Michelle Morris is a financial advisor at OSAIC with six years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Triad Advisors and Primerica. In addition to her advisory role, she is involved in educational tutoring and hosts seminars on non-securities topics. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk-tolerance assessments, and a range of investment products to manage portfolios on discretionary or non-discretionary bases.

Jeffrey Schaberg is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Triad Advisors and Sirius Solutions, LLLP. He is also involved with Consolidated Planning Group, providing consulting services focused on special needs planning, including Social Security, cost of care, guardianship, and related benefits. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various tools and strategies for portfolio construction and supports multiple advisory platforms, including legacy program transitions and model account solutions.

Allison Schaberg is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 27 years of industry experience. She previously worked at Triad Advisors, Inc. and Ameritas Investment Corp, and has been involved with Houston Patient Advocacy since 2013. In addition to her advisory role, she provides special needs consulting, medical bill advocacy, and social security maximization analysis through Consolidated Planning Group, where she serves as general agent and owner. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a variety of investment products and supports both discretionary and non-discretionary account management.

Andrew Morris is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and five years of industry experience. He previously worked at Triad Advisors and Primerica Advisors. Outside of his advisory role, Morris is the owner and head brewer of Sport Suits Brewing Company, a brewery and taproom in Missouri City, TX. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports multiple platform programs and managed-account solutions.