Meet The Interlinc Team

Steve, Co-Founder and President of Interlinc Financial, is driven by his passion to safeguard clients' wealth and lifestyles, and he adopts an educational approach to empower clients with the knowledge needed for informed decisions about their futures. Steve's strategic thinking skills were honed during his tenure as a Navy Tactical Strategist, specializing in Warfare and Search and Rescue operations throughout the Cold War, Desert Shield, and Desert Storm eras.

Furthermore, he has successfully completed the rigorous CFP^® Education Program and consistently pursues 40 continuing education hours per year. Steve is a proud graduate of San Diego State University, with a degree in Finance and extensive background in Molecular Biology. Steve is a Series 65 Securities Licensed Fiduciary, holds a life Insurance License, is an esteemed member of the Financial Planning Association, and is a member of the National Institute of Certified College Planners.

Gayle Meeks, Co-Founder and Vice President of Interlinc Financial, possesses nearly two decades of experience. With commitment to ongoing professional development, she consistently acquires 40 annual continuing educations hours, ensuring her knowledge remains at the forefront of the industry.

Gayle's main focus is to mitigate clients' financial concerns and cultivate their confidence through comprehensive financial analysis. She holds the esteemed titles of Registered Financial Consultant (RFC), Series 6/63 Securities License holder, along with being a Certified Professional in 403b/457 retirement plans. Gayle is a proud member of the National Institute of Certified College Planners, member of the Financial Planning Association & member of the national Inspiring Women group. Additionally, she holds a life insurance license, further enhancing her expertise in financial strategies and risk management.

Misti brings a wealth of expertise and passion to our team. She holds a Texas Department of Insurance License, a Series 65 Licensed Fiduciary, and entered the industry as an advisor in 2021. As a proud graduate of the University of North Texas with a degree in Financial Planning, Misti specialized in Risk, Insurance, and Financial Services. Her dedication to treating clients like family ensures exceptional care and service.

Originally from New Orleans, LA, where her father served in the Marine Corps, Misti has a rich background and a zest for life. She enjoys playing volleyball, is a devoted movie enthusiast, and loves traveling to experience new cultures. One of her favorite adventures was exploring Ireland, and she frequently visits the Big Island in Hawaii to spend time with family. Misti is also a proud big sister to four younger siblings—three brothers and one sister.

Lori Villarreal serves as an Advisor & Business Development Representative at Interlinc Financial, where she blends strong client communication with dependable operational leadership. She meets directly with clients, helps gather and organize key planning information, coordinates next steps, and keeps the office running smoothly so every client experience feels clear, timely, and well-managed.

Lori holds a Texas Life Insurance License and is known for her warm, confident communication style, sharp attention to detail, and consistent follow-through. Her ability to build trust quickly, anticipate needs, and move priorities forward makes her a driving force behind both client satisfaction and team efficiency.

With more than two decades of experience in client support, Toni brings a polished, mindfulness-based approach to her role. Known for her calm presence and exceptional organizational skills, she ensures each client interaction is handled with care, efficiency, and attention to detail. Toni excels at creating smooth, welcoming experiences and is a key support to both clients and the Interlinc team.

Originally from California, Toni grew up valuing connection, service, and community—principles that continue to shape her professional approach. Her ability to remain solutions-oriented in fast-paced environments allows her to anticipate needs, strengthen relationships, and help maintain a well-coordinated, supportive office.

Outside of work, Toni loves spending time with her husband and two sons. Whether traveling, hiking, or enjoying new adventures together, she cherishes being with her family. Compassionate, grounded, and dedicated to growth, Toni is committed to providing exceptional service at every step.

Cam Morgeson is a values-driven financial professional with a strong foundation in client service and relationship management. He holds his Securities, Texas Life Insurance and SIE License, and brings experience from both banking and wealth management since 2018. Cam is known for building trust quickly, communicating clearly, and providing consistent care to individuals and families seeking financial guidance.

He also has experience supporting the planning process as a paraplanner, assisting with gathering financial data, organizing case details, and helping ensure recommendations are thorough and well-prepared for advisor meetings.

Originally from Coppell, Texas, Cam developed leadership early as the oldest of four siblings and pairs that with personal discipline shaped through martial arts, including a black belt in jiu-jitsu and a wrestling background.

Cam’s approachable style, integrity, and follow-through make him a strong fit for client-focused work and a valuable addition to any team.

Brandon Hager, a highly regarded Senior Medicare Analyst and Advisor at Interlinc Financial, was carefully selected for his extensive expertise in Medicare research and education.

He places a strong emphasis on client education, empowering individuals to make informed choices that are tailored to their current circumstances and ensure a secure future, safeguarded against the financial burdens of rising medical costs. Brandon's military background as a Marine Veteran instilled in him a deep understanding of strategic thinking in order to protect his clients.

Michele serves as a Coordinator where she plays a key role in supporting internal operations and working closely with marketing. She helps ensure processes run smoothly by maintaining systems, assisting with troubleshooting, and keeping the team experiences efficient and well-organized.

She began working at a young age, developing a strong work ethic and sense of responsibility early on. With a Bachelor of Science in Information Technology and a background in customer service, Michele brings strong communication skills, attention to detail, and adaptability to her role. Her proactive mindset and commitment to continuous improvement make her a valuable contributor to both team success and overall operations.

Dean is the Founder and CEO of Brookstone Capital Management, LLC (BCM), ranked as one of the Top 50 Fastest-Growing RIAs in the country by Financial Advisor magazine in 2013. He received his Bachelor of Arts Degree in Economics from Northwestern University, where he completed the Business Institutions Program, the Undergraduate Leadership Program, and was a member of Omicron Delta Epsilon Economics Honor Society. Dean received his Juris Doctor degree from Northwestern University School of Law and a Master’s degree in Taxation from Chicago-Kent College of Law and is a CERTIFIED FINANCIAL PLANNER™ (CFP^®).

Mark DiOrio joined Brookstone as the Chief Investment Officer in 2015. In his role, he leads the firm’s investment committee and drives the firm’s investment policy, framework, and portfolio construction methodology.  He oversees the portfolio strategy group that provides recommendations on strategic and tactical portfolio design.  Mark directs research on external managers and develops internal strategies.  He produces and presents content for advisor training, a weekly Market Watch update, and the firm’s quarterly market reports. 

Prior to joining Brookstone, he was responsible for launching and managing a boutique investment subsidiary of a publicly traded regional bank holding company. While there, Mark ran a global tactical asset allocation strategy and accumulated an 8 year GIPS^® compliant track record. Mark has nearly 20 years of investment industry experience, including 10 years of multi-asset class portfolio management. He has been featured in Investor’s Business Daily and quoted in the Wall Street Journal. Mark received his MBA from Benedictine University, his BA from Eastern Illinois University and is a Chartered Financial Analyst (CFA). Mark is a member of the CFA Institute and CFA Society of Chicago.