Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
John D
CFP®, Series 63, Series 65
Austin, TX
OSAIC
John Dover is a CFP®-certified financial advisor at OSAIC with 18 years of industry experience. Prior to joining OSAIC in 2025, he spent 18 years at Lincoln Financial Advisors Corporation and has been self-employed since 2005. He is also an agent offering fixed annuities and traditional life insurance through John Dover/Crump, LLP. OSAIC Wealth serves a diverse range of retail and institutional clients with a multi-advisor platform that provides brokerage and advisory services, including comprehensive financial planning and model-based asset allocation strategies. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.
Andrew N
Series 66
Austin, TX
OSAIC
Andrew Nida is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and has worked at OSAIC since 2024. Prior to that, he held roles at Securities America Advisors and SECURITIES AMERICA, inc. Outside of his advisory work, Nida is involved with Wealth Solutions Inc., where he sells insurance through fixed and variable annuities as suitable for clients. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services across multiple programs. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with tools to implement discretionary and advisor-managed strategies.
Charles D
CFP®, ChFC®, Series 66
Austin, TX
OSAIC
Charles Davenport is a financial advisor at OSAIC in Austin, TX, holding CFP®, ChFC®, and Series 66 designations with 21 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, Chase Investment Services Corp., and Merrill. Outside of advisory work, he owns and operates a health and life insurance agency and refers clients to a third-party insurance provider for home and auto coverage. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and supports various managed account strategies, underscored by its scale, affiliate network, and private-equity ownership.
John T
CFP®, Series 66
Austin, TX
OSAIC
John Tegtmeier is a CFP® with 23 years of industry experience, currently serving at Osaic Wealth since 2023. He previously worked at Sagepoint Financial, Inc. for 17 years and Independent Capital Management for 5 years. Outside of advisory activities, he manages a family vacation rental business on a lake property and is involved in related property management duties. Osaic Wealth serves a wide range of clients, including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services across diverse programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by multiple management strategies and a complex affiliate network.
Jennifer S
Series 63, Series 65
Austin, TX
OSAIC
Jennifer Scroggins is a financial advisor at OSAIC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Jhfn Sii, Riverstone Wealth Management, Inc., KCM & Associates, and Mass Mutual Investors Services. She is the creator of The Bee Suite, a weekly meeting group for female professionals focused on community collaboration and education. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supports a range of investment strategies, and is notable for its scale, complex affiliate network, and recent consolidation activities.
Aulton O
Series 63
Austin, TX
OSAIC
Aulton Odell is a financial advisor with OSAIC in Austin, TX, holding a Series 63 designation and over 39 years of industry experience. His prior roles include lengthy tenures at FSC Securities Corporation and Odell/Hamilton & Associates, Inc., and he has owned an insurance soliciting and servicing sole proprietorship since 1970. OSAIC serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and a broad range of investment and financial planning solutions.
Janice G
Series 63
Austin, TX
OSAIC
Janice Gage is a financial advisor at OSAIC with 35 years of industry experience. She holds a Series 63 designation and previously worked at Royal Alliance Associates, Inc. for 31 years before joining Osaic Wealth, INC. in 2023. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization supported by risk tolerance assessments, enabling advisors to implement discretionary strategies or select third-party managers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters