Abiel Acosta is a CFP® professional with 22 years of industry experience, currently affiliated with OSAIC since 2025. Prior to joining OSAIC, he spent 19 years at Lincoln Financial Advisors Corp. Acosta is also licensed as an insurance agent, offering various life, disability, and long-term care insurance products and annuities. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering a multi-advisor platform with brokerage and advisory services that utilize model-based asset allocation and portfolio optimization strategies.

Tristan Dupont is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and previously worked at Crescendo Wealth Strategies and Marcum LLP. Dupont attended California Lutheran University for four years before beginning his career in financial services. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and offers a range of investment programs across affiliated entities.

Clarice Couey is a financial advisor at OSAIC with 21 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 21 years. In addition to her advisory role, she acts as an insurance agent offering accident/health, disability income, traditional life insurance, and fixed/indexed annuities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of advisory and brokerage services supported by a model-based investment process and offers access to various portfolio management and alternative investment solutions.

Candice Carrizales is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 credential and previously worked at Acosta Wealth Management and Geico. Outside of her advisory role, she is licensed to offer and service fixed insurance products, including fixed and indexed annuities, accident, disability, long-term care, and traditional life insurance. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supported by a complex network of affiliates and private-equity ownership.