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Matthew P

Series 66

New Braunfels, TX

OSAIC

Matthew Parker is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corp and in business roles at 24 Hour Fitness and Winston Water Cooler. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using various asset-allocation tools and portfolio management strategies.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Dianna P

CFP®, Series 63

New Braunfels, TX

OSAIC

Dianna Parker is a CFP® with 35 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. She previously spent 27 years with Lincoln Financial Advisors Corporation. In addition to her advisory work, she owns a consulting firm that provides services to the financial services industry on building and maintaining fee-based financial planning practices. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of asset allocation tools and investment options to construct portfolios tailored to client risk tolerance and preferences.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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