Irvine, CA Pacifica Office

Samuel Yengo is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors and Lincoln Financial Group. Outside of his advisory role, he is licensed to offer accident, health, disability, traditional life insurance, and fixed and indexed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party managers through various platforms and integrated tools.

David Teper is a financial advisor at OSAIC with 11 years of industry experience. He held a Series 66 designation and previously worked at Lincoln Financial Advisors for 11 years before joining OSAIC in 2025. Outside of his advisory role, he is involved as an agent offering fixed insurance and annuities, and assists clients with life settlements. OSAIC serves a broad range of clients including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to construct diversified portfolios that incorporate stocks, bonds, mutual funds, ETFs, and alternative investments.

Evan Lavoie is a financial advisor with OSAIC in Irvine, CA, holding a Series 66 designation and 19 years of industry experience. His prior firms include Lincoln Financial Advisors and LPL Financial. He is also licensed as an insurance agent, offering accident, health, traditional life insurance, and fixed annuities. OSAIC serves a diverse range of retail and institutional clients through a large network of advisors, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary account management.

Daniel Leo is a financial advisor with OSAIC based in Irvine, CA, holding CFP®, Series 66, and Series 65 designations and has 13 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 10 years and engaged in business activities through Leo Financial, Inc. He is also an insurance agent offering accident and health insurance, fixed annuities, equity indexed annuities, and traditional life insurance. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to manage portfolios comprising various asset classes, and supports multiple advisory platforms and legacy program transitions.

William Wood is a CFP® professional with 26 years of experience in the financial services industry. He is currently with OSAIC and previously spent 26 years at Lincoln Financial Advisors Corp. Wood is also involved in offering fixed insurance products, including fixed indexed annuities, through related consulting activities. OSAIC serves a diverse range of retail and institutional clients through a broad network of financial advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Daniel Koblin is a financial advisor at OSAIC with 19 years of industry experience. He previously worked at Lincoln Financial Advisors for 19 years before joining OSAIC in 2025. Outside of his advisory role, he is involved in several business activities including owning a technology company, consulting on employee health benefits, and creating and selling artwork. OSAIC serves a diverse client base including retail and institutional investors by providing integrated brokerage and investment advisory services. The firm offers a range of portfolio management options using various tools and platforms to meet client needs.

Nathan Truax is a financial advisor at Osaic with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has previously worked at Lincoln Financial Advisors, CCG Wealth Management LLC, and D.A. Davidson & Co. He is also a sole proprietor agent involved in fixed insurance products such as annuities and life insurance. Osaic Wealth, Inc. serves a diverse clientele including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services using advanced asset-allocation tools and offers access to various managed account solutions and third-party money managers.

Jerome Schmitt is a CFP® professional with 21 years of industry experience, currently affiliated with OSAIC since 2025. He spent 20 years at Lincoln Financial Advisors prior to joining OSAIC. Schmitt also serves as a board member of the Newport Hills Community Association and offers disability and traditional life insurance as an agent. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of advisory and brokerage services through an extensive network of financial advisers, utilizing tools such as asset-allocation analysis and automated rebalancing to manage various investment portfolios.