James Nuzzi is a ChFC® credentialed financial advisor with 43 years of industry experience. He is currently with OSAIC and previously worked at Lincoln Financial Advisors Corporation and Hornor, Townsend & Kent, LLC. James also operates Nuzzi Financial Network, providing insurance and investment-related services. OSAIC Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization supported by various advanced tools and manages accounts through multiple custodial and affiliated entities.

Amanda Bonomi is a CFP® with 18 years of industry experience, currently serving at Osaic. She has previously worked at Securities America Advisors and Foothill Securities, among other firms. Outside of advisory work, she is involved as Vice President of Jade San Diego, a nonprofit supporting youth athletics in low-income areas. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary strategies.

Hannah Stanek Chu is a financial advisor at OSAIC with four years of industry experience and holds the Series 66 designation. Prior to joining OSAIC in 2025, she worked at Lincoln Financial Advisors from 2020 to 2025. Outside of her advisory role, she performs as a live music artist and singer in San Diego. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization tools within a large multi-advisor platform.

Danielle May is a financial advisor at OSAIC in San Diego, CA, with nine years of industry experience. She holds Series 65 and Series 63 designations and has previously worked at Brio Financial Group and TD Ameritrade. OSAIC serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm employs a model-based investment approach with tools such as risk-tolerance questionnaires and portfolio optimization, supporting multiple advisory strategies and third-party manager selections.

Christopher Lawes is a CFP® professional with 23 years of experience in the financial services industry. He currently works at OSAIC and previously spent over a decade with Securities America Advisors, Inc. and Securities America, Inc., along with a brief tenure at Guardian Life. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by a multi-advisor platform and model-based investment strategies.

William Friess is a financial advisor at Osaic with 48 years of industry experience. He holds a Series 66 credential and has previously worked at Woodbury Financial Services, Inc. and Mony Securities Corporation. 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 serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services through a multi-advisor platform, with an investment process focused on model-based asset allocation and portfolio optimization.

Angeli Forster is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 42 years of industry experience. Her career includes roles at UBS Financial Services, Sentra Securities Corporation, National Planning Corporation, and SagePoint Financial. She also owns and manages rental properties. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Amber Reams is a financial advisor with OSAIC in San Diego, CA, holding Series 66 and Series 63 licenses and 13 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, LPL Financial, Cetera Advisor Networks, and Financial Planning Department, Inc., where she also engages in accounting and tax preparation. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is known for its scale, complex affiliate network, and recent consolidation activities.

Valerie Stanek is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Osaic. She previously worked at Lincoln Financial Advisors for 10 years. In addition to her advisory role, Stanek is a licensed attorney providing legal services and holds a notary position, indicating involvement in legal and administrative activities beyond financial advising. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization through a multi-advisor platform supported by various investment strategies and third-party manager programs.

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, such as Netomi, SiteLock, and Zingle. OSAIC Wealth serves a wide 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 utilizes a model-based investment process with various portfolio management options and is noted for its scale and complex affiliate network.

Gary Gunning is a CFP® and ChFC® with 43 years of experience in the financial services industry. He is currently with OSAIC and has previously worked at Marsh & McLennan Agency, MMA Securities LLC, SagePoint Financial, Barney & Barney, Sunamerica Securities, and Wells Fargo Advisors. Outside of advisory services, he is involved in insurance sales and manages a farmland LLC. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform emphasizing model-based asset allocation, portfolio optimization, and a diverse suite of financial programs.

Delon Mansour is a financial advisor at Osaic with 16 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including LPL Financial, Morgan Stanley, Kestra Advisory, and Edward Jones. Outside of advisory services, he owns several small businesses, including an off-road vehicle auction business and an Amazon FBA venture managed by a third party. Osaic Wealth serves a diverse client base of retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, with a range of investment programs delivered across affiliated broker-dealer and RIA relationships.

Ronald Ceniceroz is a financial advisor with OSAIC based in San Diego, CA, holding Series 63 and Series 66 licenses and having 33 years of industry experience. He has worked with OSAIC since 2024 and previously served at Integrated Wealth Strategies Inc and SECURITIES AMERICA, Inc. He also has longstanding involvement in insurance sales dating back to 1986. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach focused on asset allocation and portfolio optimization, supported by various program options including Unified Managed Accounts and third-party money managers.

Joseph Tansey is a financial advisor with OSAIC in San Diego, CA, holding Series 63 and Series 65 credentials and offering 26 years of industry experience. He previously worked at Sagepoint Financial, Inc. and National Planning Corporation. Outside of his advisory work, he owns IE&J, LLC, an S-Corp unrelated to investment activities. OSAIC Wealth serves a broad range of clients, including retail, institutional, retirement plan sponsors, and charities, providing both brokerage and advisory services. The firm employs a model-based investment approach with tools for asset allocation and portfolio optimization, supporting discretionary and non-discretionary strategies across multiple platforms.