Diamond Bar, CA Gateway Center Dr Office

Kurt Neilan is a CFP® with 27 years of experience in the financial services industry. He currently works at OSAIC and has previously been with Woodbury Financial Services, Inc. for 20 years. Neilan is also a CPA with ongoing involvement in tax preparation and accounting through Neilan & Associates, CPA Inc. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services across multiple platforms and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios.

Brian Chan is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2024, he spent nine years at Woodbury Financial Services INC. In addition to his advisory role, Chan operates a tax preparation sole proprietorship. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party money managers and managed-account solutions. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that may include various types of securities and alternative investments.

Randy Louie is a financial advisor at OSAIC with 28 years of industry experience. He held a position at Woodbury Financial Services, Inc. for 27 years prior to joining OSAIC in 2024. Outside of his advisory work, he coaches Muay Thai kickboxing classes several evenings per week at a martial arts fitness gym. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes various asset-allocation tools and third-party solutions to manage portfolios that include a broad mix of investment types.

David Jakl is a financial advisor with Osaic holding a Series 66 designation and six years of industry experience. He previously worked at Woodbury Financial Services and maintains roles as a swim team head coach for the Manta Rays Parent Association and as a tax preparer through his own business, J&C Financial Services. Osaic Wealth, Inc. serves a diverse client base including individual and institutional investors through a wide network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, offering a range of investment options and third-party solutions, with portfolios constructed using proprietary asset-allocation tools and risk-assessment methods.

Andre Lee is a financial advisor at OSAIC holding a Series 66 designation with one year of industry experience. His prior roles include positions at Cal State Fullerton University, Pasadena City College, Mister Car Wash, Colombo's Italian Restaurant, and the Evangelical Formosan Church of Alhambra. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs various asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.

Enoch Chung is a CFP® with 28 years of industry experience, currently advising at OSAIC since 2024. He previously worked for Woodbury Financial Services for 27 years. Outside of his advisory role, he operates a tax preparation sole proprietorship. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors and offers integrated brokerage, advisory, and financial planning services. The firm utilizes various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types on discretionary or non-discretionary bases.

Lisa Silva is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and 20 years of industry experience. Her prior roles include positions at Woodbury Financial Services and Lincoln Financial Securities Corporation. Outside of financial advisory, she is the broker and owner of Strategix Realty Inc., a real estate brokerage firm. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated financial services through a large network of advisors, utilizing advanced asset-allocation tools and third-party platforms to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.