Denny Meyer Jr. is a financial advisor with OSAIC in Corpus Christi, TX, holding a Series 66 designation and 14 years of industry experience. He previously spent over a decade at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he manages a certified public accounting firm, Fields, Nemec & Co., P.C., where he provides tax, attest, and consulting services and serves as a trustee for several family trusts. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers. The firm offers integrated brokerage and advisory services with portfolios constructed using asset-allocation tools and risk-tolerance analysis, supporting both discretionary and non-discretionary account management.

Robert Fox is a financial advisor with Osaic Wealth, Inc. in Corpus Christi, TX, holding a Series 66 designation and over 26 years of industry experience. His career includes long-term roles at Securities America Advisors, Inc. and Fields, Nemec & Company, where he also serves in trustee and co-executor capacities for various trusts and estates. Fox is active on the executive board of the South Texas Council of the Boy Scouts of America. Osaic Wealth, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing a range of advisory platforms and third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across multiple asset classes with discretionary and non-discretionary options.

Rudolph Sturgeon is a financial advisor with OSAIC, holding a Series 66 designation and over 26 years of industry experience. He has worked at OSAIC since 2024 and previously spent more than two decades at Securities America Advisors, Inc. and Fields, Nemec & Company. Outside of advising, Sturgeon is a partner in real estate and oil and gas ventures and serves as a trust protector for several family trusts. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through an extensive network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio management utilizing a range of investment products and third-party platforms.

Jacob Mokry is a financial advisor with OSAIC based in Corpus Christi, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has previously worked at Paradigm Wealth, Eagle Strategies, and New York Life, among other firms. Mokry is also a partner in STG Advisors, PLLC, where he assists with managing and maintaining business contracts. 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. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and access to third-party money managers to construct diversified portfolios.