Osaic Unveils 2026 Osaic Foundation Board

Foundation names 2026 leadership to advance philanthropic mission

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced the appointment of its 2026 board of the Osaic Foundation, its 501(c)(3) award-winning private charitable foundation that supports the local community service efforts of Osaic financial professionals, their staff and employees who volunteer their time and expertise.

This past year more than $500,000 in grants were distributed to more than 300 nonprofits in 37 states. They supported financial literacy efforts, cultural activities, civic and service groups, and health and human services agencies.

The 2026 board will expand these efforts to include more joint team volunteer work, strengthening Osaic’s mission of enhancing lives and legacies while building relationships and teamwork.

The 2026 Osaic Foundation board includes:

• President and Chair: Stacy O’Keeffe, Senior Vice President of Advisor Engagement, Community & Experience at Osaic
• Vice President: John DiMonda, Senior Vice President, Co-Head of the Osaic Independent Channel
• Treasurer: Anna Bodine, Senior Treasury Manager at Osaic
• Secretary: Darlene Carey, Director, Contingent Workforce Program at Osaic
• Executive Vice President: Allison Cooper, Senior Vice President, Event Experiences at Osaic
• Executive Vice President: Mary Gordon, Vice President, Partner Relations at Osaic
• Executive Vice President & Audit-Metric Committee Chair: Jenny My Le, Senior Vice President, Corporate Strategy at Osaic
• Executive Vice President & Co-Chair Disaster Response Committee: Carolyn McKinley, Senior HR Business Partner at Osaic
• Executive Vice President: Zach Parker, Senior Vice President, Head of Annuity Sales & Distribution at Highland Capital
• Executive Vice President: Brent Pryor, Vice President, Investment Advisory Consulting, Wealth Management Sales at Osaic

“Each year, our advisors and employees make a meaningful difference in their communities,” said Stacy O’Keeffe, president and chair of the Osaic Foundation. “I’m honored to help lead the foundation as we expand our impact and support the causes that matter most to our community.”

Founded in 2023, the Osaic Foundation now includes 10 program committees that plan group volunteer events with nonprofits including Honor Flight for veterans, Virtual Enterprises International student business competitions, World T.E.A.M cycling events, Feeding America and Back2School America. Its Life Pathways program in Ferguson, Mo., matches advisors to serve as mentors with Black young adult creative entrepreneurs.

“At Osaic, our culture extends beyond supporting advisors’ businesses,” said Jamie Price, Chief Executive Officer of Osaic. “The Osaic Foundation brings our advisors and employees together around a shared purpose: creating meaningful impact in the communities they serve.”

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

About the Osaic Foundation

The Osaic Foundation is a separate legal entity from Osaic, Inc. ("Osaic") and is registered in Arizona as a 501(c)(3) private foundation. It is funded solely by Osaic and does not accept any external or individual donations. Its mission is to empower lives through experiential events that build thriving communities, education support that enriches financial literacy, and workforce development that increases diverse representation. It prioritizes hands-on, grant-supported volunteerism in communities where Osaic's employees and affiliated financial professionals live and work. Learn more: osaic.com/osaic-foundation.

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.