Dallas, TX N Dallas Parkway Office

Jon Gekiere is a financial advisor at OSAIC with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Equitable Advisors and Navigation Financial, as well as experience outside finance including construction and education. He also participates in competitive bass fishing tournaments as a sole proprietor. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services. The firm employs asset-allocation tools and manages portfolios using various investment vehicles, supporting both discretionary and non-discretionary accounts.

Robert Johnson is a financial advisor with Osaic Wealth, Inc. in Dallas, TX, holding Series 65 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include nine years at Securities America, Inc. and ongoing involvement with Navigation Financial Group. Outside of financial advising, he participates in high school and college football broadcasting with Alpha Media, LLC and Keystone Broadcasting. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various investment types, supporting both discretionary and non-discretionary accounts.

Carolyn Teschemacher is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. She has worked at OSAIC since 2024 and has been involved with the Lupus Foundation of America, North Texas Chapter, since 2001, serving as a board director and director emeritus. Teschemacher is also associated with Navigation Financial Group, LLP, where she works as an insurance sales agent. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset allocation tools and portfolio management strategies and supports multiple advisory platforms and legacy program transitions.

Steven Hagemann is a financial advisor at OSAIC with over 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Securities America Advisors, Inc. and Navigation Financial Group. Outside of advisory work, he is involved in home building and remodeling through his ownership of Steve Hagemann Builders LLC and related joint ventures. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Christopher Wyatt is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OSAIC since 2024. Prior to this, he worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for 16 years. He is also involved with Navigation Financial Group, a financial advisory business he has been affiliated with since 2008. OSAIC serves a broad range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and automated rebalancing to manage diversified portfolios across various investment types.

Clyde Wyatt III is a financial advisor at OSAIC with 41 years of industry experience. He holds a Series 63 designation and has worked with firms including Securities America Advisors, Inc. for over two decades. He is also involved in life insurance sales through Navigation Financial Advisors, where he has served as an agent since 1977. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services supported by asset-allocation tools, third-party managers, and multiple platforms.

Happy Franklin is a financial advisor with OSAIC based in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He previously worked with Securities America Advisors and SWS Financial Services. Franklin serves as an at-large board member for the Rotary Club of Park Cities. OSAIC serves a diverse client base including retail and institutional investors with integrated brokerage and advisory services. The firm employs a range of portfolio construction tools and offers multiple investment platforms, supporting both discretionary and non-discretionary account management.

Roger Gekiere is a financial advisor at OSAIC with 38 years of industry experience. He has held positions at Securities America Advisors, Inc. and Securities America, Inc. for over two decades, and has been associated with Navigation Financial Group since 2003. Gekiere serves as a board member of the Franklin County Appraisal District and is involved in several trustee roles. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing tools such as asset allocation models, risk-tolerance questionnaires, and automated rebalancing across a variety of asset classes.

Lawrence Gekiere is a financial advisor with OSAIC based in Dallas, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 55 years of industry experience, including over two decades with Securities America Advisors and Navigation Financial Group. Outside of his advisory work, he is also a painter specializing in pet portraits and markets his art through a website and social media. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through an extensive network of affiliated advisers. The firm offers a range of integrated brokerage and advisory services, employing asset-allocation tools and various portfolio management options across multiple investment types.

James Daffron Jr. is a Series 66-licensed financial advisor at OSAIC with 19 years of industry experience. He has worked at Securities America Advisors, Inc. and Securities America, Inc. for over 17 years and owns Robert Daffron Inc., a tax preparation business. Outside of advisory work, he is involved in commercial real estate management and development through ownership roles in Debbie Ann Management LLC and 380 Property Inc. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, investment advisory, and financial planning services. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that may include a wide range of investment products and supports both discretionary and non-discretionary account management.

James Einspanier is a financial advisor at Osaic with 39 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Osaic in 2024, he worked for over two decades at Securities America Advisors, Inc. and has been affiliated with Navigation Financial Group since 2003. Outside of advisory services, he is involved in insurance sales, including fixed annuity, life insurance, and long-term care products. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and investment advisory services, utilizing various tools and platforms to construct diversified portfolios and support both discretionary and non-discretionary management.