Ryan Grossman Joins Osaic-Affiliated StoneBridge Advisors

Advisor joins from VALIC Financial Advisors, bringing client-focused planning expertise and deep investment experience

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, announced today that its affiliate, StoneBridge Advisors, Inc., has recruited Ryan Grossman, ChFC®, as a financial planner. Grossman joins from VALIC Financial Advisors, Inc., and will serve clients alongside his longtime practice manager, Susan Gallant, and client service coordinator, Michelle Kellner.

Grossman brings $210 million in assets under advisement to StoneBridge, along with a strong track record of delivering personalized financial and portfolio planning to individuals and households. StoneBridge, a Maryland-based firm founded by Michael W. Ward, CLU, ChFC, CFP®, in 2005, helps clients navigate complex financial decisions through customized retirement, estate and investment strategies. Led by managing partner Sarah L. Cicero, CFP®, Grossman’s addition enhances StoneBridge’s high-touch service model and positions the firm for continued growth across the Mid-Atlantic region.

“Ryan’s depth of experience and client-first mindset make him an ideal fit for our team,” said Steve Koziol, chief operations officer at StoneBridge. “We’re excited to welcome him and Susan to our team and look forward to their impact they will have on our firm as we grow.”

Grossman chose to affiliate with StoneBridge and Osaic because of their advisor-first culture and robust support ecosystem, including advanced technology tools, business development resources and a broad suite of investment solutions. Osaic’s platform was developed to streamline operations, reduce complexity and help advisors focus on deepening client relationships—reflecting the firm’s mission to make wealth management more transformational rather than transactional.

“StoneBridge offers an attractive culture while providing the resources we need to serve clients with greater impact,” said Grossman. “It was important for us to join a firm that truly invests in its advisors, from business development and education to marketing and succession planning. With Osaic, we’re also gaining access to leading investment platforms, alternative investments and market research that will give us the flexibility we need to grow and thrive.”

Grossman’s move follows a series of recent growth milestones at Osaic, which continues to attract top talent and advisory practices. In recent months, the firm welcomed wealth management firms NoxNumis, and Ever Wealth to its growing network of financial professionals, as well as appointed Saumya Bhavsar as chief legal officer and general counsel.

“We’re proud to support Ryan’s transition and long-term success through our advisor-centric platform,” said Kristen Kimmell, executive vice president of business development of Osaic. “Ryan’s decision to join StoneBridge and our network reflects the strength of our offering and the caliber of professionals we continue to attract.”

Learn more at 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 solutions, supporting approximately 11,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to build thriving businesses and fulfill their clients’ dreams. 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., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.