Pleasant Hill, CA Buskirk Ave Office

Gerald Guintu is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. Prior to joining OSAIC, he worked at Sagepoint Financial, INC for 14 years and Wagner Loftin Investment Services LLC for over two decades. Outside of his advisory role, he is the owner of DR Yachts LLC, involved in marketing and maintenance of charter vessels. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Ronald Wagner is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Sagepoint Financial, Inc. for 14 years. Wagner is also president of Wagner Loftin Investment Services LLC, an investment advisory firm he has managed since 1993. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management. The firm is notable for its scale, complex affiliate structure, and integrated investment and lending solutions.

Steve Loftin is a financial advisor at Osaic Wealth with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Sagepoint Financial, Inc. and Wagner Loftin Investment Services LLC. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools, and it is notable for its scale, complex affiliate network, and recent consolidation activity.

Jill Guintu is a CFP® professional at Osaic Wealth with 31 years of industry experience. She previously worked at Sagepoint Financial, Inc. for 14 years and Wagner Loftin Investment Services LLC for 29 years. Outside of financial advising, she is involved in essential oils product consulting and owns a yacht marketing and maintenance business. Osaic Wealth serves a diverse client base including individual investors, retirement plans, 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 various financial tools and third-party managers.

Mark Loftin is a CFA® charterholder with 28 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He has also been affiliated with Sagepoint Financial, Inc. since 2009. In addition to his roles at these firms, Loftin manages client accounts through his registered investment adviser LLC. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services, utilizing a model-based investment process focused on asset allocation and portfolio optimization.

Sheena Culp is a CFP® certified financial advisor with 15 years of industry experience. She is currently with OSAIC and has previously worked at Sagepoint Financial Advisors and Wagner, Loftin Investment Services. Culp also serves as a notary public and owns a sole proprietorship selling insurance. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, utilizing various programs such as Unified Managed Accounts and third-party money manager options.