Oklahoma City, OK 3817 NW Expressway Office

Cale Olbert is a CFP® with nine years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He has held previous advisory roles at firms including Cetera Advisors LLC and Woodbury Financial Services INC. Olbert is involved in nonprofit activities, serving as a regional executive committee member for Blood Cancer United and as co-chair and board member of the investment committee for YWCA OKC. OSAIC is a firm that serves a diverse group of retail and institutional clients through a broad network of affiliated financial advisers and advisory platforms. The firm combines brokerage and investment advisory services with tools such as asset-allocation models and automated rebalancing, supporting a variety of investment types and client-imposed restrictions.

Steven Beck is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Woodbury Financial Services, St. Bernard Financial Services, and Jackson National Life Distributors. Outside of advising, he is a partner or owner in several family business ventures, including an RV park and a development company focused on cabin home sites. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and nonprofits. The firm provides integrated brokerage and advisory services, utilizing a range of asset-allocation tools and multiple advisory platforms to manage portfolios across various asset classes.

Amber Eduvigen is a financial advisor with OSAIC in Oklahoma City, OK, holding a Series 66 designation and 19 years of industry experience. Her prior firms include Woodbury Financial, Cetera Advisors, and Raymond James Financial. She is also a financial planner and insurance agent with Eternal Wealth Management. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct portfolios that may include a range of securities and alternative investments.

William Daniel is a financial advisor with Osaic Wealth Inc in Oklahoma City, holding a Series 63 designation and bringing 51 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of advisory work, he serves as president of TG&E Insurance Agency. Osaic Wealth Inc serves a broad range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, leveraging asset-allocation tools and third-party solutions to construct diversified portfolios for individual and high-net-worth investors, pension plans, corporations, and charitable organizations.

Brett Valentine is a financial advisor with OSAIC in Oklahoma City, holding Series 63 and Series 65 licenses and having three years of industry experience. His work background includes roles at Woodbury Financial Services Inc and project management at Telus Agriculture. Outside of advising, he manages a rental property and is involved in project management for a large corporation. OSAIC serves a diverse client base including individual and institutional investors, offering a range of brokerage and advisory services with an emphasis on asset allocation, risk assessment, and portfolio construction using a variety of investment instruments and third-party solutions.

Jacob Ogle is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Waddell & Reed, and various insurance carriers. He is a member of Ogle Wealth Management, LLC, an administrative role related to tax purposes. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services featuring portfolio construction tools, multiple investment options, and third-party managed-account solutions.