Cameron Park, CA Office

Nathan Tuttle is a financial advisor with Osaic Wealth Inc. He holds a Series 66 credential and has one year of industry experience. In addition to his role at Osaic, he is a partner at Weston & Tuttle LLP, where he works as a tax preparer. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and third-party solutions.

John Taylor III is a financial advisor at Osaic Wealth Inc with one year of industry experience. He holds a Series 66 designation and serves as a partner at Weston and Tuttle, LLP, where he provides tax planning and compliance services for individuals, small businesses, and trusts/estates. Prior to his current roles, he worked at Moss Adams for five years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios that include a broad array of investment products.

Corbin Weatherby is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and J.P. Morgan Securities. He serves as Chapter President and instructor for the American Financial Education Alliance, a nonprofit organization focused on financial education, and is a volunteer representative for a local church congregation. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios, offering discretionary and non-discretionary account management along with access to third-party managers and wrap programs.

Russell Beal is a financial advisor with OSAIC Wealth Inc, holding a Series 66 designation and one year of industry experience. He is also a partner at Weston and Tuttle LLP, a tax and accounting firm serving small businesses and individuals, where he provides tax preparation, consulting, and other accounting services. Beal's prior experience includes roles at KBRB, Inc. and KPMG LLP. OSAIC Wealth Inc serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services and uses various asset-allocation and portfolio management tools to meet client investment needs.