James Losey Jr. is a CFP® professional with 35 years of industry experience, currently serving at Osaic Wealth, INC since 2023. His prior experience includes 26 years at Royal Alliance Associates, Inc. and over three decades at New York Life Insurance Company. Outside of financial advising, he owns a company that markets and manages executive suite office leases. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment process with various portfolio management options and operates a complex affiliate network with private-equity ownership.

Kevin Deegan is a CFP® with 45 years of industry experience. He is currently affiliated with OSAIC Wealth, Inc., where he has worked since 2023, following a 34-year tenure at Royal Alliance Associates, Inc. in Westlake Village, CA. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies across a range of programs.

John Andersen is a financial advisor with OSAIC Wealth, Inc. based in Westlake Village, CA. He holds a Series 66 designation and has 18 years of industry experience, having previously worked at Royal Alliance Associates, Inc. and Wealthcare Alliance. He also operates a sole proprietorship under "John Andersen Financial," providing financial planning and investment advisory services to individuals and businesses. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and offers access to alternative investments through third-party platforms.

Robert Chow is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and previously worked at Royal Alliance Associates, Inc. for 32 years. Outside of his advisory role, he owns a sole proprietorship involved in insurance sales. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach involves model-based asset allocation and portfolio optimization, with options for discretionary management and third-party strategies.