Tustin, CA Edinger Avenue Office

John Herzog is a financial advisor with OSAIC holding a Series 66 designation and two years of industry experience. His prior roles include positions at Liberty Capital Strategists, Inc., Doma, Inc., and other firms. Outside his advisory work, he is the founder and CEO of Herzog Investment Management, where he provides personalized financial planning and investment management services, and he also works as an independent Uber driver. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisors and offers integrated brokerage and advisory services, financial planning, and access to multiple third-party investment platforms.

Jonathan Royal is a CFP® with 34 years of industry experience, currently serving as a financial advisor at OSAIC since 2017. Prior to joining OSAIC, he spent nine years with RBC Capital Markets Corporation. He also owns a sole proprietorship providing life insurance services to clients as needed. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a variety of investment platforms and employs asset-allocation tools and third-party solutions to manage portfolios across multiple asset classes.

Julia Caballero is a financial advisor with Osaic Wealth, Inc. in Tustin, CA, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She previously worked at Royal Alliance Associates from 2005 to 2023. Outside of her advisory role, Caballero is a sole proprietor offering term life insurance sales and provides notary public services. She is also a voting member of the leadership team at Woodbridge Community Church. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, and alternative investments.

Thomas Raguse is a financial advisor with OSAIC in Tustin, California, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with OSAIC since 1994 and previously worked for Liberty Capital Management for 12 years. Outside of his advisory role, Raguse has consulting experience in business operations and insurance policy reviews. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment solutions, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios.

John Lewis is a financial advisor with OSAIC in Tustin, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Liberty Capital Management and OSAIC for over two decades and is the owner of Lewis & Lack A Financial Services Corporation, which provides accounting and bookkeeping services. Additionally, he manages commercial office property as part of a tenants in common ownership group. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a broad network of advisors. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and third-party money managers to construct diversified portfolios.

Ruben Tarkhanyan is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Osaic Wealth Inc and has held prior roles at Edward Jones, LPL Financial, BancWest Investment Services, Boston Institute of Finance, AssetMark Brokerage, and J.P. Morgan Securities. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers and advisory platforms. The firm offers a range of investment and financial planning services, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple asset classes.

Maurice Clein is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Liberty Capital Strategists, Liberty Capital Management Inc., Financial Progressions Group, and Royal Alliance Associates. Outside of his advisory work, he is involved in ownership and management roles in several business entities, including Liberty Capital Strategists, Inc. and Financial Progressions Group, Inc. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction, utilizing both discretionary and non-discretionary management approaches.

Hayim Clein is a financial advisor with OSAIC Wealth, Inc. in Tustin, California, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at OSAIC Wealth since 2017 and has additional experience with Liberty Capital Management, Incorporated dating back to 2014. Outside of his advisory roles, he operates a sole proprietorship focused on marketing and sales of fixed, life, health, and disability insurance, and he serves as a financial strategist addressing client inquiries and assisting with financial planning tools. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, providing integrated brokerage and advisory services, retirement consulting, and access to third-party money managers. The firm employs proprietary asset allocation tools and supports both discretionary and non-discretionary account management across various investment products.

June Vinci is a financial advisor with Osaic Wealth, Inc. based in Tustin, CA, holding Series 63 and 65 licenses and having 39 years of industry experience. She has been with Osaic since 2007. She serves as a FINRA arbitrator for Los Angeles and San Diego counties and is a successor trustee for family trusts. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and offers both discretionary and non-discretionary account management.

Raoul Dubery is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 1999, previously working at Liberty Capital Management from 1998 to 2009. Outside of his advisory role, Dubery is involved in insurance solutions for companies and individuals and operates a sole proprietorship related to real estate sales. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and third-party solutions to manage portfolios across various asset classes.