Daniel Ayala Jr. is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Royal Alliance and SF CICADA LLC since 2015. He also serves as a registered assistant and supervision delegate with SF CICADA LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a variety of investment vehicles and third-party platforms.

Tyler Porter is a financial advisor at OSAIC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Noble Energy, Inc. for 11 years, as well as several advisory firms. He is also involved as an Investment Advisor Representative with Petra Benefits Financial Services and works with SF Cicada, LLC in office-related activities. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisers and advisory platforms. The firm employs various asset-allocation and risk-assessment tools to construct portfolios across multiple asset classes, offering a range of integrated brokerage, advisory, and managed-account services.

Stephen Foster is a financial advisor with Osaic Wealth, Inc. in Tomball, TX, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with Osaic since 2009. Outside of his advisory role, he is involved in life, health, and disability insurance sales through his management of Petra Benefits Financial Services, LP and related entities, and he also serves as a notary public. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, providing integrated brokerage and advisory services, financial planning, and access to various investment platforms. The firm utilizes asset-allocation tools, risk assessments, and automated portfolio rebalancing to manage client accounts, which may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Matthew Zettel is a financial advisor with OSAIC based in Tomball, TX. He holds a Series 66 designation and has six years of industry experience. Prior to joining OSAIC, he held roles at Royal Alliance Associates and has experience in education with positions at Texas A&M University, Blinn College, and Brenham Junior High School. He is also involved as an Investment Advisor Representative with Petra Benefits Financial Services. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on technology-driven portfolio construction and access to multiple third-party money managers and managed-account solutions.