Jack Stumpus is a financial advisor with OSAIC in Santa Monica, CA, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Prior to joining OSAIC in 2023, he worked for 14 years at Sagepoint Financial, Inc. He serves as a board member of the St. Sophia Cathedral Foundation, where he participates in quarterly meetings involving property management and budget reviews. OSAIC serves a broad client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a range of asset-allocation tools and third-party platforms to manage diverse investment portfolios.

Deanne Tegtmeier is a CFP® professional with over 31 years of experience in the financial services industry. She is currently with OSAIC and has previously worked at AIG Financial Advisors, Inc. for over two decades. Her additional activities include providing life and health insurance services and assisting clients with trust-related matters through collaboration with legal professionals. OSAIC serves a diverse client base including individual investors, high-net-worth clients, corporations, and charitable organizations. The firm utilizes a range of advisory platforms and asset-allocation tools to manage portfolios consisting of various securities and alternative investments, offering both discretionary and non-discretionary management options.