Lake Oswego, OR Centerpoiinte Drive Office

Cameron Mason is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Sagepoint Financial, LPL Financial, and Hornor Townsend & Kent Inc. Mason also serves as a financial advisor and analyst, engaging in research, proposal development, and client solutions strategy. OSAIC serves a diverse client base spanning retail and institutional investors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple managed-account platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that include a range of investment types.

Jerry Tucker is a financial advisor at OSAIC with 53 years of industry experience. He has held positions at Sagepoint Financial, Inc., LPL Financial, and SII Investments, Inc. Outside of his advisory role, he operates a sole proprietorship consulting business focused on off-road racing and vehicle accessories. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a range of portfolio construction tools and supports multiple investment platforms and third-party services.

Larry Mathis is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Sagepoint Financial, LPL Financial, and SII Investments. Mathis also operates a sole proprietorship as a financial planner and investment advisor and has involvement in group insurance and life insurance agencies. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Conrad Pearson is a financial advisor with Osaic Wealth, Inc. based in Lake Oswego, Oregon, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Osaic since 2023 and previously at Sagepoint Financial, LPL Financial, and SII Investments, as well as operating his own firm, Pearson Financial Group, since 1989. Pearson is also the founder of the God of Abraham Foundation, a nonprofit organization aimed at encouraging young people to "love your neighbor as yourself." Osaic Wealth serves a diverse range of retail and institutional clients through a large network of advisers, offering brokerage and advisory services, financial planning, managed portfolios, and access to third-party money managers. The firm utilizes various asset-allocation and portfolio construction tools and supports multiple platform programs and managed-account solutions.

Emiliano Alonso is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 66 designation and has worked previously at Sagepoint Financial, LPL Financial, and SII Investments. Outside of his advisory role, he reviews and recommends life insurance and long-term care insurance policies through Pearson Financial Group. 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, utilizing asset-allocation tools and third-party platforms to manage discretionary and non-discretionary portfolios.

Daniel Murphy is a financial advisor at OSAIC with 45 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Sagepoint Financial, LPL Financial, and Umpqua Investments. He also operates a sole proprietorship as a registered representative with Pearson Financial Group. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of advisory services through a large network of advisers and utilizes firm-provided tools and multiple third-party platforms to construct and manage client portfolios.

Tyler Grant is a CFP® certificant and holds Series 63 and Series 65 licenses, with two years of experience in the financial services industry. He is currently with OSAIC and previously worked at Von Borstel & Associates, Inc., ZoomInfo, LLC, and Concordia University Portland. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various portfolio construction tools and third-party platforms for both discretionary and non-discretionary account management.