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Adam H

Series 65, Series 63

Laguna Niguel, CA

OSAIC

Adam Himelson is a financial advisor with Osaic Wealth Inc. in Laguna Niguel, CA, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at Independent Financial Group, LLC, and NPB Financial Group, LLC. Outside of his advisory work, he is involved in event planning through Himelson Enterprises Inc. Osaic Wealth, Inc. provides a range of financial services to retail and institutional clients, including investment advisory, financial planning, and retirement consulting. The firm utilizes robust asset-allocation tools and offers diverse investment options across brokerage and advisory platforms.

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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Jasper S

ChFC®, Series 63

Laguna Niguel, CA

OSAIC

Jasper Schanna is a ChFC® with 39 years of industry experience, currently serving as a financial advisor with OSAIC since 2023. He previously worked at SagePoint Financial Services, Inc. for eight years and has operated Schanna Financial & Insurance Service, Inc., his own insurance agency, since 1977. He is also a trustee of the Schanna Family Trust. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms and third-party money managers. The firm utilizes advanced asset-allocation tools 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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Alexandra R

Series 63, Series 65

Laguna Niguel, CA

OSAIC

Alexandra Rasmussen is a financial advisor at OSAIC Wealth Inc with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Independent Financial Group, LLC and NPB Financial Group, LLC. Outside of her advisory role, Rasmussen is involved in dance arts, serving on the board of AkomiDance Inc and working as a dance teacher and choreographer at Huntington Beach High School. OSAIC Wealth Inc serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to manage portfolios that include a variety of investment types.

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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