Dean Harman is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and 66 licenses, with 32 years of industry experience. He has previously worked at Harman Asset Management, LLC and SagePoint Financial, Inc. Outside of advisory roles, Harman is the author of the book "Win by Not Losing" and co-founder of Alphalytics Research, which produces and markets economic research for the financial services industry. He also serves on advisory boards for FINRA and Practice Intelligence, a data-driven platform focused on advisor growth. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting discretionary and non-discretionary strategies across a broad range of programs and custodial arrangements.

Bradley Glenn is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Sagepoint Financial, Inc. before joining OSAIC. Glenn is also involved with Harman Wealth Management, where he advises clients on portfolio transactions, conducts insurance reviews, and provides financial planning services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization with a range of investment programs and third-party manager options.

William Johnson is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at SagePoint Financial and various insurance carriers prior to joining OSAIC in 2023. Johnson also serves as a financial advisor for Harman Wealth Management, an LLC. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment approach that incorporates asset allocation, portfolio optimization, and risk management tools while supporting various managed account strategies and third-party money managers.

David Walkup is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, SagePoint Financial, and Harman Asset Management. He serves as Vice President on the board of a local homeowners association in a volunteer capacity. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and a diverse range of program options.

Paul Rhoades is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Harman Wealth Management and Crossbridge Wealth Strategies, as well as two years as an instructor at Sam Houston State University College of Business Administration. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Sammy Johnson is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Sagepoint Financial, Inc. and OSAIC Services, Inc. In addition to his advisory role, he operates a separate wealth management practice under Harman Wealth Management. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation, portfolio optimization, and offers a variety of managed account programs and third-party manager options.

Matthew Sechelski is a financial advisor with OSAIC in The Woodlands, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Sagepoint Financial, Inc. and Edward Jones. He is also a wealth manager at Harman Wealth Management. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach incorporates model-based asset allocation, portfolio optimization, and various discretionary and third-party managed strategies.

Christopher Riggs is a financial advisor with OSAIC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Riggs is president of Alphalytics Research, LLC, which publishes subscription-based macro-economic research for institutional and professional clients. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through various programs including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by risk assessment tools and multiple management options.