San Ramon, CA Bollinger Canyon Road Office

Louis Romero III is a financial advisor with OSAIC in San Ramon, CA, holding a Series 66 designation and 19 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for nine years and MetLife Securities Inc. for one year. Outside of advisory work, he owns and operates Sentinel Wealth Strategies, providing financial planning and annuity sales. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and investment options through a large network of financial advisers.

Spencer Jung is a financial advisor at Osaic Wealth in San Ramon, CA, holding a Series 66 designation with five years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors for four years and has held positions at O'Brien Wealth Partners, Northeastern University, and Grantham, Mayo & Van Otterloo. Outside of advising, he sells life, disability, and long-term care insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and various managed account programs across a complex network of affiliated firms.

John Pacelli is a CFP® with 48 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. His prior experience includes six years at Lincoln Financial Advisors, three years at Kestra Financial Services, Inc., and 24 years at D/A Financial. In addition to his advisory role, he is licensed to offer disability and traditional life insurance, as well as fixed and fixed indexed annuities. OSAIC serves a diverse clientele, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization and offers a range of advisory and brokerage services through a multi-advisor platform.

Logan Marts is a financial advisor at Osaic Wealth with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments. His background includes roles outside finance, such as positions at Amazon and in interpreting services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multi-advisor platform solutions.

Frederick Lewis is a financial advisor at OSAIC with five years of industry experience and a Series 66 designation. Prior to joining OSAIC in 2025, he spent six years with Lincoln Financial Advisors. Outside of advisory work, he is also licensed as an insurance agent, offering and servicing fixed insurance products including fixed and indexed annuities as well as various types of health and life insurance. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary strategies.

Taressa Soto is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 credential and previously worked at Lincoln Financial Advisors. Soto is also licensed as an insurance agent, offering fixed insurance products including annuities and life insurance. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, delivering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Thomas O'Neill is a financial advisor at OSAIC with a Series 66 designation and 15 years of industry experience. He previously spent 16 years with Lincoln Financial Advisors. In addition to his advisory role, he offers accident, health, long-term care, and life insurance products. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and rebalancing tools.

Michael Devere is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors Corporation, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. In addition to his advisory role, he is an insurance agent offering accident, health, disability, long-term care, traditional life insurance, and annuities. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services through a multi-advisor platform with an investment process focused on model-based asset allocation and portfolio optimization.

Jonathan Lee is a CFP® and ChFC® with 21 years of industry experience. He is currently with OSAIC and previously worked for Lincoln Financial Advisors Corporation and Osaic FA, Inc. He is based in San Ramon, CA. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach uses model-based asset allocation and portfolio optimization with a range of customizable strategies and third-party manager options.

Cody Steele is a financial advisor at OSAIC in San Ramon, CA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Momentum Value Partners and Macrostie, as well as experience at James Marco Steele MD. There are no notable outside business activities reported. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies with a range of program options.

Sarah Rush is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Osaic since 2025. Her prior roles include positions at Lincoln Financial Advisors, Wells Fargo Clearing, and Merrill. In addition to her advisory work, she holds insurance agent licenses and offers life insurance, annuities, and long-term care insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm utilizes a model-based investment approach with various advisory programs and third-party manager options.

Celeste Gurule is a CFP® with 39 years of industry experience, currently serving at OSAIC since 2025. She previously worked for Lincoln Financial Advisors Corporation for 38 years. Gurule is involved with California Fringe Benefit, offering various insurance products, and owns Momentum Value Partners, LLC, which provides fixed and indexed annuities and other insurance products. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and multiple investment program options.

Claude Bishop is a financial advisor at Osaic with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Kestra Financial Services. Outside of his advisory role, he owns a CPA firm through which he provides tax preparation and planning services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services, utilizing a model-based investment approach with multiple program options and a network of affiliated entities.

Jonathan Farnstrom is a CFP® with eight years of industry experience, currently serving as a financial advisor at OSAIC since 2025. He previously worked at Lincoln Financial Advisors for seven years and has experience in both advisory and insurance-related roles. Farnstrom also owns Farnstrom Financial Services, LLC, through which he offers and manages fixed and indexed annuities, disability, long-term care, and life insurance products. OSAIC Wealth serves a diverse clientele including individual investors, retirement plan sponsors, charities, and corporate clients, providing both brokerage and advisory services. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and access to multiple custodial and alternative investment platforms.

Joseph Yang is a financial advisor with OSAIC in San Ramon, CA, holding a Series 66 license and 15 years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors for 10 years, LPL Financial for 2 years, and Merrill for 2 years. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization, discretionary and third-party management options, and maintains a complex network of affiliates and programs designed to support a broad range of financial needs.