San Antonio, TX Tesoro Dr. Office

Amanda Duran is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. She is currently with Osaic Wealth in San Antonio, TX, having previously worked at LPL Financial LLC, River City FCU, CUSO Financial Services, and several other firms. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of advisory and brokerage services through a multi-advisor platform that incorporates model-based asset allocation and portfolio optimization.

Christopher Clark is a financial advisor at OSAIC with 16 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Securities America Advisors and Symmetry Financial Solutions. Clark is based in San Antonio, TX. OSAIC 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, providing a range of managed account programs and third-party investment options.

Richard Sharp is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has previously worked at Securities America Advisors and Securian Financial Services, and has owned Symmetry Financial Solutions, a business involved in investment advisory and insurance services, since 2020. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering both brokerage and advisory services across various financial programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by multiple management strategies, with a notable scale and complex affiliate network.

David Gay is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with OSAIC and previously worked at Securities America Advisors and Minnesota Life Insurance Company. Outside of advising, he is active in the San Antonio community as a board member of the Midtown Business Association, a volunteer with Alamo Kiwanis, and holds leadership roles with local nonprofit and sporting clubs. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and a range of managed account options.

David Bavero is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has held prior positions at Securities America Advisors, Securian Financial Services, and Valic Financial Advisors. Outside of financial services, he owns and operates a business that breeds and trains British Labradors and serves as vice president of the Alamo Retriever Club. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a broad range of brokerage and advisory services, utilizing a model-based asset allocation process supported by tools such as risk tolerance questionnaires and portfolio optimization.

Douglas Mitchell is a financial advisor with OSAIC in San Antonio, TX, holding Series 63 and Series 66 registrations and 15 years of industry experience. His prior experience includes roles at Securities America Advisors, LPL Financial, CUNA Mutual Group, and Swbc Investment Services. He serves as a board member for Heroes Resource Center, a nonprofit that provides resources to veterans, service members, and their families. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, and is notable for its scale, consolidation activity, and complex affiliate network.

Richard Planto is a financial advisor at OSAIC in San Antonio, TX, holding the ChFC® and Series 63 designations with 40 years of industry experience. His prior work includes roles at Securities America Advisors and Securian Financial Services, among others. He is active in community fundraising and nonprofit boards, including the Alamo Heights Rotary Club, Jewish Federation of San Antonio, and Mission Heritage Partners. OSAIC Wealth serves a diverse client base of retail and institutional investors through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and a range of managed portfolio options supported by model-based asset allocation and portfolio optimization tools.