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John D

CFP®, Series 63, Series 65

Austin, TX

OSAIC

John Dover is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at OSAIC since 2025 and previously spent 18 years at Lincoln Financial Advisors Corporation. In addition to his advisory role, he is an agent offering fixed annuities and traditional life insurance through John Dover/Crump, LLP. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and investment advisory services supported by multiple advisory platforms and a variety of third-party solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Andrew N

Series 66

Austin, TX

OSAIC

Andrew Nida is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. He also has a background in recreational services and university employment. Outside of his advisory role, he sells insurance through fixed and variable annuities when suitable for clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services along with access to multiple investment platforms and model portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Charles D

CFP®, ChFC®, Series 66

Austin, TX

OSAIC

Charles Davenport is a financial advisor at OSAIC with 21 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation for 16 years. In addition to his advisory work, he owns and manages a real estate rental property and operates an insurance agency providing health, disability, annuities, and life insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, efficient-frontier analysis, and portfolio rebalancing across various investment types on discretionary and non-discretionary terms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John T

CFP®, Series 66

Austin, TX

OSAIC

John Tegtmeier is a CFP® professional with 23 years of industry experience, currently serving at OSAIC since 2023. He has a long tenure at Sagepoint Financial, Inc., where he has worked since 2009. Outside of his advisory role, he is involved in managing a family vacation rental and real estate partnership, including tenant screening and property maintenance coordination. OSAIC serves a broad client base including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to offer tailored investment solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jennifer S

Series 63, Series 65

Austin, TX

OSAIC

Jennifer Scroggins is a financial advisor with OSAIC in Austin, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with OSAIC since 2018 and previously worked at Jhfn Sii from 2012 to 2018. Outside of her advisory role, she is the creator of The Bee Suite, a community group of female professionals focused on strategizing, collaboration, and education in various fields. OSAIC serves a wide range of retail and institutional clients through a large network of financial advisers, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Aulton O

Series 63

Austin, TX

OSAIC

Aulton Odell is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and has worked at FSC Securities Corporation, Odell/Hamilton & Associates, Inc., and American General Life Insurance Co. in roles spanning over three decades. He also owns a sole proprietorship focused on soliciting and servicing insurance clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various tools and third-party solutions to construct and manage tailored portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Janice G

Series 63

Austin, TX

OSAIC

Janice Gage is a financial advisor at Osaic Wealth, Inc. in Austin, TX, holding a Series 63 designation and bringing 35 years of industry experience. She previously worked at Royal Alliance Associates, Inc. for 31 years before joining Osaic Wealth in 2023. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms, using asset-allocation tools, risk assessments, and third-party money managers to construct diversified portfolios tailored to client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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