Pamela Rodriguez is a financial advisor with OSAIC in Los Angeles, CA, holding Series 63 and Series 66 licenses and with 19 years of industry experience. She has previously worked at Sagepoint Financial, Inc. for 14 years and independently with Independent Capital Management since 2007. Outside of advisory work, she serves as a certified paralegal at Citadel Law Offices, assisting with initial estate analysis for trust services, and teaches courses as a contractor at Cerritos College. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm uses a variety of asset-allocation tools and third-party services to construct portfolios across multiple asset classes, offering both discretionary and non-discretionary management options.

Terrence Joseph is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Independent Capital Management and SagePoint Financial since 2011. In addition to his advisory roles, he serves on the trustee board of Atherton B.C., a nonprofit church organization. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and investment advisory services with portfolio construction supported by asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing.

Michael Wegge is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Sagepoint Financial and TIAA-CREF. Outside of his advisory role, he serves as chairman of a regional advisory financial committee for a Christian church in the San Fernando Valley and is involved in providing healthcare support for elderly family members. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct portfolios across various asset classes.