Arnaud Berry is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Signator Investors, Inc., Transamerica Financial Advisors, and Ameriprise. Berry is also involved with Zahorik Financial & Insurance Services in a principal capacity. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a broad range of brokerage and advisory services supported by a multi-advisor platform and model-based investment processes.

Rhandy Arzaga is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory role, he provides administrative support for Zahorik Financial & Insurance Services, assisting with solo 401(k) annual reporting. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization with access to discretionary strategies, third-party managers, and alternative investments.

Leroy Kawai is a financial advisor with OSAIC, holding a Series 63 designation and 33 years of industry experience. His prior roles include positions at Royal Alliance Associates and Signator Investors, along with a long tenure at Pacific Bridge. He also serves as Vice President of the Citrus Estate Planning Council, a local chapter of the National Association of Estate Planning Councils. OSAIC Wealth serves a diverse client base including retail and institutional investors through a multi-advisor platform offering brokerage and advisory services. The firm’s approach centers on model-based asset allocation and portfolio optimization, supporting a wide range of investment programs and third-party managers.