Round Rock, TX South Harris Street Office

Andrew Motes is a financial advisor at Osaic Wealth, Inc. based in Round Rock, TX, with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Lincoln Financial Securities, Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he offers home and auto insurance as an agent through a separate insurance business. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of advisory services through a large network of affiliated advisers, employing tools such as asset-allocation models and automated rebalancing to manage portfolios that may include various securities on both discretionary and non-discretionary bases.

David Boren is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. He previously worked at Lincoln Financial Securities Corporation for nine years. Outside of his advisory role, Boren serves as a deacon in the Diocese of Austin and is secretary of the Round Rock Police Foundation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations. The firm offers integrated advisory and brokerage services with a variety of investment platforms and portfolio management tools.

Bruce Bessner is a CFP® professional with 38 years of experience in the financial services industry. He currently works at OSAIC and previously spent nine years at Lincoln Financial Securities Corporation. Outside of his advisory role, he serves on the finance council advisory board for St. John Vianney Church, is a board member and treasurer of the Central Texas Community Foundation, and participates on the board of Rock, a nonprofit focused on equine-assisted therapy. OSAIC serves a diverse range of retail and institutional clients through a wide network of advisers and offers integrated brokerage, advisory services, financial planning, and access to multiple investment platforms and third-party managers.

Christopher Cybulski is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with OSAIC and previously worked at Lincoln Financial Securities and Edward Jones. Cybulski is also involved in insurance-related activities, offering disability, health, life insurance, and annuity products through his other business ventures. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations by providing integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include various asset classes, supporting both discretionary and non-discretionary account management.