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E Lawrence S

CFP®, Series 63, Series 66

Dallas, TX

OSAIC

E Lawrence Smith is a CFP® professional with 18 years of industry experience, currently advising at OSAIC since 2025. He previously worked for Lincoln Financial Advisors Corporation for 14 years. Smith is also president of ELS Vision Wealth Management, PLLC, where he offers commission-based group benefits and various insurance products. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage, advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across a range of investment types and supports both discretionary and non-discretionary account management.

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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Mario W

Series 63, Series 65

Dallas, TX

OSAIC

Mario Walker Sr. is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Lincoln Financial Advisors Corporation and Primerica. Outside of his advisory work, he is involved with ELS Vision Wealth Management, where he serves as an agent for equity indexed annuities and life insurance products. OSAIC serves a diverse client base including retail, high-net-worth, institutional, and charitable clients through a large network of advisors, offering integrated financial planning, investment advisory services, and access to multiple third-party money managers and managed account platforms.

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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Caira W

CFP®, Series 66

Dallas, TX

OSAIC

Caira White is a CFP® certificant and holds a Series 66 license with five years of industry experience. She currently works at Osaic Wealth and has prior experience at firms including Farther Finance Advisors and ELS Vision Wealth Management. Osaic Wealth serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

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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