Houston, TX Bering Dr. Office

John Wilson is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 66 licenses and worked previously for Lincoln Financial Advisors for 23 years. In addition to his advisory role, he offers various insurance products including health insurance, disability insurance, annuities, and long-term care insurance, and provides life settlements on life insurance policies through a sole proprietorship. Osaic Wealth, Inc. 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, retirement plan consulting, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes.

Thomas Baird is a CFP®-designated financial advisor with 41 years of industry experience, currently affiliated with OSAIC since 2023. His previous roles include positions at SagePoint Financial, Inc. and Next Financial Group, Inc. Baird also owns Veritas Wealth Management LLC, a Texas-registered LLC through which he conducts his financial planning practice. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers. The firm employs various asset allocation tools and supports multiple advisory platforms, including legacy programs and third-party managed-account solutions.

Cory Mccauley is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. and NEXT Financial Group. Outside of his advisory work, he is also a musician performing under the sole proprietorship "Cory Mccauley and His Evangeline Aces." OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with various investment platforms and employs asset allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.