La Jolla, CA Executive Square Office

Chloe Williams is a financial advisor at OSAIC with four years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for four years and attended UC Berkeley from 2017 to 2021. Williams holds a Series 66 designation. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm uses a variety of tools and platforms to construct portfolios and supports legacy programs and account transitions.

Amber De Bartolo is a financial advisor with OSAIC holding a Series 66 designation. She has been in the industry since 2024 and previously worked with Shorelight Wealth Group and FirefighterAid. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Richard Rojeck is a financial advisor at Osaic Wealth, Inc. with 45 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 27 years before joining Osaic in 2025. Outside of his advisory role, Rojeck is an author and promotes his book through public speaking. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to various managed account platforms using a range of asset-allocation tools and third-party solutions.

Michael Core is a Series 66-licensed financial advisor with 24 years of industry experience, currently affiliated with Osaic Wealth, Inc. Prior to joining Osaic in 2025, he spent 24 years at Lincoln Financial Advisors and has been a Certified Public Accountant since 1985. In addition to his advisory role, he operates a CPA practice focused on accounting and tax preparation and is an author selling books under a pen name. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to various investment platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a variety of securities and supports multiple advisory platforms and third-party solutions.

Peter Falk is a financial advisor at Osaic Wealth, Inc. in La Jolla, CA, with 25 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corp. for 25 years before joining Osaic in 2025. Falk is co-director of education at the nonprofit Scope Institute, which provides educational events for San Diego business owners focused on exit planning strategies. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to build diversified portfolios managed on discretionary or non-discretionary bases.

Zackery Bertrand is a CFP® professional with 10 years of industry experience. He is currently an advisor at OSAIC and previously worked for nine years at Lincoln Financial Advisors. He is also licensed to offer non-variable insurance and annuity products. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and nonprofits through a broad network of advisers and platforms, providing integrated brokerage, advisory, and managed portfolio services.

Antar Abderrahman is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and with the San Diego Padres. He also conducts non-variable insurance and annuity sales as an additional business activity. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and corporations through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party resources to construct portfolios across various investment types.

Scott Ida is a financial advisor at OSAIC with 21 years of industry experience. He previously worked at Lincoln Financial Advisors for 19 years before joining OSAIC. In addition to his advisory role, he holds licenses to offer various types of insurance, including accident and health, disability, traditional life insurance, long-term care, and annuities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering integrated brokerage and investment advisory services along with access to third-party money managers and wrap programs.

Ethan Lagasse is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and The Spot. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using a range of investment tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Peter Mc Mahon is a financial advisor at OSAIC with 21 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. His prior roles include positions at Lincoln Financial Advisors and J.P. Morgan Securities. In addition to his advisory work, he is licensed as an insurance agent offering disability and traditional life insurance as well as fixed and indexed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services with a range of portfolio construction tools and access to third-party money managers and managed-account solutions.

Scott Elardo is a financial advisor with Osaic Wealth, Inc. based in La Jolla, CA, holding a Series 66 license and bringing 23 years of industry experience. He previously worked for Lincoln Financial Advisors Corp for 22 years before joining Osaic in 2025. Outside of his advisory role, he serves as an investment trustee for several family trusts and owns an S-Corporation that provides administrative support for his financial planning practice. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services, financial planning, and access to various managed account solutions. The firm utilizes a range of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types on both discretionary and non-discretionary bases.

Larry Manuel is a financial advisor with OSAIC based in La Jolla, CA, holding a Series 63 designation and bringing 39 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. Manuel serves as Director of Education for the San Diego chapter of Scope Institute, a nonprofit offering educational events to business owners focused on exit planning strategies. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors across multiple platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to construct portfolios that may include a variety of securities and alternative investments.

Art Parry is a financial advisor with Osaic Wealth, Inc. in La Jolla, CA, holding Series 63 and Series 66 licenses and having 23 years of industry experience. Prior to joining Osaic in 2025, he worked for 19 years at Lincoln Financial Advisors. Outside of advising, he is licensed to sell fixed and indexed annuities and traditional life insurance products. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Maureen Huttel is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 11 years. In addition to her advisory role, she is licensed as an insurance agent offering accident and health insurance, disability insurance, fixed and indexed annuities, health savings accounts, long-term care insurance, and traditional life insurance products. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple platforms to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

David Maurer is a financial advisor with OSAIC who holds Series 63 and Series 66 credentials and has 30 years of industry experience. Prior to joining OSAIC in 2023, he worked for Sagepoint Financial, Inc. for 14 years. He is also president and a board member of Ofite Corporation, where he collaborates on business strategies. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and a variety of investment options in discretionary or non-discretionary accounts.