Daniel Johnston is a financial advisor at OSAIC based in Santa Barbara, CA, with 11 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 11 years before joining OSAIC in 2025. In addition to his advisory role, Johnston is licensed as an insurance agent offering accident and health insurance, disability insurance, fixed annuities, long-term care insurance, and traditional life insurance products. OSAIC serves a diverse range of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various management strategies and third-party platforms.

David Almeida is a financial advisor at Osaic with 26 years of industry experience. He holds a Series 66 designation and spent 25 years at Lincoln Financial Advisors before joining Osaic in 2025. Almeida serves as a board member for the After High School Alliance, a nonprofit focused on empowering teens through program development. He also maintains an insurance agency role offering various life and health insurance products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that supports individual investors, retirement plan sponsors, charities, and corporate clients. The firm’s investment approach includes model-based asset allocation and portfolio optimization with options for discretionary management, third-party managers, and proprietary investment models.

Kirk O'Brien is a financial advisor at Osaic Wealth with 22 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 21 years. Outside of advisory work, he is co-owner of a restaurant in Newport Beach, CA. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services using model-based asset allocation and portfolio optimization, supporting various managed account programs and third-party money managers.