Leon Levinson is a financial advisor at OSAIC based in Houston, TX, holding Series 63 and Series 65 designations with 42 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years and has been associated with Sun Life Assurance Company of Canada since 1983. Outside of his advisory role, Levinson acts as an agent involved in life settlements and offers various insurance products, including accident and health insurance, disability insurance, annuities, and long-term care insurance. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services and employs tools such as asset allocation, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

John Ginsburg is a financial advisor with OSAIC in Houston, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior work includes roles at Lincoln Financial Securities Corp., Princor Financial Services Corporation, and Principal Life Insurance Company. He also operates an insurance agency offering accident, health, disability, and traditional life insurance products, as well as fixed and fixed indexed annuities. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and offers both discretionary and non-discretionary account management options.

Melvin Gross is a financial advisor with Osaic Wealth, Inc. based in Houston, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He brings 55 years of industry experience, including 16 years at Lincoln Financial Securities Corp and 19 years with Mass Mutual Life Insurance Co. Outside of his advisory work, he has served as president and president-elect of the Rotary Club of Houston, engaging in local and international service activities. OSAIC serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated brokerage and advisory services and utilizes firm-provided tools such as asset-allocation models and automated rebalancing to construct portfolios across multiple asset classes.

Eric Rumbaugh is a financial advisor at OSAIC in Houston, TX, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Securities, Inc., Waddell & Reed, Inc., and various insurance carriers. In addition to his advisory role, he manages insurance products, including accident, health, disability, life insurance, fixed and fixed indexed annuities, and life settlements. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services supported by advanced asset-allocation tools and manages portfolios using stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Lawrence Jacobs is a financial advisor with OSAIC based in Houston, TX, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation, Principal Securities Inc., and Principal Life Insurance Co. He also operates his own financial advisory business and is involved in offering insurance products as an agent. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through an extensive network of financial advisors and advisory platforms. The firm employs asset-allocation tools and multiple investment options to manage portfolios, offering both discretionary and non-discretionary account management.

Mark Salesman is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Lincoln Financial Securities Corporation and The Leaders Group Inc. Outside of his advisory role, he is involved in insurance-related businesses, including serving as President and Owner of Advisors Financial Group, which offers various insurance products and annuities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to construct diversified portfolios across various asset classes.