John Checki III is a financial advisor with OSAIC based in Plano, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Securities America Inc from 2013 to 2024. He serves as a board member of Amira's House and United Rocks, both nonprofit organizations. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to construct portfolios with a range of investment types, managed either discretionarily or non-discretionarily.

John Checki Jr. is a CFP®-designated financial advisor with 37 years of industry experience, currently affiliated with OSAIC since 2024. He previously spent over two decades with Securities America Advisors, Inc., and has concurrently operated his CPA practice since 1976, providing tax advice alongside his advisory work. Checki also engages in insurance sales under the Checki Financial name. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisors and advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party investment solutions.