Tonu Viitas is a financial advisor with OSAIC and holds Series 63 and Series 65 designations, bringing 23 years of industry experience. He has worked at Sagepoint Financial, Inc. since 2009 and joined OSAIC in 2023. Outside of advisory work, he serves as the treasurer for the Estonian Society of San Francisco, a nonprofit organization supporting the Estonian community in the Bay Area. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors and multiple advisory platforms. The firm offers comprehensive brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a range of securities and alternative investments.

Essam Ibrahim is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Aig Financial Advisors since 2005 before joining OSAIC in 2023. Outside of his advisory role, he owns a mortgage brokerage and operates as a real estate broker and tax preparer. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.