San Francisco, CA California Street Office

Judy Wong is a financial advisor at OSAIC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Inc. for 11 years. Wong is also licensed as an insurance agent. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services. The firm employs various asset-allocation tools and third-party solutions to construct portfolios across multiple asset classes.

Jonathan Martin is a CFP® and ChFC® with 13 years of industry experience. He is currently an advisor at OSAIC, having joined in 2024. Prior to that, he worked at Woodbury Financial Services, Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities. Martin serves as an active board member of the nonprofit Integrated Community Services and also operates a business selling insurance outside of broker-dealer activities. OSAIC serves a diverse range of retail and institutional clients through a wide network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, offering portfolio construction supported by asset-allocation tools, risk assessments, and access to third-party money managers and wrap programs.

Ferdinand Garcia is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He worked at Woodbury Financial Services for 34 years before joining Osaic in 2024. Garcia is also an insurance agent and owns a business management entity. Osaic Wealth serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs asset-allocation tools and risk assessments to construct portfolios with a range of investment vehicles and supports both discretionary and non-discretionary management.

Nona Belous is a financial advisor at OSAIC with 24 years of industry experience and holds a Series 66 designation. She previously worked at Securities America Advisors and Waddell & Reed, Inc., and has been involved with David White & Associates since 2005. Belous also has community involvement through the Castro Valley Chamber of Commerce. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, offering a range of brokerage and advisory services. The firm employs advanced asset-allocation tools and supports various managed account platforms, including third-party solutions.

Lindsey Hanley is a Certified Financial Planner (CFP®) at OSAIC with 24 years of industry experience. Prior to joining OSAIC in 2024, she spent 22 years at Woodbury Financial Services. Hanley also operates Hanley Wealth Management and Blue Pacific Advisors as sole proprietorships. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and third-party solutions to construct and manage portfolios tailored to client needs.

Philip Bombace is a financial advisor at OSAIC with 43 years of industry experience. He holds a Series 63 designation and has worked previously at Woodbury Financial Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. In addition to his advisory work, he is a certified teacher with the Maharishi Foundation, a nonprofit educational organization teaching Transcendental Meditation in San Francisco. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, employing various portfolio construction tools and supporting both discretionary and non-discretionary accounts.

Rena May is a financial advisor with Osaic, holding the ChFC® designation and Series 63 and 65 licenses, and has 39 years of industry experience. Prior to joining Osaic in 2024, she worked at Securities America Advisors and National Planning Corporation. In addition to her advisory work, she practices law focusing on estates and trusts, landlord-tenant, construction law, and probate litigation. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, institutions, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services with a range of portfolio construction tools and third-party managed account solutions.

Roberta Montes is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Inc. for 18 years. In addition to advising, she is licensed as a life insurance agent, offering term insurance and equity-indexed annuities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers. The firm provides integrated brokerage and investment advisory services alongside financial planning and managed account solutions.