San Francisco, CA Office

James Schofield is a financial advisor with Osaic Wealth in San Francisco, holding a Series 63 designation and over 40 years of industry experience. He has been with Osaic since 1989. Outside of his advisory role, he operates a sole proprietorship providing review and recommendations for individual life insurance coverage. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various tools and proprietary investment strategies.

Hadley Weinberg is a financial advisor with Osaic Wealth, holding CFP® and Series 63 designations and bringing 44 years of industry experience. Prior to joining Osaic in 2024, he worked at Securities America Advisors, Inc. and Investacorp, Inc. outside of routine financial advising, Weinberg transacts life, long-term care fixed annuities, and disability insurance through his own firm and serves as a board member and treasurer of the Rotary Club of Brookline, MA, as well as a board member of the Jamestown Community College Foundation. Osaic Wealth serves a broad client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports various investment programs through a multi-advisor platform and complex affiliate network.

Raymond Hurt is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America Advisors and Parrot, Inc. In addition to his advisory role, he is involved in insurance sales through Advantage Financial Group. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple managed account options.

Denise Downs is a financial advisor with OSAIC in San Francisco, CA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Her prior firms include Securities America Advisors and KMS Financial Services. Outside of advisory work, she coaches club volleyball for the San Francisco Tremors Volleyball Club and is involved in life, health, and annuity sales through her own business. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering both brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization, supported by various investment programs and third-party managers on a multi-advisor platform.

Eric Nieto is a CFP® with 20 years of industry experience, currently serving at OSAIC since 2023. He previously worked at SagePoint Financial, Inc. for 14 years and has experience at American General Securities Incorporated. Outside of advisory roles, he has engaged in sales and marketing of fixed life, health, and annuity products, and serves as an investment advisor consultant conducting research and analysis for asset allocation. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization methods, providing a wide range of financial planning and managed portfolio options supported by affiliated broker-dealer and RIA relationships.

Leah Weinberg is a CFP® professional with nine years of industry experience, currently serving at OSAIC since 2024. She previously worked at Securities America Advisors, Inc. and Investacorp, and maintains involvement as a partner and sales assistant at Weinberg Financial Group, where she engages in research, analysis, and operations. She also holds an insurance production role focusing on life, disability, and long-term care insurance. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.