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Randy C
CFP®, Series 63
Hudson Oaks, TX
OSAIC
Randy Cox is a CFP® with 32 years of industry experience. He is currently with OSAIC and also owns Cox Financial Group, where he has been active since 2011. His prior experience includes nearly three decades at FSC Securities Corporation. He refers clients to Medicare specialists to assist with Medicare decisions. OSAIC Wealth, Inc. serves a wide range of clients including individuals, institutions, and charitable organizations through a large network of advisers and advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage and advisory services, managing portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.
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.
Brendan B
Series 66
Hudson Oaks, TX
OSAIC
Brendan Betsill is a financial advisor at OSAIC with a Series 66 credential and two years of industry experience. He previously worked at Cox Financial Group, HistoryMaker Homes, and Hooks Lincoln. At Cox Financial Group, he serves as a financial advisor, conducting client reviews and developing tailored financial plans. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and multiple advisory platforms to deliver comprehensive investment solutions.
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.
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