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Madison B

Series 65

Plano, TX

OSAIC

Madison Begley is a Series 65-licensed financial advisor at OSAIC with seven years of industry experience. Prior to joining OSAIC, Begley worked at Fluent Financial, Sepio Capital, and Realty One Group Signature, among other firms. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a broad array of investment advisory and brokerage services, utilizing firm-provided tools for asset allocation, risk assessment, and portfolio management across multiple 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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John D

Series 63, Series 65

Plano, TX

OSAIC

John Donovan is a financial advisor with OSAIC in Plano, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked for Securities America Advisors and Securities America Inc for 10 years. Outside of his advisory role, Donovan serves as a precinct chair for the Collin County Republican Party, is a board member of the Texas Exes Dallas Chapter, and participates on the board overseeing Plano’s Tax Increment Financing Reinvestment Zone No. 4. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs various investment tools and supports multiple account management options across diverse 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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