InvestmentNews

Andy Barnes helps military families find financial security through personal connections. Inspired by his father’s service, Andy provides veterans and their spouses with dedicated planning to navigate life’s transitions with confidence and peace of mind.

Tom Langseth views financial advice as a calling to help clients find meaning. By embracing the "Three G’s"—Grow, Give, and Go—Tom empowers people to use their wisdom and experience to navigate retirement and live the life they truly imagine.

Justin Simmers builds deep client relationships that extend far beyond financial advice. After losing a cherished client, Justin was asked to serve as a pallbearer at her funeral—a powerful testament to the lifelong trust and personal connection he fosters with every family.

Every day, advisors create meaningful moments that go far beyond financial advice—deepening relationships and making a lasting difference for clients, families, and communities. These interactions strengthen Osaic's accountability, drive a sense of urgency, and reinforce our commitment to delivering leading wealth management solutions that enhance lives and legacies. Watch the inspiring videos and see these moments in action →

Former ICU nurse Patti Brennan transitioned to wealth management by leading with empathy. Her success illustrates why being present for clients during critical life events is the ultimate differentiator. Osaic provides the scale and resources independent advisors need to prioritize these deep, life-changing relationships.

The industry’s most influential leaders are defining the future of wealth — and they’re telling InvestmentNews exactly what they expect from their partners.