Kenneth Annaloro Jr. is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves as CEO of the T-Street Zoo Music Foundation, a nonprofit supporting local young musicians through recording, production, and distribution. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios, managing accounts on both discretionary and non-discretionary bases.

Ashley Chegren is a financial advisor with Osaic, holding a Series 66 designation and based in San Juan Capistrano, CA. Ashley has no prior industry experience but has worked in various roles outside financial advising, including positions at Restaurant 365 and XIX Palms. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diverse investment portfolios.