Southlake, TX Office

Mark Morgan is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His previous roles include positions at Wells Fargo Advisors, Triad Advisors, and Triad Hybrid Solutions. He is also president of Morgan Capital Solutions, an investment advisory firm. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a mix of proprietary guidance and third-party platforms.

Neal Shields is a financial advisor with Osaic Advisory Services, LLC and holds the Series 66 designation. He has 12 years of industry experience, including roles at Wells Fargo Advisors and Triad Advisors. Neal also serves as a director and financial advisor at Morgan Capital Solutions, LLC. Osaic Advisory Services is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and partnerships with third-party platforms and managers.