Matthew Parker is a financial advisor at OSAIC in New Braunfels, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Lincoln Financial Advisors Corp and positions outside finance at 24 Hour Fitness and Winston Water Cooler. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm uses a model-based investment process with portfolio optimization tools and offers discretionary strategies, third-party managers, and alternative investments.

Dianna Parker is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Osaic since 2025. She spent 27 years with Lincoln Financial Advisors Corporation prior to joining her current firm. Outside of advisory work, she owns a consulting business that provides services to the financial services industry focused on building and maintaining fee-based financial planning practices. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, Unified Managed Accounts, third-party money manager programs, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance questionnaires and efficient frontier analysis.