Hadley Nielson is a CFP® and holds a Series 66 license, with six years of industry experience. He is currently affiliated with OSAIC and Legacy Financial Group, and previously worked at Sagepoint Financial, Inc. Outside of financial advising, he has experience in catering through The Shady Kitchen and other entrepreneurial ventures. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services across multiple platforms. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management, with access to third-party money managers and various investment options.

Jeanette Castillo is a financial advisor with Osaic Wealth, Inc. based in Torrance, CA, holding Series 63 and Series 66 licenses with 14 years of industry experience. She has worked at SagePoint Financial since 2012 and has been involved with several financial services entities, including Independent Capital Management and Legacy Financial Group, providing insurance and lending solutions alongside investment advice. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisors. The firm employs a variety of asset-allocation tools and portfolio management strategies, offering integrated brokerage, advisory services, and access to third-party money managers on discretionary and non-discretionary bases.