Houston, TX Two Chasewood 20405 State Highway 249, Suite 350 Office

Jack Jones Jr. is a CFP® professional with over 32 years of experience in financial advising. He currently works at Osaic Advisory Services, LLC and has held roles at Triad Hybrid Solutions and The Robare Group. He is also involved with Robare Asset Management, Inc. and manages fixed insurance products as part of his broader advisory work. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms such as Schwab, Fidelity, Envestnet, and Ladenburg Thalmann Asset Management.

Mark Robare is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 39 years of industry experience and has worked with firms such as Triad Advisors, Inc. and The Robare Group, which he has been a partner in since 2001. In addition to his advisory work, he is involved in recommending fixed insurance products including fixed annuities, life insurance, and long-term care. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing both proprietary guidance and third-party platforms.

Valerie Roque is a CFP®-certified financial advisor with nine years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. She has previously worked at Triad Advisors and maintains an ongoing role with The Robare Group, Ltd. in wealth management. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and nonprofits. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and custodians like Schwab and Fidelity.

Henry Kettler is a CFP® professional with 4 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His prior experience includes roles at Triad Advisors and Integrated Financial. He also assists financial advisors as an advisory associate at Robare & Jones Wealth Management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and access to alternative investments through various advisory programs.

Eduardo Martinez is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. He has worked at firms including Triad Hybrid Solutions and Triad Advisors. Outside of his advisory role, Martinez assists financial advisors as an advisory associate with Robare & Jones Wealth Management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms.