OSAIC

Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.

Amina Gilchrist is a financial advisor with OSAIC, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. She previously worked at Lincoln Financial Advisors for 22 years before joining OSAIC in 2025. Gilchrist is also the sole owner of Omega Wealth Management LLC, where she offers various insurance products including fixed annuities, long-term care, and disability insurance. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment strategies supported by technology tools and offers multiple advisory programs and third-party manager access.

Rodney Breyer is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC®, Series 63, and Series 65 designations. His prior experience includes roles at Securities America Advisors, American Portfolios Financial Services, and Heritage Financial Associates, where he has been involved since 1994. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory and brokerage services supported by technology-driven portfolio management tools and access to multiple custodial platforms.

Jeffrey Gelormini is a financial advisor with OSAIC in Buffalo, NY, holding a Series 63 designation and 14 years of industry experience. His prior roles include positions at Cetera Investment Services LLC and Foresters Advisory Services LLC. He is also the owner of Nova Wealth, an LLC that operates under the OSAIC umbrella. 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 range of investment strategies supported by technology and offers access to multiple custodial platforms and third-party managers.

Marlean Komar is a financial advisor at OSAIC with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors, Inc. and Investacorp, Inc. Komar serves as Vice-President of the American Legion Auxiliary Women’s Auxiliary and is president of Komar Wealth Management, Inc., where she is involved in securities investments and fixed insurance sales. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base, including individual investors, pension plans, corporations, and charities. The firm offers a range of advisory and brokerage services, utilizing tools such as asset-allocation planning software and portfolio optimization, and supports a large network of financial advisors.

Anthony Macaluso is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Woodbury Financial Services, Sharebuilder 401k, and Capital One Investment Services. Outside of his advisory role, he is the founder of NILSOLUTIONS, a company developing a cybersecurity platform focused on digital identity protection using AI. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Michael Kish is a financial advisor at Osaic with 14 years of industry experience. He holds a Series 66 designation and previously worked for 15 years at Lincoln Financial Advisors. Outside of his advisory role, he is involved in residential real estate sales and provides fixed insurance products, including annuities and life insurance solutions. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process featuring asset-allocation planning, portfolio optimization, and access to a wide range of investment products and third-party managers.

Adam Wheeler is a CFP® with 18 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. Prior to joining OSAIC, he worked at Lincoln Financial Advisors from 2007 to 2025. Outside of his advisory role, he is also licensed as an insurance agent offering accident and health, disability, life insurance, and annuity products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that supports a large network of financial advisors serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory services and investment options.

Stephen Widmer is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 designations and 25 years of industry experience. He has worked at OSAIC since 2009 and has prior experience with SagePoint Financial, Inc. and Sunamerica Securities. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base, including individual investors, pension plans, corporations, and charitable organizations. The firm uses a combination of risk-tolerance assessments, asset-allocation planning software, and portfolio optimization tools to manage a wide range of investment products across discretionary and non-discretionary accounts.

Glennon Arnold is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America, Inc. and Securities Service Network, Inc. Outside of his advisory role, Arnold is involved in life insurance sales through Millenia Investments. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and access to multiple custodial platforms.

John Herzog is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Liberty Capital Strategists, Inc. and Doma, Inc. Outside of his advisory role, Herzog is the founder and CEO of Herzog Investment Management, where he provides personalized financial planning and investment management services. He also works as an independent contractor driver for Uber. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing technology-driven investment processes and providing access to multiple custodial platforms and third-party managers.

Lee Rosenblum is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sagepoint Financial, LPL Financial, and SII Investments. He also owns and operates the Jupiter Tax Center, providing tax preparation services, and holds licenses as a real estate and insurance agent. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

John Donahoe is a financial advisor at Osaic with 11 years of industry experience. He holds the Series 66 designation and previously worked at First Command Advisory Services and affiliated firms from 2014 to 2023. In addition to his advisory role, he is involved in insurance sales as an agent, focusing on integrating insurance solutions into clients' overall financial plans. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs, supporting thousands of advisors and managing approximately $200 billion in assets.

Randy Cox is a CFP® certificant with over 31 years of experience in the financial industry. He is currently with OSAIC and has operated his own firm, Cox Financial Group, since 2011. His career includes nearly three decades at FSC Securities Corporation. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process incorporating risk tolerance assessments, asset allocation software, and portfolio optimization tools, supporting thousands of advisors and managing approximately $200 billion in assets.

Geoffrey Mccash is a financial advisor with OSAIC in Columbus, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services, Inc for 24 years. Outside of advisory work, he is an officer in Sparrow Lodge #400, a Free and Accepted Masons organization in Ohio, and owns a sole proprietorship selling oil and lubricants by referral. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, retirement plans, corporations, and charities. The firm employs a technology-driven investment process and offers a broad range of advisory and brokerage services through a network of over 6,000 financial advisors.