Yorba Linda, CA Office

Mark Weber is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services, Inc., LPL Financial, and SeCU Brokerage Services. Outside of his advisory role, he is the owner of Weber Wealth Advisors and serves as president of an insurance business specializing in fixed annuities and life insurance products. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services delivered through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various investment tools and strategies.

Nicholas John is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services for 19 years. Outside of his advisory role, he operates a sole proprietorship focused on term and fixed life insurance, as well as group and individual health insurance. OSAIC Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a model-based investment approach that includes portfolio optimization, third-party money manager programs, and comprehensive financial planning.

Andrea Watkins is a financial advisor with OSAIC holding a Series 66 designation. She has less than one year of industry experience. Her prior work includes roles at Weber Wealth Advisors and Beautycounter, as well as time spent as a homemaker. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform with various investment programs. The firm’s approach involves model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection.

Todd Bolen is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2024, following a 17-year tenure at Woodbury Financial Services, as well as prior roles at LPL Financial and SeCU Brokerage Services. In addition to his advisory work, he is involved in insurance sales and service as an agent. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and private-equity ownership.

Reid Williams is a financial advisor at OSAIC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Woodbury Financial Services Inc. and Jack Keeter & Associates. Outside of his advisory role, he operates a sole proprietorship as an insurance agent, focusing on the sale of term life, fixed life insurance, and annuities. OSAIC serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate entities. The firm offers both brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various tools and strategies.

Albert Cline is a financial advisor at Osaic with 49 years of industry experience. He holds the Series 63 designation and has worked at firms including Woodbury Financial Services and AIG Financial Advisors. Outside of advising, he is president and owner of Van Cline & Associates Insurance Services, which focuses on fixed life insurance and annuity sales, and serves as a grantor for The Cochocton Foundation, a college scholarship trust in memory of his late father. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform with a model-based investment approach that incorporates asset allocation and portfolio optimization.

Kyle Weber is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and has 10 years of industry experience. He previously worked at Woodbury Financial Services for eight years before joining OSAIC in 2024. Outside of his advisory work, he is involved in managing Airbnb properties through sole proprietorships. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a wide range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, recent consolidation, and complex affiliate network involving broker-dealer, asset management, insurance, and trust services.