San Jose, CA Speak Lane Office

Andrea Trudeau is a ChFC® and financial advisor with 37 years of industry experience. She has worked with firms including OSAIC since 2024, ABD Insurance & Financial Services (now Newfront) since 2012, and Foothill Securities from 1999 to 2016. In addition to advisory roles, she serves as an executive vice president at Newfront, a benefits consulting firm, where she assists employers in designing employee benefits programs. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on diversified portfolios constructed using advanced asset-allocation tools and risk assessments.

Donald Tonelli is a financial advisor at OSAIC with 53 years of industry experience. He holds the ChFC® designation and the Series 63 license. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. and Foothill Securities, Inc., and has operated as a self-employed advisor since 1978. Outside of advisory work, he is a licensed real estate broker referring prospects to Keller Williams Realty and is involved in insurance sales related to life and estate planning. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios across multiple asset types, and supports both discretionary and non-discretionary management.