George Mendoza is a financial advisor with OSAIC in La Palma, California, holding a Series 63 designation and offering 30 years of industry experience. He has worked at OSAIC since 1995 and served at Regal Advisory Services, Inc. from 2016 to 2026. Outside of his advisory role, Mendoza owns George P Mendoza Tax Service, providing tax preparation services to clients. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, portfolio management, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection.

Clive McKay is a CFP® with 34 years of experience in the financial services industry. He is currently a financial advisor at Osaic Wealth and previously worked at Ameriprise Financial Services and Securities America Advisors. Outside of his advisory role, he serves as a solicitor referring prospective clients to LTAM and assists clients with estate planning document preparation through Reliant Publishing Services. Osaic Wealth serves a diverse range of retail and institutional clients by offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process uses model-based asset allocation and portfolio optimization, and it supports various managed account strategies and third-party money manager programs.