with OSAIC and has prior experience at Lincoln Financial Advisors Corporation, Bank of America, and Merrill. Peters is also involved in offering fixed and equity indexed annuities and traditional life insurance as an insurance agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and efficient-frontier analysis to construct diversified portfolios across multiple asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Denny B

Series 63, Series 65

El Segundo, CA

OSAIC

Denny Bilikas is a financial advisor with Osaic Wealth, Inc. in El Segundo, California, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for eight years and Merrill Lynch for nine years. Outside of advisory services, he is involved in life insurance sales and wealth planning through his role with ELEVATE360 WEALTH. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients with integrated brokerage and advisory services, utilizing proprietary asset allocation tools and offering access to third-party managers. The firm supports various investment strategies and platforms, catering to individual investors, corporations, pension plans, and charitable organizations.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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