Bee Cave, TX Office

Anna Fransen is a financial advisor at OSAIC with 11 years of industry experience. She holds the CFP® and ChFC® designations, along with Series 66 and Series 63 licenses. Her prior experience includes roles at JP Morgan Securities, Nationwide Investment Services Corporation, and Jefferson National Financial Corp. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation, portfolio optimization, and a range of customizable strategies supported by various third-party managers and proprietary models.

Adam Harz is a Series 66 licensed financial advisor with four years of industry experience, currently affiliated with OSAIC. He has held prior roles at SagePoint Financial, Inc. and IronBridge Wealth Counsel, LLC. Harz also served at Roger Williams University and worked in operations at Laz Parking. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services focused on model-based asset allocation, portfolio optimization, and a range of investment programs delivered through affiliated broker-dealer and RIA relationships.

Michael Peters is a financial advisor at OSAIC with Series 66 credentials and two years of industry experience. His prior work includes roles with IronBridge Wealth Counsel and the Los Angeles Chargers LLC. In addition to his advisory work, he is a licensed insurance agent, providing education and servicing life and disability insurance products independently of his broker-dealer activities. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across various programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by discretionary management options and third-party manager selections.

Mitchell Moore is a financial advisor at Osaic with one year of industry experience. He holds a Series 66 designation and has previously worked in campus recreation and various roles during his education. Moore also serves as a paraplanner at IronBridge Wealth Counsel, LLC, where he assists advisors with financial planning and account servicing. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and various managed account programs. The firm is distinguished by its large scale, complex affiliate network, and recent consolidation activities.

William Sowers V is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. He has previously worked with Northern Edge Advisors LLC and IronBridge Wealth Counsel LLC, where he also serves as an investment associate. His career includes a variety of roles outside finance, such as positions at Texas Christian University and Huntington Learning Center. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization through a variety of managed account strategies.