Donald Barrere is a financial advisor with OSAIC in Sugarland, TX, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He previously spent nine years with SagePoint Financial before joining OSAIC in 2023. Outside of advisory work, he owns Growth and Income Solutions, Inc., an entity used exclusively for tax and payroll purposes. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing firm-provided tools and automated processes to construct portfolios across a range of asset classes on both discretionary and non-discretionary bases.

Alec Smith is a financial advisor at OSAIC with 30 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 48 years. Outside of his advisory role, Smith is also an insurance agent offering accident and health, disability insurance, health savings accounts, and traditional life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a broad network of advisers and employs various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.