Gary Charlebois is a financial advisor with OSAIC in La Verne, CA, holding a Series 63 license and over 45 years of industry experience. He has been with OSAIC since 1989 and also operates Pension Portfolios, a sole proprietorship through which he occasionally writes life and health insurance policies. OSAIC serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services with a variety of investment platforms and third-party manager options.

Kristin Charlebois is a financial advisor with OSAIC based in La Verne, CA. She holds a Series 66 designation and has three years of industry experience. Prior to joining OSAIC, she has worked with Royal Alliance Associates, INC. since 2023 and has been involved with Pension Portfolios, Royal Alliance Associates since 2004. Charlebois also provides notary public services as a courtesy to clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various investment types.