Mark Spalding is a financial advisor with Osaic Wealth, Inc. in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Osaic in 2022, he was with Sanford C. Bernstein & Co., LLC for four years and has held roles at Hahn & Hahn LLP and in his own firms. He serves as a board member of the Dallas Roundtable, a nonprofit business networking group. Osaic Wealth provides services to a diverse client base, including retail and institutional investors, through a large network of advisers and multiple advisory platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, offering access to a wide range of investment products and third-party solutions.

Darryl Meyerovitz is a financial advisor with OSAIC in Dallas, TX, holding Series 63 and Series 65 credentials and 48 years of industry experience. He has concurrently worked at Royal Advisory Services since 1995, OSAIC since 1989, and owns Meyerovitz Agency Inc dba Financial Planning Associates, where he markets and sells insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes firm-provided tools for portfolio construction and management across multiple platforms and third-party services.

Daniel Meyerovitz is a CFP® certificant with 24 years of experience, affiliated with OSAIC. He has been associated with Meyerovitz Agency Inc., Royal Advisory Services, and OSAIC since 2002. He serves as a non-active board member of Dallas Kosher, a nonprofit organization. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage, investment advisory services, and access to multiple advisory platforms, using firm-provided portfolio construction tools and supporting both discretionary and non-discretionary account management.