Our Investment Advisory Team

Executives

Danilo Kawasaki, CFP®

OSJ Manager

Education Univ. of Redlands, B.S.

Second Language: Portuguese

Managing Partners

Zachary Bainter, CFP®

Managing Partner

Education UCLA, B.A.

Matthew Iantosca, CFP®

Managing Partner &Amp;<Br />Director Of Wealth Management

Education Loyola Marymount University, B.A.

Investment Advisor Representatives

Robert Castillo, ADPA

Investment Advisor Representative

Education UCLA, B.A.

Second Language: Spanish, French

Eva Agi

Investment Advisor Representative

Education UC Berkeley, B.A.

Second Language: French

Francine Lai, CDFA®

Investment Advisor Representative

Education UCSD, B.A.

Second Language: Chinese

Nick Licouris, CDFA®

Investment Advisor Representative

Education California Polytechnic University, B.S.

Marc Armstrong CPA®, CFA®

Tax Director

Education USC, B.S. Accounting / B.S. Business Administration USC, Master's Business Taxation

Thomas Donnelly, JD, CFP®

Investment Advisor Representative

Education Saint Louis University School of Law, JD State University of New York at Buffalo, Masters

Elijah Souza, CFP®

Investment Advisor Representative

Education Loyola Marymount University, B.A.

Sage Casaga

Investment Advisor Representative

Education California Polytechnic State University, B.S.

Kaytlin Hall

Investment Advisor Representative

Education Roger Williams University, B.A. California Lutheran University, M.B.A.

Bryan Miranda

Investment Advisor Representative

Education UCLA, B.A.

Wendy Wan Turk

Investment Advisor Representative

Education UCLA, B.S.

Investment Representatives

Corporate Assistants

Shontell Camp

Office Administrator/Executive Assistant

Education University of Missouri, B.A.

Raquel Davies

Marketing And Events Coordinator

Education Mackenzie Presbyterian University, B.A. UCLA Certificate, Business for the Creative Industry

Second Language: Portuguese

Ray Flores

Client Services Associate

Education Brown University, B.A./B.S.

Second Language: Spanish

Sally Inciso

Client Services Associate

Education Cal State University, Northridge, B.S.

Second Language: Spanish

Alan Michnoff

Social Media And Marketing Associate

Education Chapman Univeristy, B.F.A

Jeff Rozic

Chief Technology Officer

Education Univ. of Pennsylvania, B.A.

Mia Elena Samson

Executive Assistant

Education Loyola Marymount University, B.S.

Wyman Sung

Financial Officer

Education UC Riverside, B.A.

Julie Vuong

Client Services Manager

Education Michigan State University, B.A