Shaju Alexander is a financial advisor with OSAIC in San Antonio, TX, holding a Series 66 designation and 28 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 19 years before joining OSAIC. Outside of advisory services, he is engaged in the sales and service of fixed life, health, and disability insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and diversified portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Robert Kinnally Jr. is a financial advisor with OSAIC based in San Antonio, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years before joining OSAIC in 2025. Outside of his advisory role, Kinnally serves as an investment committee member for the Congregation of the Sisters of Charity of the Incarnate Word and participates on the Capital Campaign Committee of Antonian College Preparatory High School. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes advanced asset allocation tools and multiple investment platforms to provide tailored portfolio management and access to a wide range of investment products.

Joseph Charlton is a financial advisor with Osaic in San Antonio, TX, holding Series 65 and Series 63 licenses and 35 years of industry experience. His prior roles include positions at Lincoln Financial Securities, NEXT Financial Group, JPMorgan Chase Bank, USAA Investment Management Company, and Fidelity Investments. Charlton is also the OSJ Supervisory Principal for RDK Advisors LLC, where he manages operations, compliance, and advisor support. Osaic Wealth, Inc. serves both retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and managed account solutions. The firm employs a range of asset-allocation tools and third-party platforms to support diversified investment strategies with discretionary or non-discretionary management.

Mary Canales is a financial advisor with OSAIC in San Antonio, Texas, holding a Series 63 license and bringing 38 years of industry experience. She previously worked at Lincoln Financial Securities Corporation for 13 years before joining OSAIC in 2025. Outside of her advisory role, she is also an insurance agent offering disability insurance, equity-indexed annuities, fixed annuities, and traditional life insurance. OSAIC serves a wide 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 a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.