Sandra Mesteller is a financial advisor at OSAIC with two years of industry experience. She holds a Series 66 designation and previously worked for Homans & Associates, Wealth Management, LLC for nine years, where she also served as an Operations Manager. Additionally, she assists with tax preparation through a sole proprietorship. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Gloria Homans is a financial advisor with Osaic Wealth, Inc. based in Southlake, Texas, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. Her prior work includes 14 years at Sagepoint Financial, Inc., and she has owned Homans and Associates since 1991, a firm that provides tax preparation services. In addition to her advisory role, she sells insurance products including life, disability, long-term care, and Medicare supplements through a sole proprietorship connected to Osaic. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering brokerage and investment advisory services alongside financial planning and retirement consulting. The firm employs a variety of asset allocation and portfolio management tools and supports multiple advisory platforms, including third-party managed-account solutions.