Houston, TX 10260 Westheimer Rd Office

James Fereday is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Woodbury Financial Services, Inc. for 10 years. Additionally, he is appointed with Nationwide Insurance Companies to sell fixed insurance, annuity, and property/casualty insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and access to third-party money managers to construct portfolios tailored to client risk tolerance and investment goals.

Lisa Lee is a CFP® professional with 31 years of industry experience. She is currently with OSAIC and has worked at Fortis Investors, Inc. since 1997. Lee is involved as a board member of The Harbor Nizhny, a nonprofit missionary organization. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Michael Griffin is a financial advisor with Osaic Wealth, Inc. based in Houston, TX, holding a Series 66 designation and with 27 years of industry experience. Prior to joining Osaic in 2024, he spent 19 years at Woodbury Financial Services, Inc. Outside of his advisor role, Griffin is involved in several business and community activities, including ownership and partnership roles in Silveroak Financial Group, board memberships with the Houston-West Chamber of Commerce and SmartPipe Technologies, and ownership of Griffin Spirits, LLC, a specialty vodka brand. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and access to third-party money managers to construct diversified portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Grant Hall is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Ameriprise Financial Services. He also maintains a role as a financial advisor with SilverOak Financial Group, involved in business development, marketing, and wealth management. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Desmond Early is a financial advisor with OSAIC in Houston, TX, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Woodbury Financial Services, Minnesota Life Insurance, Securian Financial Services, IMG Financial Group, Edward Jones, and CooperVision. He is also an agent with SilverOak Financial Group, where he sells and services traditional insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include various investment vehicles, offering both discretionary and non-discretionary management options.

Martha Robinson is a Series 66 licensed financial advisor with 25 years of industry experience. She joined OSAIC in 2024 after spending 13 years at Woodbury Financial Services, Inc. In addition to her role at OSAIC, Robinson provides comprehensive financial planning and investment advisory services through SilverOak Financial Group, Ltd., a limited partnership. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to manage portfolios incorporating a range of investment types.

Ryan Bradford is a Series 66 licensed financial advisor with 17 years of industry experience. He has been with Osaic since 2024 and previously worked for Woodbury Financial Services Inc. for ten years. Bradford also owns The Bradford Benefit, an LLC that offers group health, individual health, and life insurance benefits. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services leveraging multiple platforms and tools to construct portfolios that include a broad range of asset classes.