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 an insurance agent offering accident, health, disability, traditional life insurance, and annuities. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, and operates a complex affiliate network with multiple custodial and product offerings.

David Teper is a financial advisor at Osaic with 11 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 11 years. In addition to his advisory role, he offers fixed insurance products through Continuum Consulting Group and assists clients with life settlements. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment process with a range of advisory programs supported by risk management tools and offers access to third-party money managers and proprietary strategies.

Evan Lavoie is a financial advisor at Osaic with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Advisors, LPL Financial, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is involved as an insurance agent offering accident, health, traditional life insurance, and fixed annuities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and access to alternative investments via third-party platforms.

Daniel Leo is a CFP® certificant with 14 years of industry experience, currently affiliated with OSAIC since 2025. He previously worked at Lincoln Financial Advisors Corporation for 10 years and has a background that includes ownership of a legal entity for managing business expenses. Outside of advising, he holds a license as an insurance agent offering accident and health insurance, fixed annuities, equity-indexed annuities, and traditional life insurance. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm utilizes a model-based investment process with asset allocation and portfolio optimization tools, offering a range of advisory and brokerage services across multiple program types and custodial relationships.

William Wood is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Osaic and previously worked at Lincoln Financial Advisors Corp. for 26 years. Wood is also licensed to offer a range of fixed insurance products, including annuities and life insurance. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, offering a variety of managed account strategies and third-party money manager programs.

Daniel Koblin is a financial advisor at OSAIC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors for 19 years before joining OSAIC in 2025. Outside of his advisory role, Koblin is involved in various business activities including ownership of a technology company and an art gallery that creates and sells artwork. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and supports a wide range of investment programs delivered through a complex affiliate network.

Nathan Truax is a financial advisor with OSAIC Wealth, Inc. in Irvine, CA, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His previous roles include positions 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 serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization, supported by a complex affiliate network and a focus on both discretionary and third-party managed strategies.

Jerome Schmitt is a CFP® professional with 21 years of industry experience, currently advising at OSAIC since 2025. He previously spent 20 years with Lincoln Financial Advisors. In addition to his advisory role, Schmitt serves as an insurance agent offering disability and traditional life insurance, and he is a board member of the Newport Hills Community Association. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory programs supported by model-based asset allocation and multiple custodial arrangements.