John Orear Jr. is a financial advisor at OSAIC with a Series 66 credential and two years of industry experience. Prior to joining OSAIC, he worked at Osaic Wealth and has experience in other business ventures, including a family limited partnership where he assists with investment direction and tax preparation. OSAIC serves a broad mix of retail and institutional clients, offering a range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization. The firm is notable for its scale, recent consolidation activity, and a complex affiliate network.

Edward Meinen is a financial advisor with OSAIC in Fort Worth, TX, holding Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at American General Securities Incorporated, Sagepoint Financial, Inc., and OSAIC Services, Inc. Meinen also owns and operates Meinen Agency Inc., an independent insurance sales business. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm uses a model-based investment approach with tools for asset allocation and portfolio optimization, and it is notable for its scale, recent consolidation, and complex affiliate network.

John Orear is an advisor at OSAIC in Fort Worth, TX, holding Series 63 and Series 66 licenses with 36 years of industry experience. He previously worked at Sagepoint Financial Advisors, Gravity Capital Management LLC, and American General Securities Incorporated. Outside of his advisory role, he serves as a board member and vice president of his local homeowners association and volunteers on the house committee of a private country club. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. Its investment process focuses on model-based asset allocation and portfolio optimization, providing discretionary management, third-party manager options, and alternative investments across a variety of programs.