Chana Beene is a financial advisor with Osaic Wealth, Inc. based in Waco, Texas, holding a Series 63 designation and bringing 39 years of industry experience. She previously worked for Woodbury Financial Services for 15 years and has operated Chana Beene Financial Services since 1988. Outside of her advisory role, she serves as a board member of the Baylor Bear Foundation and participates on the budget and finance committee of the First Baptist Church of Mexia. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, managed portfolios, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified investment portfolios.

Chet Beene is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, UBS, Baylor, and HOGX. Beene is also involved in insurance sales through his role as a writing agent at Beene Wealth Management Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of financial services and employs various investment tools and platforms to construct and manage portfolios tailored to client needs.