Huntington Beach, CA 5932 Bolsa Avenue Office

John Wisenbaker is a Series 66-registered financial advisor with eight years of industry experience. He is currently with OSAIC and previously worked at Royal Alliance Associates, Inc., Sii, and Capital Resources & Insurance, Inc. He served in the U.S. Army Reserves for ten years. At Capital Resources & Insurance, Inc., he holds a role assisting a managing executive with client and clerical support. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and advisory platforms. The firm integrates brokerage and investment advisory services with tools such as asset-allocation models, risk assessments, and automated rebalancing, offering both discretionary and non-discretionary portfolio management.

Travis Wasson is a CFP® with 22 years of experience in the financial services industry. He is currently affiliated with OSAIC and has held positions at Capital Resources & Insurance, Inc. and Signator Investors, Inc. Wasson is also the owner and president of Capital Resources & Insurance, Inc., managing various aspects of the corporation. Additionally, he serves as director of field maintenance for Huntington Beach Girls Softball, a local nonprofit organization. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party investment managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Ty Ospring is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC and Capital Resources since 2020. His background also includes roles at Costco and Compulocks Brands, as well as experience at Cal State Fullerton University. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-assessment questionnaires, and automated rebalancing to create diversified portfolios across various asset classes.

Benedicto Santiago Jr. is a financial advisor with Osaic, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Royal Alliance and Transamerica Financial Advisors. He also serves as an OSJ Branch Manager for Capital Resources and Insurance, Inc., overseeing compliance and supervision activities related to trading and account management. 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 advisory services with portfolio construction supported by asset-allocation tools, risk assessments, and access to third-party managers across various investment vehicles.