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Osaic Institutions
In PWD coverage since September 17, 2026 · 1 story
-5Talent net · 12 months5 in · 10 out
Talent flow · 12 monthsOn the wire →
Net -5 · 5 arrivals · 10 departures
Arrivals
Sayee Bellamkonda
Aug 27 · from Vialto Partners
Shannon Reid
Aug 27
Chad Sarsfield
Aug 20 · from Ameriprise Financial Services
Matt Cuplin
Jul 31 · from Commonwealth Financial
Brandon Masbruch
Jul 31 · from Commonwealth Financial
Departures
Tina Decker
Sep 11 · to BridgePort Financial Solutions
Ed Obuchowski
Aug 27 · destination pending
Greg Cornick
Aug 27 · destination pending
Kristy Britt
Aug 27 · destination pending
Kristen Kimmell
Aug 27 · to RBC Wealth Management
Dimple Shah
Aug 27 · to Humanity Labs
PWD coverage
move
Osaic's rebuild starts with the advisors it still has
More than a thousand registered reps left in the year consolidation ended, and the terms a sitting Osaic advisor can still negotiate are the part of the story that pays.