Steven Simmons is a financial advisor with Osaic Wealth, Inc. in San Diego, CA. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. Prior to joining Osaic in 2023, he worked at AIG Financial Advisors for 21 years. His outside activities include providing estate planning services and mortgage origination loans. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation tools, risk assessment, and a broad range of investment options across multiple platforms.

Matthew Henry is a financial advisor at OSAIC with nine years of industry experience. He has held roles at independent capital management since 2016 and Sagepoint Financial, Inc. from 2016 to 2023. He serves on the board of directors for Water 4 Life Global, a nonprofit organization providing clean water to underprivileged communities worldwide. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools and access to third-party managers to construct diversified portfolios across various asset classes.

Jonathan Isaac is a financial advisor with Osaic who holds Series 63 and Series 66 designations and has 27 years of industry experience. He previously worked at SagePoint Financial, Inc. from 2009 to 2023 and has been affiliated with Independent Capital Management since 1999. Outside of advisory services, he is involved in mortgage origination and serves as a certified estate planner referring clients for estate planning services. Osaic Wealth, Inc. serves a mix of retail and institutional clients through a broad network of affiliated advisers, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs various portfolio construction tools and provides access to third-party money managers and managed account solutions.

Fany Hirales is a CFP®-designated financial advisor with 16 years of industry experience, currently serving at OSAIC since 2023. Previously, she worked at SagePoint Financial and Independent Capital Management for 13 years. She is also the owner of Hirales Wealth Solutions, an LLC involved in administrative activities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services using asset allocation tools, risk tolerance assessments, and multiple investment strategies across discretionary and non-discretionary accounts.

Genie Lebay Short is a financial advisor with Osaic Wealth, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Osaic in 2023, she worked for Sagepoint Financial, Inc. for 14 years. Outside of her advisory role, she is a certified Citadel Estate Planner, referring clients for estate planning services. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with financial planning and retirement consulting, employing tools such as asset-allocation models and automated rebalancing to construct customized portfolios.

Kevin Liu is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SAGEPOINT FINANCIAL since 2012 and at INDEPENDENT CAPITAL MANAGEMENT from 2012 to 2023. Outside of advisory work, he is involved in mortgage brokerage and estate planning referral services through other business activities. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services via a large network of advisers. The firm utilizes firm-provided asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes, and it supports both discretionary and non-discretionary account management.

Kevin Yoneda is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 designations and has 30 years of industry experience. Prior to joining Osaic in 2023, he spent 14 years at Sagepoint Financial, Inc. Yoneda is also a partner at Independent Capital Management, where he has been involved for over 25 years. He serves as trustee and power of attorney for his mother’s financial and personal affairs. Osaic Wealth, Inc. serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes, and supports both discretionary and non-discretionary account management.