Meet Our Osaic Institutions Advisors

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Trust your financial planning needs to our experienced
Osaic Institutions Wealth Management team

Wherever you are in life and wherever you wish to be, the Osaic Institutions Wealth Management team located at Monterra Credit Union focuses on you.

In today's market, it's essential to work with a Wealth Advisor who can provide you insight and guidance based on an understanding of your unique situation. The Osaic Institutions Wealth Advisors located at Monterra Credit Union are here to help you identify your long-range goals and develop a plan to help you meet them.

Meet the team who will soon become reliable confidants along your financial journey.

Certified fiduciary financial

Emilio Johansen
Executive Wealth Advisor, Certified Financial Fiduciary®
 
  • CA Insurance License # 0D76283
  • FINRA Securities Registrations: Series 7, 63, 65, & Life and Health
With over 22 years of experience in the financial industry, Emilio is dedicated to serving as a trusted advisor, helping clients make informed decisions about their financial future. As a fiduciary, he prioritizes personalized service, taking the time to understand each client’s needs and preferences. Committed to simplifying complex financial concepts, Emilio emphasizes education and empowerment, fostering confidence in his clients’ financial decisions. Outside of work, Emilio enjoys quality time with his family, playing golf and traveling.  
Anatoly VildermanCertified fiduciary financial
Executive Wealth Advisor, Certified Financial Fiduciary® 
 
  • CA Insurance License # 0G92490
  • FINRA Securities Registrations: Series 7, 63, 65, & Life and Health

Anatoly has been providing guidance to clients for more than 15 years. He works closely with individuals and families, serving as a partner they can have confidence in to address all of their education, retirement and income planning needs to help grow their assets and manage their wealth. He's multifaceted and results-oriented with the ability to advise clients with complex investment relationships in accordance with the client's specific goals. Anatoly is highly effective in collaborating with various departments and business partners in developing and implementing strategies to assist clients with more sophisticated needs.

Christina Sellon
Wealth Team Coordinator 

Christina partners with Emilio in supporting the clients that he works with. She is a dedicated Wealth Team Coordinator with 20+ years of experience in diverse sales environments. She's motivated to maintain customer satisfaction and contribute to the overall success of the division.

Leilani Alejandro
Wealth Team Coordinator 

Leilani partners with Anatoly in supporting the clients that he works with. She has more than 10 years of experience with sales, specifically in the insurance industry.


Check the background of these financial professionals on FINRA’s BrokerCheck. Click here for Emilio Johansen. Click here for Anatoly Vilderman.

* Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions does insurance business in California as Osaic Institutions Insurance Agency. CA Agency License #OH30186. Wealth Management is a trade name of Monterra Credit Union. Osaic Institutions and Monterra Credit Union are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.

Osaic Institutions representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.