Ronald Lopresti is a financial advisor at OSAIC with 33 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services, Questar Asset Management, and Ameritas Investment Company. Outside of his advisory role, he is a partner in Weiss Lopresti Capital Management and L&W Holdings, LLC, and also acts as an insurance agent focusing on fixed insurance products. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and provides access to discretionary and third-party managed strategies through a multi-advisor platform.

Jonathan Weiss is a financial advisor at OSAIC with 32 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services, Questar Asset Management, and Ameritas Investment Company. Weiss is involved in several insurance and business ventures, including fixed insurance sales and managing an S corporation related to insurance commissions. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering services ranging from comprehensive financial planning to advisor-managed portfolios and retirement consulting. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by a multi-advisor platform integrating various advisory and brokerage programs.