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Dean H
CFP®, Series 63, Series 66
The Woodlands, TX
OSAIC
Dean Harman is a CFP®-certified financial advisor with over 32 years of industry experience. He is currently with OSAIC and previously worked at SagePoint Financial, Inc. and runs Harman Asset Management, LLC. Outside of financial advising, he is a cofounder of Alphalytics Research, which provides economic research services, and is the author of the book *Win By Not Losing*. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs tools such as asset-allocation modeling and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.
Bradley G
Series 66
The Woodlands, TX
OSAIC
Bradley Glenn is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Sagepoint Financial, Inc. and Edward Jones before joining OSAIC in 2023. Glenn is also involved with Harman Wealth Management, where he advises clients on portfolio transactions, insurance reviews, and financial planning. OSAIC serves a diverse client base, including individuals, institutions, and charitable organizations, through a large network of advisors and proprietary platforms. The firm employs various asset-allocation tools and offers integrated brokerage, advisory services, and access to third-party money managers to construct tailored investment portfolios.
William J
Series 63, Series 65
The Woodlands, TX
OSAIC
William Johnson is a financial advisor with OSAIC in The Woodlands, TX, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior roles include a decade at SagePoint Financial and ongoing positions at Attwood Holdings, Inc. and various insurance carriers. He is also affiliated with Harman Wealth Management as a financial advisor. OSAIC serves a diverse client base ranging from individual investors to institutional entities, providing integrated brokerage and advisory services through a wide network of advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of securities and alternative investments.
David W
Series 63, Series 65
The Woodlands, TX
OSAIC
David Walkup is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Harman Asset Management and SagePoint Financial. He serves as Vice President of a local homeowners association in a volunteer capacity. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.
Paul R
Series 66
The Woodlands, TX
OSAIC
Paul Rhoades is a financial advisor with OSAIC in The Woodlands, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining OSAIC, he worked at Harman Wealth Management and Crossbridge Wealth Strategies. He also spent two years on the faculty at Sam Houston State University College of Business Administration. OSAIC Wealth, Inc. serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services and uses various tools and platforms to construct and manage portfolios tailored to client needs.
Sammy J
Series 63, Series 66
The Woodlands, TX
OSAIC
Sammy Johnson is a financial advisor with OSAIC based in The Woodlands, TX, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at OSAIC since 2023 and previously spent 17 years with Sagepoint Financial, Inc. Johnson is also the sole proprietor of Harman Wealth Management, an independent RIA, where he provides investment advisory services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering a wide range of integrated brokerage, investment advisory, and retirement planning services through a large network of affiliated advisors and multiple advisory platforms.
Matthew S
Series 66
The Woodlands, TX
OSAIC
Matthew Sechelski is a financial advisor with OSAIC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Sagepoint Financial, Inc. and Edward Jones. Outside of OSAIC, he serves as a wealth manager at Harman Wealth Management. OSAIC serves a broad range 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 utilizes asset-allocation tools, automated rebalancing, and various investment vehicles to tailor portfolios on discretionary or non-discretionary bases.
Christopher R
Series 66
The Woodlands, TX
OSAIC
Christopher Riggs is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and previously worked at Sagepoint Financial, Inc. for 14 years. He is also president of Alphalytics Research, LLC, which publishes subscription-based macro-economic research for institutional and professional clients. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with access to multiple platforms, third-party money managers, and a variety of investment options.
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