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Randy C

CFP®, Series 63

Hudson Oaks, TX

OSAIC

Randy Cox is a CFP® professional with 31 years of experience in the financial services industry. He is currently affiliated with OSAIC and has operated his own practice, Cox Financial Group, since 2011. His career also includes nearly three decades with FSC Securities Corporation. OSAIC serves a diverse client base that includes individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a broad range of advisory services supported by asset-allocation tools, risk-tolerance assessments, and access to multiple investment platforms and third-party managers.

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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Jerry W

Series 63, Series 65

Weatherford, TX

OSAIC

Jerry Walker is a financial advisor at Osaic with 18 years of industry experience and holds Series 63 and Series 65 credentials. He has worked with FSC Securities Corporation for 16 years and owns an accounting and tax preparation firm, Coburn, Chessher & Walker CPAs P.C. In addition to his advisory role, he serves as a trustee at Beulah Baptist Church and is involved in software development for CPA practice management through his company, Software That Works LLC. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and access to various third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to build portfolios encompassing stocks, bonds, options, mutual funds, ETFs, and alternatives, managing accounts on discretionary or non-discretionary bases.

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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Brendan B

Series 66

Hudson Oaks, TX

OSAIC

Brendan Betsill is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has previously worked with Cox Financial Group, HistoryMaker Homes, Hooks Lincoln, and Oeste Ranch Golf Course. At Cox Financial Group, he performs financial advisory duties including client reviews and tailored financial planning. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm employs a range of portfolio construction tools and offers integrated brokerage and advisory services, third-party managed accounts, and financial planning solutions.

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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Justin G

CFP®, Series 66

Hudson Oaks, TX

OSAIC

Justin Guess is a CFP® with eight years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior experience includes roles at FSC Securities Corporation, LPL Financial, and CX Institutional. Outside of his advisory work, he owns and operates Circle G Agriculture, an LLC involved in farm management. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes a range of tools and third-party services to construct diversified portfolios across various asset classes.

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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