San Diego, CA 6390 Greenwich Drive Office

Troy Pangelinan is a CFP® professional with two years of industry experience, currently affiliated with Osaic. He previously worked at San Diego Wealth and F.A.I.T.H. Driven Planning and served six years in the United States Air Force. His background also includes a role with DNA Clothing. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, institutional clients, and charitable organizations through a large network of financial advisors. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Cory Schmelzer is a CFP® with 29 years of experience in the financial services industry. He is currently with OSAIC and has previously worked at San Diego Wealth Management, LLC and Sagepoint Financial, Inc. Outside of his advisory role, he serves as a board member for the Alta La Jolla Homeowners Association and owns several property management and real estate businesses. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations, providing brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes various asset-allocation and portfolio construction tools and offers access to third-party money managers and unified managed accounts.

James Riley is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at multiple firms including Valley National Bank and Sagepoint Financial, Inc. prior to his current role. 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 advisory services through a large network of advisers, using asset-allocation tools and third-party platforms to construct portfolios that may include a range of investment products managed on discretionary or non-discretionary bases.

Aries Jimenez is a CFP® professional with 15 years of experience in financial advising. He currently works at OSAIC and has held roles at San Diego Wealth Management, LLC and Sagepoint Financial Advisors. Outside of advising, Jimenez contributes to podcasts focused on personal growth, serves as an elder board member at Eastlake Church, and sits on the advisory board of the nonprofit Money Quotient. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with portfolio construction supported by asset-allocation tools, risk-tolerance assessments, and access to third-party money managers.