Brendan Hawes is a financial advisor at OSAIC in Walnut Creek, CA, holding Series 63 and Series 65 credentials. He has recently begun his career in the industry in 2026. His prior experience includes roles at Delicato Family Wines and The Odom Corporation. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing discretionary strategies and third-party managers across a range of accounts and programs.

Jason Vitucci is a CFP® professional with 29 years of experience in the financial services industry. He is currently with OSAIC Wealth, Inc. and has held previous roles at Cetera Advisors LLC and First Allied Advisory Services among others. Outside of advising, he serves on the board of the St. Isidore School Foundation, a nonprofit that raises funds to support families in need of tuition assistance. OSAIC Wealth serves a diverse client base including high-net-worth and non-HNW individuals, retirement plans, charities, and corporations. The firm employs a model-based asset allocation and portfolio optimization approach and offers a wide range of brokerage and advisory services through a multi-advisor platform.