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Nicole S
Series 66
Napa, CA
OSAIC
Nicole Sedano is a financial advisor at OSAIC with a Series 66 credential and one year of industry experience. Prior to joining OSAIC in 2025, she worked at LPL Financial / Nexus Wealth Partners and Lincoln Financial Advisors. Outside of finance, she has been involved in singing and songwriting since 2009. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by a range of asset-allocation tools and access to third-party money managers.
Stewart V
CFP®, Series 63
Napa, CA
OSAIC
Stewart Viets is a CFP®-credentialed financial advisor with 46 years of industry experience. He has been with OSAIC since 2025 and previously worked at Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory work, he is also a jazz saxophone musician. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools and third-party solutions to construct diversified portfolios for its clients.
Julie C
Series 66
Napa, CA
OSAIC
Julie Cutler is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation and Cornerstone Capital. OSAIC serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides a range of services including brokerage, investment advisory, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.
Melanie W
CFP®, Series 66
Napa, CA
OSAIC
Melanie Whitehead is a CFP® professional with 25 years of industry experience. She has worked at Lincoln Financial Advisors for 24 years before joining OSAIC in 2025. In addition to her advisory role, she is a notary public and holds responsibilities as an insurance agent offering health, disability, long-term care, and traditional life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated financial services and uses various tools and platforms to manage portfolios across multiple asset classes.
Phillip C
CFP®, Series 66
Napa, CA
OSAIC
Phillip Cordano is a CFP® professional with 25 years of industry experience, currently with OSAIC since 2025. He previously worked at Lincoln Financial Advisors Corp. for 24 years. Outside of advising, he offers health, long-term care, and traditional life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using asset-allocation tools and risk assessments to manage portfolios that include a range of investment types on both discretionary and non-discretionary bases.
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