Xavier Angel is a financial advisor at OSAIC with 23 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at New Century Financial Group, MML Investors Services LLC, and MassMutual. Outside of his advisory role, he serves as president of the McKendall Estates Homeowners Association and is a commissioner for the Audubon Commission, overseeing operations for several local nature and wildlife institutions. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Erik Garcia is a CFP® and ChFC® with 24 years of industry experience. He is affiliated with OSAIC and has held roles at New Century Financial Group, Garcia Insurance Services, and Plan Wisely Wealth Advisors. Garcia also serves on the boards of the Algiers Economic Development Foundation and The Restoration Initiative for Culture and Community, and he co-hosts a podcast focused on financial education. OSAIC 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 employs various asset-allocation tools and offers integrated brokerage and advisory services, managed accounts, and third-party solutions.