The Woodlands, TX Office

Ryan Mathes is a CFP® professional with 18 years of industry experience, currently serving with Osaic Advisory Services, LLC. His career includes prior roles at Arbor Point Advisors and Ameriprise Financial Services, Inc. Mathes has been actively involved in community service, including past presidency of the Rotary Club of The Woodlands and volunteering with Habitat for Humanity. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of financial services and utilizes multiple program models with custody primarily arranged through Schwab and Fidelity.

Stanley Pena is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. Pena also operates a business under the name Schroeder Wealth Advisors. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. 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 a combination of proprietary and third-party platforms.

Clayton McKenzie is a CFP® with six years of industry experience currently serving at Osaic Advisory Services, LLC. His previous roles include positions at Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. He is also commissioned in insurance sales and holds a notary public designation. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. 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 custody arrangements primarily through Schwab and Fidelity.

Ralph Schroeder is a CFP® and ChFC® with 42 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. Outside of his advisory role, he serves as a trustee for multiple family trusts and manages a tree farm. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models and leveraging both proprietary and third-party platforms.

William Lynch is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and located in The Woodlands, TX. He has experience working at Osaic Wealth, Schroeder Wealth Advisors, and Osaic Advisory Services since 2026, following prior roles at 1st American Pension Services and National Life Group. Before entering the financial industry, he worked in the food service sector at Mr. Jim's Pizza. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services including investment management, financial planning, retirement consulting, and third-party manager oversight, employing multiple program models and utilizing platforms such as Schwab, Fidelity, Envestnet, and Ladenburg Thalmann Asset Management.