Irvine, CA Laguna Canyon Road Office

Michael Kish is a financial advisor with OSAIC, holding a Series 66 designation and 15 years of industry experience. He previously worked for Lincoln Financial Advisors for 15 years. Outside of his advisory role, he is also involved in residential real estate sales and provides fixed insurance products including life insurance and annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers.

Nicholas Lockwood is a financial advisor at OSAIC with seven years of industry experience. He previously worked at Lincoln Financial Advisors for seven years and holds a Series 66 designation. Outside of his advisory role, Lockwood hosts the podcast "Money Made Simple with Oakwood Wealth Partners" and owns an online merchandise company called Free The Halos. OSAIC serves a diverse client base 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 advisers and multiple platforms. The firm employs various asset-allocation tools and third-party solutions to manage portfolios that may include equities, fixed income, options, mutual funds, ETFs, and alternative investments.

Kevin Campbell is a financial advisor with OSAIC based in Irvine, CA, holding a Series 66 designation and nine years of industry experience. He previously worked for Lincoln Financial Advisors from 2016 to 2025. Outside of his advisory role, Mr. Campbell offers insurance products, including accident and health, disability, and life insurance, as an agent. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs various asset-allocation tools and manages portfolios with a wide range of investment options on both discretionary and non-discretionary bases.

Sean Hooper is a financial advisor with OSAIC in Irvine, CA, holding a Series 66 designation and eight years of industry experience. He previously worked at Lincoln Financial Advisors, Inc. for eight years. Outside of his advisory role, he is the owner of Edelweiss Sports Cards, a business focused on buying and selling sports cards. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using advanced asset-allocation tools and offers access to multiple advisory platforms and third-party money managers.

Dean Holmes is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 66 credential and has worked previously at Lincoln Financial Advisors Corporation, Agia, American General Financial Advisors, Inc., and VALIC Financial Advisors, Inc. Outside of his advisory role, he is involved with offering and servicing fixed insurance products through Oakwood Wealth Partners and serves as successor trustee and financial power of attorney for his family trust. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisors. The firm employs asset-allocation tools and third-party platforms to provide integrated brokerage, advisory, and managed account services.

Matthew Manskar is a financial advisor with OSAIC in Irvine, CA, holding a Series 66 designation and five years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors for four years and had brief roles at Morgan Stanley and Cal Poly Pomona. Manskar is also licensed as an insurance agent offering fixed and indexed annuities, as well as other fixed insurance products. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes firm-provided asset-allocation tools and third-party services to construct client portfolios across various asset classes, managing accounts on discretionary or non-discretionary bases.

Marianne Ehlers is a financial advisor with OSAIC based in Irvine, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at Lincoln Financial Advisors and New York Life Insurance Company. She serves as Director of Education for the Scope Institute, a nonprofit providing educational events and exit planning strategies for business owners in Orange and Los Angeles counties. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to corporations and charitable organizations through a large network of affiliated advisers. The firm offers a variety of brokerage and advisory services, utilizing proprietary asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Valeria Esteban is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 12 years. Esteban is also an insurance agent offering fixed insurance products such as annuities and life insurance through Oakwood Wealth Partners. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services supported by various portfolio construction tools and third-party platforms.

Braham Duncan is a financial advisor with Osaic Wealth, Inc. in Irvine, CA, holding Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Northwestern Mutual Life Insurance Company and AssetMark. Outside of finance, he worked for TK Burgers for three years and was affiliated with the University of Colorado for seven years. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Heather Searl is a financial advisor at OSAIC with six years of industry experience. She previously worked at Lincoln Financial Advisors for five years. In addition to her advisory role, she serves as a practice manager at Oakwood Wealth Partners, where she manages administrative teams and organizes team activities. OSAIC Wealth, Inc. serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering brokerage and advisory services through a large network of financial advisers and multiple platforms. The firm employs a variety of asset-allocation tools and third-party services to construct and manage portfolios tailored to client needs.

Jaden Duncan is a financial advisor at OSAIC with two years of industry experience and holds a Series 66 designation. Before joining OSAIC in 2025, he worked at Lincoln Financial Advisors from 2023 to 2025. He also assists as a paraplanner at Oakwood Wealth Partners, supporting financial planners in building financial plans and educating clients about retirement benefits. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Grant Lockwood is a financial advisor at OSAIC in Irvine, CA, holding Series 63 and Series 65 licenses, with two years of industry experience. His prior roles include positions at AssetMark Brokerage, LLC, AssetMark Financial Holdings, Inc., and Oakwood Wealth Partners, as well as work in education. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Michael Lockwood is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 38 years. Outside of his advisory role, he is an author of retirement-related content, a baseball umpire for youth games, and provides educational seminars on social security. OSAIC serves a wide range of clients including individual and high-net-worth investors, pension plans, corporations, and charities through an extensive network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction supported by asset-allocation tools, risk assessments, and access to various investment products and third-party money managers.

Cole Di Marco is a financial advisor at OSAIC with two years of industry experience and holds a Series 66 designation. Prior to joining OSAIC, he worked at Preston Ventures and has one year of experience assisting advisors as a paraplanner at Oakwood Wealth Partners. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing a range of asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various investment types.