Costa Mesa, CA Anton Blvd. Office

James Gilmore is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. His prior roles include positions at Securities America Advisors, LPL Financial, and National Planning Corporation. Outside of his advisory work, Gilmore is actively involved in community and nonprofit activities, including serving as President and Program Committee Chair of the Orange Rotary Club and volunteering on the board development committee for the Providence St. Joseph Hospital Foundation. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a diverse range of asset management solutions and employs firm-provided tools such as asset allocation and risk-tolerance assessments to construct portfolios.

Lee Bashforth is a financial advisor at OSAIC with 31 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work history includes roles at Securities America Advisors, LPL Financial, and National Planning Corporation. Outside of advisory work, he serves as president and owner of an S Corporation operating a wealth management business and acts as a trustee for a family trust. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing a range of tools and third-party solutions to construct diversified portfolios and support client needs.