Benjamin Yohanan Jr. is a financial advisor with OSAIC in San Mateo, CA, holding a Series 63 designation and 33 years of industry experience. He has worked at OSAIC since 2024 and previously spent 15 years with Securities America Advisors, Inc. He also owns and operates Ben Yohanan Annuity & Insurance Agency, Inc., where he has been involved in fixed annuity and limited life insurance sales since 1990. Outside of his advisory work, he serves as a board member of the Baywood Place Homeowners Association. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party money manager programs.

Marc Kriessmann is a financial advisor at Osaic Wealth with 17 years of industry experience. He holds Series 65 and Series 66 credentials and has worked previously at Securities America Advisors, Inc. and Ben Yohanan Annuity & Insurance Agency, Inc. He is involved in managing fixed annuity products primarily for public sector and nonprofit employees and serves as Managing Director of Hatch Retirement Advisors, focusing on cash flow planning, estate coordination, and senior housing transition analysis. 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 consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.