San Jose, CA 1625 The Alameda Office

Antonio Posada is a financial advisor with OSAIC in San Jose, CA, holding a Series 66 designation and 10 years of industry experience. His prior experience includes roles at Arbor Point Advisors and Securities America Advisors. He also conducts a limited life insurance business focused on term life policies and manages an annuity business inherited from his family. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage, investment advisory, and financial planning services. The firm employs various asset-allocation tools and provides access to third-party money managers and wrap programs.

Ann Sheehan is a financial advisor with OSAIC in San Jose, CA, holding a Series 63 designation and 48 years of industry experience. Her prior work includes roles at Securities America Advisors, Inc. and Foothill Securities, Inc. She also serves as vice president of the FAMA Foundation, a charitable organization, and owns a tax preparation and planning business. OSAIC serves a diverse client base that includes individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of asset allocation tools and supports both discretionary and non-discretionary account management.

Paul Podrid is a financial advisor at OSAIC with 41 years of industry experience. He holds the CFP® designation and the Series 63 and Series 65 licenses. His career has included roles at Securities America Advisors, Foothill Securities, and Morgan Lev Financial Corp, where he continues to provide tax planning and preparation services. OSAIC serves a wide range of clients, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of advisers. The firm employs various tools and multiple advisory platforms to manage diversified portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.