San Antonio, TX Paesanos Parkway Office

Guy Floyd III is a financial advisor with OSAIC in San Antonio, TX, holding a Series 66 designation and two years of industry experience. He has previously worked at Platinum Wealth Solutions and AXA Advisors. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes financial planning, managed portfolios, and retirement consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies.

Mark Carolin is a financial advisor with OSAIC in San Antonio, TX, holding a Series 63 designation and 33 years of industry experience. His prior roles include positions at Signator Investors, Inc. and Transamerica Financial Advisors. He serves as Vice President of the Pinnacle Study Group Inc., a private educational organization focused on financial planning discourse. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and access to discretionary and third-party managed strategies.

Elizabeth Valenti is a Series 66-licensed financial advisor with 19 years of industry experience. She is currently with OSAIC Wealth Inc and has previously worked at Royal Alliance Associates, Signator Investors, and Michigan Financial Companies/John Hancock. Valenti serves as a board member of the Financial Planning Association of San Antonio & South Texas. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization with a range of managed and third-party investment programs.

Bruce Stroup is a financial advisor with OSAIC in San Antonio, TX, holding a Series 63 designation and 35 years of industry experience. Prior to joining OSAIC in 2018, he worked at firms including Jhfn Sii, Invest Financial Corporation, Woodbury Financial Services, and Principal Financial Services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and various managed account programs.

Brent Mccrary is a Certified Financial Planner® with 18 years of industry experience. He is currently with OSAIC Wealth, Inc., having joined in 2023, and previously worked at Royal Alliance Associates, INC., Jhfn Sii, and Eagle Strategies (NY Life). He is involved in Platinum Wealth Solutions of Texas LLC, where he provides sales and marketing of securities, investment advisory, and insurance products. 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 employs a model-based investment process with tools for asset allocation, portfolio optimization, and rebalancing, and supports a wide array of program options managed by both advisors and third-party managers.

Michael Gleason is a financial advisor with OSAIC in San Antonio, TX, holding the ChFC® designation and Series 63 license, and has 37 years of industry experience. He has worked at several firms, including Royal Alliance Associates, INC., The Milestone Group, Inc., and Weaver Wealth Management. He is also involved in the sales and marketing of fixed annuities and securities through Platinum Wealth Solutions of Texas, LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across multiple programs. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and a range of managed account strategies supported by advanced analytical tools.

Frank Arnold is a financial advisor at OSAIC based in San Antonio, TX, holding the PFS™ designation along with Series 63 and 65 licenses. He has 29 years of industry experience with prior roles at Royal Alliance Associates, Signator Inv Inc, and Weaver Wealth Management. Outside of his advisory duties, he assists with client contact and financial planning support at Platinum Wealth Solutions. OSAIC serves a diverse range of clients including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with options for discretionary management, third-party managers, and proprietary models, supported by a complex affiliate network and multiple custodial arrangements.

Carlos Camarillo is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates, INC. since 2018. Outside of his advisory role, he serves as a parliamentarian for the Clark Athletic Booster Club, providing guidance on procedural rules and bylaws. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through multiple programs that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and third-party manager selections.

Nicholas Valenti is a financial advisor with Osaic in San Antonio, TX, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He worked at Signator Investors Inc for nine years before joining Osaic in 2018. Valenti is also involved with Platinum Wealth Solutions of Texas, LLC, where he engages in sales and marketing of securities, investment advisory, and insurance products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services across various programs, including comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies, and is notable for its scale, recent consolidation, and complex affiliate network.

Thomas Valenti is a financial advisor with Osaic in San Antonio, TX, holding Series 63 and Series 65 credentials and 13 years of industry experience. He worked at JHFN SII for five years before joining Osaic in 2018. Valenti is also involved with Platinum Wealth Solutions of Texas, LLC, where he serves as an Investment Advisor Representative and agent, advising clients on investment strategies and life insurance, as well as marketing fixed annuities and non-variable insurance products. Osaic Wealth serves a diverse client base—including individual 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 discretionary and third-party manager strategies, and is notable for its scale, complex affiliate structure, and recent consolidation activity.

Clayton Miller is a financial advisor with OSAIC based in San Antonio, TX. He holds the Series 66 designation and has 16 years of industry experience. His career includes roles at Royal Alliance Associates, Jhfn Sii, and Waddell & Reed, Inc. Outside of his advisory work, he has performed with The Bob Bass Band since 2007. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and the use of discretionary strategies and third-party managers.

Jon Taylor III is a financial advisor with OSAIC based in San Antonio, TX, holding a Series 66 designation with six years of industry experience. He has worked at Platinum Wealth Solutions since 2020 and previously was employed at the University of the Incarnate Word and Reata Real Estate Services. His activities include the sales and marketing of fixed annuities and non-variable insurance products through Platinum Wealth Solutions. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, utilizing various managed account programs and third-party platforms.