Beth Eldridge is a financial advisor with OSAIC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She worked at American Portfolios Financial Services, Inc. for 21 years before joining OSAIC in 2024. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and brokerage services, utilizing various asset-allocation tools, third-party managers, and automated portfolio rebalancing.

Michael Stewart is a financial advisor at OSAIC with 48 years of industry experience. He holds Series 63 and Series 65 designations and worked previously at American Portfolios Financial Services, Inc. for 21 years before joining OSAIC in 2024. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage, advisory services, and financial planning, employing asset-allocation tools, risk tolerance assessments, and multiple investment options including stocks, bonds, and alternative investments.