James Nuzzi is a financial advisor with OSAIC in San Diego, CA, holding the ChFC® and Series 63 designations and having 43 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 11 years. He also operates Nuzzi Financial Network, which provides insurance products including accident, health, disability, fixed annuities, and 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 offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across various asset classes.

Amanda Bonomi is a CFP® with 18 years of industry experience, currently affiliated with OSAIC. Her prior roles include positions at Securities America Advisors, Inc. and Foothill Securities, Inc. She is also the owner of Bonomi Financial, Inc., which provides tax preparation and planning services, and serves as Vice President of Jade San Diego, a nonprofit supporting youth athletics in low-income areas. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through an extensive network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes, operating both discretionary and non-discretionary accounts.

Hannah Stanek Chu is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. She previously worked at Lincoln Financial Advisors for five years before joining OSAIC in 2025. Outside of her advisory role, she performs as a live musician and singer at various venues. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated financial advisers and multiple advisory platforms.

Danielle May is a financial advisor at OSAIC with 8 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Brio Financial Group and TD Ameritrade. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

William Friess is a financial advisor at OSAIC with a Series 66 designation and 47 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 19 years before joining OSAIC in 2024. Friess is also the owner of Friess Consulting Group, where he coaches financial services professionals and is involved in fixed insurance product sales. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm utilizes various analytical tools and supports both discretionary and non-discretionary account management with access to multiple third-party managers and wrap programs.

Angeli Forster is a financial advisor at Osaic with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Osaic since 2023, previously serving at SagePoint Financial and National Planning Corporation. Forster manages rental properties as a business activity outside of her advisory work. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs tools such as asset-allocation models and automated rebalancing to construct diversified portfolios and provides access to third-party managers and managed-account solutions.

Amber Reams is a financial advisor at Osaic with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Commonwealth Financial Network, LPL Financial, and CETERA Advisor Networks. Outside of her advisory role, she is involved in accounting and tax preparation through her work at Financial Planning Department, Inc. Osaic Wealth serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services along with financial planning and retirement plan consulting. The firm utilizes various asset-allocation tools and third-party platforms to provide diversified portfolio management across multiple investment types.

Valerie Stanek is a CFP® with 34 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. She previously spent ten years with Lincoln Financial Advisors. Outside of her advisory role, she also practices as an attorney and acts as a notary, offering legal services and related investment activities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and utilizing multiple third-party platforms and investment strategies.

Evan Thomas is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior work includes roles at several technology companies. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios across various asset classes.

Gary Gunning is a financial advisor at OSAIC with over 43 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Marsh & McLennan Agency, MMA Securities LLC, Sagepoint Financial, Inc., and Barney & Barney, LLC. Outside of his advisory role, he offers life, annuities, long-term care, and disability insurance, and serves as managing member of an LLC that owns farmland. OSAIC serves a diverse client base including individual, high-net-worth, pension, and charitable investors through a large network of advisers and advisory platforms. The firm utilizes asset-allocation tools and integrated investment services to construct portfolios across multiple asset classes and offers support for legacy accounts, third-party managed solutions, and various advisory programs.

Delon Mansour is a financial advisor with Osaic Wealth, Inc. in San Diego, CA, holding the CFP® and ChFC® designations and possessing 16 years of industry experience. His work history includes roles at LPL Financial and Kestra Advisory prior to joining Osaic. Outside of advising, Mansour owns several businesses, including an Amazon FBA venture and a company involved in buying and selling auctioned ATVs and off-road vehicles. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services using firm-supported tools such as asset-allocation models and automated rebalancing, offering portfolios that include a range of securities managed on either a discretionary or non-discretionary basis.

Ronald Ceniceroz is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Integrated Wealth Strategies Inc. and Securities America, Inc. He also owns an insurance business focused on medical insurance sales. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Joseph Tansey is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and National Planning Corporation. In addition to his advisory role, he owns IE&J, LLC, an S-Corp unrelated to investment activities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers, employing asset-allocation tools and automated rebalancing in portfolio construction.