Chris Jalonen is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sagepoint Financial, Inc., OSAIC Services, Inc., and Sentra Securities Corporation. In addition to his advisory work, he sells life and health insurance to mostly existing clients through a sole proprietorship. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with services ranging from comprehensive financial planning to advisor-managed portfolios, emphasizing model-based asset allocation and portfolio optimization.

David Brookes is a financial advisor at Osaic with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sagepoint Financial, Inc. since 2009 before joining Osaic in 2023. Outside of his advisory role, he owns a sole proprietorship focused on term life insurance and variable annuities. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple managed account options.

Dennis Brewster is a financial advisor with OSAIC in San Diego, CA, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. His prior work includes roles at SagePoint Financial, Inc., OSAIC Services, Inc., and Sentra Securities Corporation. He is a co-trustee for his parents' irrevocable trust. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation, portfolio optimization, and offers a range of managed account programs and third-party investment options.

Angela Martin is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial and LPL Financial. Outside of her advisory role, she is also licensed to transact fixed life and long-term care insurance products. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing various program options such as Unified Managed Accounts and third-party money manager programs.