San Francisco, CA Office

James Schofield is a financial advisor with OSAIC in San Francisco, CA, holding a Series 63 designation and 40 years of industry experience. He has been with OSAIC since 1989. Outside of his advisory work, he operates a sole proprietorship providing review and recommendations for individual life insurance coverage. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across a variety of asset classes.

Hadley Weinberg is a CFP® professional with 43 years of industry experience, currently affiliated with OSAIC since 2024. His career includes long tenures at Investacorp, Inc. from 1986 to 2020 and Securities America Advisors, Inc. between 2020 and 2024. Outside of his advisory work, Weinberg is involved in nonprofit boards, serving as Treasurer of the Rotary Club of Brookline and as a board member of the Jamestown Community College Foundation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and a range of investment products to construct portfolios managed on discretionary or non-discretionary bases.

Raymond Hurt is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors, Securities America, Inc., and Parrot, Inc. In addition to his advisory role, he is involved in insurance sales through Advantage Financial Group. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs a variety of investment tools and supports both discretionary and non-discretionary account management with access to third-party money managers and alternative investments.

Denise Downs is a financial advisor at Osaic with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Osaic since 2024, following prior roles at Securities America Advisors, Inc. and KMS Financial Services, Inc. Outside of her advisory role, she sells individual life, health, and small group health insurance, as well as annuities, and coaches club volleyball for the San Francisco Tremors Volleyball Club. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a variety of investment types.

Eric Nieto is a CFP® professional with 20 years of experience in the financial services industry. He currently works at OSAIC and previously spent 14 years at SagePoint Financial, Inc. His other activities include serving as an investment advisor consultant providing research and analysis for asset allocation and third-party money manager comparisons. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Leah Weinberg is a CFP® with nine years of industry experience and is currently affiliated with OSAIC. Her prior experience includes roles at Securities America Advisors, Investacorp, and she has operated Weinberg Financial Group since 2015, where she serves as a partner and sales assistant involved in research, analysis, and scheduling. She also holds an insurance production position focused on life, disability, and long-term care insurance. OSAIC serves a diverse clientele spanning retail and institutional investors, offering integrated brokerage, investment advisory services, and financial planning through a large network of advisers and multiple platforms. The firm employs asset-allocation tools, risk assessment, and various third-party services to construct portfolios that include traditional and alternative investments.