Scott Sage is a financial advisor with OSAIC in San Clemente, CA, holding Series 63 and Series 65 licenses and 33 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Securities Corporation for 17 years. He is also involved in insurance and investment-related activities through his sole proprietorship, Sage Financial Innovations, offering various insurance products including accident and health, disability, 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 integrated brokerage and advisory services with a focus on diversified portfolio construction using firm-provided tools and access to third-party managers and wrap programs.

Drew Marloe is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 43 years of industry experience. His prior roles include 14 years at Sagepoint Financial, Inc. and longstanding leadership as president of Independent Capital Management, Inc. He is also the owner of ICM Life Insurance Agency and ICM Real Estate, Inc. OSAIC serves a diverse client base across retail and institutional segments, offering integrated brokerage, advisory services, and access to third-party money managers through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.