$453 Million Pilot Rock Financial Advisors Joins Osaic from Ameriprise

Oregon-based advisory team joins Osaic to leverage its technology platform and serve clients with tailored financial advice.

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced today that Pilot Rock Financial Advisors (“Pilot Rock”) has joined its growing network of independent advisors. Managing $453 million in client assets, the Medford, OR-based team moves to Osaic from Ameriprise Financial.

Pilot Rock is an eight-person advisory team serving individuals, families and business owners throughout the nation. The team takes a values-based approach to financial, wealth and retirement planning. With a mission to help clients achieve financial independence, the firm simplifies complex topics and delivers comprehensive solutions. Pilot Rock’s decision to join Osaic is rooted in its fiduciary, client-first philosophy. The team will use Osaic’s open-architecture technology platform to streamline operations and deliver higher-level, tailored client service.

“At Pilot Rock, our top priority is always the client,” said Nathan Salhus, financial advisor at Pilot Rock. “Affiliating with Osaic allows us to deepen that commitment by leveraging their industry leading technology and advisor support to provide high-touch client service and innovative solutions.”

Recognized on Forbes’ Best-in-State Wealth Management Teams for two consecutive years, Pilot Rock has earned a reputation for authentic, trusting client relationships. The firm listens closely to clients’ concerns and goals to design customized wealth management solutions. Salhus is joined at Pilot Rock by advisors Mark Degner, Richard Wilson II, Brian Griffith, Nicolas Nachbur, Ryan Westfall, Robert Cavens and Ryan Wilson.

“Our platform is designed to empower advisors with the support, resources and tools they need to make a real difference in their clients lives,” said Kristen Kimmell, executive vice president of business solutions at Osaic. “Pilot Rock’s client-centric approach and dedication aligns perfectly with Osaic’s values, and we are proud to support their continued growth.”

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 approximately 11,000 financial professionals. Osaic’s mission is 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.