Sugar Land, TX Bonaventure Way Office

Stephen Ip is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years and has maintained a self-employed practice since 1996. Outside of advisory work, he is involved in offering life, long-term care, and disability insurance products through Fort Bend Financial. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm utilizes multiple advisory platforms and asset-allocation tools to construct portfolios across a broad range of securities and offers both discretionary and non-discretionary account management options.

Stephanie Eng is a financial advisor at Osaic with 10 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Securities Corporation for 10 years before joining Osaic in 2025. She also serves as a notary public. Osaic Wealth, Inc. serves a diverse client base that includes individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of brokerage, investment advisory, and financial planning services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Bridget Yeung is a financial advisor with OSAIC in Sugar Land, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She worked at Lincoln Financial Securities Corporation for 17 years prior to joining OSAIC. Yeung participates in community and nonprofit activities, serving on boards such as the Sugar Land Heritage Foundation and the Sugar Land Cultural Arts Foundation, and is involved with the Arc of Fort Bend County Foundation. OSAIC Wealth, Inc. provides services to a diverse client base, including individual and institutional investors, through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizes asset-allocation tools and risk assessment methods, and supports both discretionary and non-discretionary account management with access to various investment options and third-party money managers.