Amarillo, TX Bell St Office

Jacob Wood is a financial advisor with OSAIC based in Amarillo, TX. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Wood has been associated with Royal Alliance Associates, Inc. since 2008 and operates Wood Financial, where he provides term life insurance and variable annuity products. He is also a general partner in a family-run coffee shop partnership. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk assessment, and managed-account solutions to create portfolios with a range of investment products tailored to client needs.

Stephen Wood is a financial advisor with OSAIC in Amarillo, TX, holding a Series 63 credential and over 45 years of industry experience. He has been affiliated with OSAIC since 1989 and owns Wood Financial, where he writes general fixed insurance annuities and life insurance. Wood is also a partner in a general partnership that manages leased commercial properties. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios comprising various asset classes, supporting both discretionary and non-discretionary management.

Jeffery Whelchel is a financial advisor at OSAIC with five years of industry experience. He holds the Series 66 designation and has worked with OSAIC and Wood Financial since 2021. Prior to his financial advisory roles, he spent over 20 years as a physician, including ownership of a hormone consultation practice and serving as medical director at a functional medicine clinic. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services supported by advanced asset-allocation tools and multiple third-party platforms.

Josh Wood is a financial advisor with OSAIC Wealth, Inc. in Amarillo, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with OSAIC Wealth since 2004. Outside of his advisory role, Wood is an author of Christian self-help books and serves as president of a small family foundation. OSAIC Wealth serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services and a variety of investment platforms. The firm employs asset-allocation tools and risk assessments to construct portfolios across multiple asset classes and supports both discretionary and non-discretionary account management.

Zane Zybach is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and has worked at Royal Alliance since 2018. In addition to his advisory role, Zybach is involved with Zybach Ranch, a business he has operated since 2008. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of advisors, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.