San Diego, CA Willow Creek Road Office

Chris Jalonen is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Sagepoint Financial, Inc. for 14 years. He also sells life and health insurance on a limited basis, primarily to existing clients. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers a range of brokerage and advisory services with integrated portfolio management tools and access to third-party money managers.

David Brookes is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sagepoint Financial, Inc. since 2009. Outside of his advisory role, he owns a sole proprietorship focused on term life insurance and variable annuities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and third-party investment solutions.

Dennis Brewster is a financial advisor with OSAIC in San Diego, CA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at OSAIC since 2023 and has been with Sagepoint Financial, Inc. since 2009. Brewster is also a co-trustee for his parents' irrevocable trust. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm offers a wide range of investment advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Angela Martin is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial for nine years. In addition to her advisory role, she is also licensed as an insurance agent, focusing on fixed life and long-term care insurance. 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 through a large network of advisers, utilizing various tools and third-party platforms to construct and manage portfolios across multiple asset classes.