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Donald G
Series 63, Series 65
Newport Beach, CA
OSAIC
Donald Garcia is a financial advisor at OSAIC with 38 years of industry experience. He previously worked for Lincoln Financial Advisors Corp. for 25 years. Outside of his advisory work, Garcia is involved in offering life settlements and equity indexed annuities, and he owns an LLC involved in holding real estate. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary account management.
John B
Series 66
Newport Beach, CA
OSAIC
John Balster is a financial advisor with OSAIC, holding a Series 66 credential and 20 years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors for six years and spent four years with Princor Financial Services Corporation and Principal Life Insurance Company. He also works as an insurance agent, offering disability and traditional life insurance as well as fixed and fixed indexed annuities. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing various tools and strategies to construct portfolios tailored to client risk tolerance and investment goals.
Hunter H
Series 66
Newport Beach, CA
OSAIC
Hunter Hesslen is a Series 66 licensed financial advisor with approximately one year of industry experience. He has held roles at Osaic Wealth, Inc., Edward Jones, and Pinnacle Consulting - Lincoln Financial. His background also includes work outside finance at Starbucks and involvement with Pepperdine University in various capacities. Hunter Hesslen is affiliated with Osaic Wealth, Inc., a firm that serves a diverse client base including individuals, high-net-worth investors, and institutional clients. Osaic offers a range of integrated brokerage and advisory services, using firm-provided tools and third-party platforms to construct and manage client portfolios across multiple asset classes.
Brent D
Series 66
Newport Beach, CA
OSAIC
Brent Dellinger is a Series 66-licensed financial advisor with five years of industry experience. He is currently with OSAIC and previously worked at Lincoln Financial Advisors, H&R Block, and Aristotle Credit Partners. 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 supported by various asset-allocation tools and access to multiple investment platforms and third-party managers.
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