Dallas, TX Office

Joseph Radovic is a financial advisor at OSAIC with 29 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Prudential Insurance Company of America and Hornor, Townsend & Kent, Inc. Radovic volunteers with The Storehouse of Collin County, providing investment advice to the nonprofit’s board. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that may include a broad range of investment products, managing accounts on either a discretionary or non-discretionary basis.

Henry Peeler Jr. is a CFP® certified financial advisor with 28 years of industry experience, currently working at OSAIC since 2024. His prior experience includes positions at Securities America Advisors, Investacorp, and Highland Capital. Outside of advisory roles, he owns a small delivery company, Peeler Logistics, and has served as an insurance wholesaler through Highland Capital Brokerage. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, advisory services, financial planning, and access to third-party investment managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management to construct diversified portfolios.

Luc Du is a financial advisor with Osaic Wealth, Inc. in Dallas, TX, holding Series 63 and Series 65 designations and 27 years of experience in the industry. He previously worked at Signator Investors, Inc. and has operated Du & Associates Insurance and Financial Services since 2000. In addition to his advisory work, he is involved in insurance sales through his agency. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, providing integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management, with a complex corporate structure and multiple third-party commercial arrangements.

Mark Hoover is a financial advisor at OSAIC with 26 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 24 years before joining OSAIC in 2024. Hoover holds Series 63 and Series 65 licenses and is also president of M.D. Hoover & Associates, Inc., a property tax consulting and insurance firm. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

David Miller is a financial advisor with OSAIC in Dallas, TX, holding Series 63 and Series 65 credentials and over 22 years of industry experience. His prior experience includes ten years at Securities America Advisors, Inc., five years at Sunset Financial Services Inc., and two years at Signator Investors, Inc. OSAIC serves a wide range of clients, including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers across diverse investment products.

Karin Stewart is a financial advisor at OSAIC with 23 years of industry experience. She holds a Series 66 designation and has worked at firms including Woodbury Financial Services, Questar Capital Corporation, and American United Life. Outside of her advisory role, she is the CEO of Capital Portfolios, an LLC through which she sells and services insurance products. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisors and offers a range of portfolio management solutions utilizing firm-provided tools and third-party platforms.

Paul Klement is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and worked previously at Securities America Advisors and Securities America Inc from 2016 to 2024. Outside of his advisory role, he is a General Lines Agent with Navigation Financial Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options, employing asset-allocation tools and automated rebalancing to manage portfolios on both discretionary and non-discretionary bases.