Houston, TX Loop Central Drive Office

Leon Levinson is a financial advisor with OSAIC in Houston, TX, holding Series 63 and Series 65 licenses and 42 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years and has been involved with Sun Life Assurance Company of Canada since 1983. Levinson also offers life settlements and insurance products, including accident and health insurance, disability insurance, and long-term care insurance. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm uses a model-based investment process featuring asset allocation, portfolio optimization, and third-party manager selection.

John Ginsburg is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Securities Corp., Princor Financial Services Corporation, Raymond James & Associates, Morgan Stanley, Citigroup Global Markets, and Merrill. Outside of advisory services, he is also an insurance agent offering accident, health, disability, traditional life insurance, fixed and fixed indexed annuities, and life settlements. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment approach with a range of advisory and brokerage services delivered through an extensive multi-advisor platform and affiliated relationships.

Melvin Gross is a financial advisor at OSAIC with 55 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work history includes roles at Lincoln Financial Securities Corp, Mass Mutual Life Insurance Co., and American General Securities Incorporated. He is involved in community service through the Rotary Club of Houston, where he has served as president and president-elect. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization, with an emphasis on both discretionary and advisor-managed strategies.

Eric Rumbaugh is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Securities, Waddell & Reed, Ameriprise, and Choreo, LLC. In addition to advisory work, he is an agent and manager with Advisors Financial Group, offering accident, health, disability, and traditional life insurance, as well as fixed and fixed indexed annuities and life settlements. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform. The firm utilizes a model-based investment process with various advisory and brokerage services supported by a network of affiliated entities and private-equity ownership.

Lawrence Jacobs is a financial advisor with OSAIC in Houston, TX, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation, Principal Securities Inc., and Principal Life Insurance Co. He also operates an insurance agency offering various insurance products and fixed annuities. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization with various managed account programs and access to alternative investments.

Mark Salesman is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Financial Securities Corporation and The Leaders Group Inc. Outside of advising, he is involved in managing insurance and investment-related businesses, serving as president and owner of Advisors Financial Group and director of private wealth at Capitas Financial of Houston. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach uses model-based asset allocation and portfolio optimization, incorporating discretionary strategies, third-party managers, and proprietary models.