Chloe Williams is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for four years. Williams attended UC Berkeley from 2017 to 2021. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement consulting. The firm’s investment process utilizes model-based asset allocation and portfolio optimization supported by risk assessments and rebalancing tools.

Amber De Bartolo is a financial advisor at OSAIC Wealth, Inc. with a Series 66 designation and one year of industry experience. Prior to joining OSAIC, she worked at Shorelight Wealth Group and has professional experience outside of finance, including roles at FirefighterAid and Sungarden Terrace. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Richard Rojeck is a financial advisor at OSAIC with 45 years of industry experience. He holds a Series 63 credential and previously worked for Lincoln Financial Advisors Corporation and Osaic FA, Inc. Rojeck is also an author and public speaker, involved in promoting his book through a personal media business. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers both brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization through a multi-advisor platform.

Peter Falk is a financial advisor with OSAIC based in La Jolla, CA, holding a Series 66 designation and 25 years of industry experience. Before joining OSAIC in 2025, he spent 25 years with Lincoln Financial Advisors Corp. He serves as co-director of education for the San Diego-based nonprofit Scope Institute, which provides educational events for business owners. He is also a trustee designated for a family trust. OSAIC Wealth serves a diverse clientele including retail investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment approach incorporating asset allocation, portfolio optimization, and third-party management options.

Zackery Bertrand is a CFP®-certified financial advisor with ten years of industry experience, currently with OSAIC since 2025. He previously worked at Lincoln Financial Advisors for nine years. Outside of advisory work, he is also licensed as an insurance agent offering accident and health insurance, disability insurance, fixed/indexed annuities, long-term care insurance, and traditional life insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization.

Antar Abderrahman is a financial advisor at Osaic with seven years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and the San Diego Padres. He is also involved in the sale of non-variable insurance and annuity products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.

Scott Ida is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and spent 19 years with Lincoln Financial Advisors prior to joining OSAIC. Outside of his advisory role, he is also an insurance agent offering life, disability, long-term care insurance, and fixed and indexed annuities. OSAIC Wealth serves a broad client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and a network of affiliated broker-dealer and RIA relationships.

Ethan Lagasse is a financial advisor at Osaic with one year of industry experience. He holds a Series 66 designation and has worked at Lincoln Financial Advisors and The Spot prior to joining Osaic. He completed his education at Santa Clara University and St. Augustine High School. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers a range of managed and third-party strategies.

Peter Mc Mahon is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. His prior roles include positions at Lincoln Financial Advisors, J.P. Morgan Securities, Chase Investment Services Corp., and TD Ameritrade. He is also licensed as an insurance agent offering disability and traditional life insurance, along with fixed and indexed annuities. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, providing a range of brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Scott Elardo is a financial advisor at OSAIC with 23 years of industry experience. He previously worked for Lincoln Financial Advisors Corp for 22 years. Outside of his advisory role, he serves as an investment trustee for several trusts and acts as successor trustee for his family trust. He is also the owner and CEO of SRE Legacy Ventures, Inc., an administrative entity for his financial planning practice. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a range of brokerage and advisory services, emphasizing model-based asset allocation, portfolio optimization, and access to third-party managers and proprietary models.

Larry Manuel is a financial advisor at OSAIC with 39 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 27 years and at Osaic FA, Inc. for 28 years. Outside of advising, Manuel serves as the Director of Education for the San Diego chapter of the Scope Institute, a nonprofit providing educational events for business owners, and he is a board member of the Waipouli Beach Resort AOAO. OSAIC serves a broad mix of retail and institutional clients, offering a multi-advisor platform that includes brokerage and advisory services across various programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of strategies and third-party manager options.

Art Parry is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He worked at Lincoln Financial Advisors for 19 years before joining OSAIC in 2025. Outside of his advisory role, Parry is involved in fixed and indexed annuity sales as a licensed insurance agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by advanced analytics and a broad platform of managed account options.

Maureen Huttel is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 11 years. In addition to her advisory role, she is licensed as an insurance agent offering health, disability, annuities, and life insurance products. OSAIC is a multi-advisor platform serving retail and institutional clients, including high-net-worth individuals, retirement plans, and charities. The firm emphasizes model-based asset allocation and portfolio optimization, offering a range of brokerage and advisory services through affiliated broker-dealer and RIA relationships.

David Maurer is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Sagepoint Financial, Inc. and Sentra Securities Corporation. Maurer is president of the board of directors at Ofite Corporation, where he collaborates on business strategies. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment process focuses on model-based asset allocation and portfolio optimization supported by various analytical tools.

Aaron Scheg is a financial advisor with OSAIC Wealth, Inc., holding a Series 66 designation and based in La Jolla, California. He began his advisory career in 2024 and has prior experience working with Shorelight Wealth Group, as well as roles outside the financial industry including positions at Aztec Aquaplex, Cheesecake Factory, Millie's American Kitchen, and Rudgear Estates Swim Club. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services such as comprehensive financial planning and retirement plan consulting. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent industry consolidation.

Ryan Walls is a financial advisor with OSAIC in La Jolla, CA, holding a Series 66 designation and five years of industry experience. He previously worked at Lincoln Financial Advisors for six years and has a varied background including roles with San Diego Legion and Innovative Therapy 4 Kids. Walls also holds insurance agent licenses and offers fixed insurance products such as annuities and health-related coverage. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm provides brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and a range of investment programs supported by both proprietary and third-party strategies.

Cody Barner is a financial advisor at Osaic with eight years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors and Liberty Mutual Insurance. Barner is also licensed to offer health, disability, life insurance, and fixed/indexed annuity products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment programs and third-party manager options.

Michael Zeiter is a financial advisor at OSAIC Wealth, Inc. with 25 years of industry experience. He holds the Series 63 designation and has worked at firms including Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory role, he owns a rental property. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation, portfolio optimization, and both discretionary and advisor-managed investment strategies.

Diana Hoogendoorn is a Series 66-licensed financial advisor with 17 years of industry experience. She currently works at Osaic and previously spent 18 years with Lincoln Financial Advisors Corporation. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering a range of advisory and brokerage services supported by a complex affiliate network and private-equity ownership.