Spring, TX Office

Teresa O'Connor is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Royal Alliance Associates, Inc. and VOYA Financial Advisors. O'Connor is the owner and senior advisor of Altus Consulting Group and serves as president and CEO of AltusCG Holdings, Inc., managing administrative and consulting functions. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage and advisory services with a broad range of investment options and third-party managed-account solutions. The firm operates through multiple platforms and employs various tools to construct portfolios tailored to client risk tolerance and investment restrictions.

Madison Konermann is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has held various roles at firms including Securities America and Riverbend Financial Group. In addition to her advisory work, she is the Director of Business Development at Altus Consulting Group, a sole proprietorship focused on business growth and client relationships. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment platforms and employs tools such as asset-allocation models and automated rebalancing to construct portfolios tailored to client needs.