Tomball, TX Park Drive Office

Daniel Ayala Jr. is a financial advisor with OSAIC based in Tomball, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Royal Alliance and SF CICADA LLC since 2015. Outside of advisory work, he serves as a registered assistant and supervision delegate for SF CICADA LLC, assisting with regulatory oversight. OSAIC serves a diverse client base that includes retail and institutional investors, offering brokerage and advisory services through various programs such as 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 advanced risk assessment and rebalancing tools.

Tyler Porter is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Noble Energy, Inc., where he worked for eleven years. Outside of his advisory role, he is involved with Petra Benefits Financial Services, offering asset management and insurance services through a separate business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm provides a range of brokerage and advisory services with a model-based investment approach and supports various portfolio management strategies through an extensive multi-advisor platform.

Stephen Foster is a financial advisor with OSAIC in Tomball, TX, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at OSAIC since 2009, following roles at Woodbury Financial Services and PRUCO Securities. Foster is also the managing member of SF Cicada, LLC, and involved in life, health, and disability insurance sales through Petra Benefits Financial Services. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services across various programs including financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

Matthew Zettel is a Series 66-credentialed financial advisor with six years of industry experience. He currently works at Osaic and has prior experience with Royal Alliance Associates, Inc. and Texas A&M University. Outside of his advisory role, he is involved with SF Cicada LLC and provides life, health, and disability insurance sales through Petra Benefits Financial Services. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services supported by a model-based investment process emphasizing asset allocation and portfolio optimization.