Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Tom Metzger will join the firm as Head of Empowered Independence. With two decades of wealth management leadership experience spanning advisor recruiting, national growth and business performance, Metzger will lead the strategy and continued expansion of Osaic’s Empowered Independence channel.

Metzger joins Osaic from Citizens Financial Group, where he served as Head of Private Wealth and helped build a national wealth management platform with approximately $30 billion in client assets, 18 advisory teams and more than 200 professionals. Previously, he held leadership positions at First Republic Bank, Wells Fargo and J.P. Morgan Chase, developing extensive experience in advisor recruiting, team integration and business growth.

“Tom has a proven track record of building successful wealth management organizations and creating environments where financial professionals can thrive,” said Shannon Reid, president and head of Advisor Growth & Engagement at Osaic. “Empowered Independence represents an important area of growth for Osaic, and Tom brings the strategic perspective and leadership needed to build on the channel’s momentum while expanding the opportunities and support available to advisors.”

In his new role, Metzger will oversee the strategy, growth and performance of Osaic’s Empowered Independence channel, focusing on attracting high-performing financial professionals, supporting advisor transitions and strengthening the channel’s differentiated value proposition and advisor experience.

“Osaic’s commitment to providing financial professionals with flexibility, choice and the resources to grow creates a tremendous opportunity for Empowered Independence,” said Metzger. “I’m excited to work alongside the team to build on the channel’s strong foundation, deepen relationships with advisors and deliver an experience that supports their long-term success.”

Based in San Francisco, Metzger succeeds Cindy Hamel in leading Empowered Independence, with a planned transition of responsibilities designed to maintain continuity for financial professionals and their teams. Metzger’s appointment reflects Osaic’s continued investment in its affiliation models and the leadership and resources that provide financial professionals with greater choice and flexibility at every stage of their business’ life.

Hamel will move into the role of Head of Business Operations & Execution, where she will focus on translating Osaic’s strategy into an actionable operating plan, driving greater alignment across advisor-facing teams and ensuring consistent execution of the firm’s strategic priorities. Hamel previously played a central role in several of Osaic’s key initiatives, including M&A, Journey to One and most recently the development of Empowered Independence.

To learn more about Osaic, please visit Osaic.com.

About Osaic

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting over 10,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to create leading wealth management solutions that enhance lives and legacies. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and CW Advisors, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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