Leonard Warner Jr. is a ChFC® credentialed financial advisor with 53 years of industry experience. He is currently affiliated with OSAIC in Houston, TX, having joined in 2025 after 17 years with Lincoln Financial Securities Corporation. Outside of his advisory role, he also serves as an insurance agent offering accident insurance, fixed annuities, traditional life insurance, and long-term care insurance, and facilitates connections to life settlement brokers. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with various managed account and third-party solutions. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

John Noel is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Crescent Park Capital, the Houston Astros Organization, and academic and educational institutions. Outside of advising, he volunteers with the St. Louis Arch Angels, reviewing startup pitch decks, and owns Parplan Golf, a business creating and selling golf practice plans online. OSAIC serves a diverse client base including individuals, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and investment advisory services, utilizing asset allocation tools and third-party platforms to construct diversified portfolios across various asset classes.

Lauren Ulloa is a financial advisor with Osaic Wealth, Inc. based in Houston, TX, holding a Series 66 designation and seven years of industry experience. Before joining Osaic in 2021, she worked at Royal Alliance and World Financial Advisors, and prior to her financial services career, she was employed with the Houston Police Department. She is also a manager and owner of WF Advisors Houston, LLC. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and a variety of investment products to construct portfolios managed on discretionary or non-discretionary bases.

James Whaley Jr. is a financial advisor at OSAIC with 33 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, and Questar Capital Corporation. Additionally, he manages life insurance sales and serves as a trustee overseeing agricultural and commercial property investments. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and risk assessments to construct diversified portfolios, and supports both discretionary and non-discretionary account management.

Barbara Ray is a CFP® with 43 years of industry experience. She has worked at OSAIC since 2023 and previously spent 36 years with FSC Securities Corporation. Outside of advising, she prepares income tax returns for individuals, trusts, and estates and provides accounting and bookkeeping services. She also reviews Medicare-related plans for clients as requested. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools and third-party managed-account solutions.

Nicole Wyskup is a financial advisor with Osaic Wealth, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She previously worked at Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Wyskup also operates as a fixed annuity agent and provides fixed annuities, long-term care, and life insurance products under her sole proprietorship. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing various asset-allocation tools and portfolio management options.

Martin Reza is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Lincoln Financial Securities Corporation for 17 years. Outside of his advisory role, he is involved with Advisors Financial Group, Inc., where he sells traditional life insurance and fixed annuity products. OSAIC serves a wide range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to construct portfolios that include diverse investment options and provides both discretionary and non-discretionary management.

Susan Jurica is a financial advisor with OSAIC based in Houston, TX, holding Series 63 and Series 66 designations and with 36 years of industry experience. She has been with OSAIC since 2023 and concurrently works with SagePoint Financial, Inc. since 2016. Additionally, she operates a sole proprietorship recommending life insurance and annuities. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, advisory, and financial planning services through a large network of advisors and multiple platforms. The firm employs various asset-allocation tools and third-party services to manage portfolios across a broad range of investment types on both discretionary and non-discretionary bases.

Robert Wagner is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. and Ameriprise Financial Services, Inc. Wagner is also president of RMW Interests, an LLC responsible for bookkeeping activities unrelated to securities trading. 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 offers integrated brokerage and advisory services, utilizing proprietary asset-allocation tools and access to third-party money managers to manage portfolios across various asset classes.

John Levine is a financial advisor with OSAIC in Houston, TX, holding a Series 63 license and over 33 years of industry experience. He has worked at Royal Alliance Associates since 2016 and World Financial Advisors LLC since 2006, where he also serves as president. Levine is involved in the sale of life insurance and annuities through his own business. OSAIC Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes.

Sara Watts is a Series 66-registered financial advisor with 19 years of industry experience. She has worked at Osaic since 2024 and previously spent 17 years at Woodbury Financial Services. Watts also engages in selling insurance as a life agent through Legacy Investments. Osaic Wealth, Inc. 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 offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Jason Bohmann is a financial advisor with Osaic Wealth, Inc. based in Houston, TX, holding Series 63 and Series 66 designations with 28 years of industry experience. He has worked at multiple firms, including Securities America, Inc. and Princor Financial Services Corp, and owns Texas Wealth Design, a financial advisory business. Bohmann also owns Texas Health Design, which sells health and ancillary insurance products to individuals and small employer groups. Osaic Wealth, Inc. 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, using firm-provided asset-allocation tools and third-party platforms to manage portfolios across various investment types for both discretionary and non-discretionary accounts.

Ellias Stabinsky is a financial advisor at OSAIC with 39 years of industry experience and holds a Series 63 designation. He has previously worked at Securities America, Robertson Wealth Management, and First Allied Advisory Services. Outside of advisory work, he is a certified running coach with the Road Runners Club of America and a corporate member of The Rice Alliance, a network connecting entrepreneurs with education and venture capital resources. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm uses a variety of tools and third-party platforms to construct diversified portfolios and supports legacy programs and account transitions.