Osaic Hosts 2026 W Forum, Showcasing Women’s Leadership in Wealth Management

Signature Women-Forward conference brings together more than 600 advisors around growth, innovation and connection

SCOTTSDALE, Ariz.–(BUSINESS WIRE)–#EmpoweredIndependence—Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced details of its 2026 W Forum, the firm’s annual conference dedicated to supporting, connecting and advancing women financial professionals across its network. Now in its 19th year, the sold-out two-day event, a cornerstone of Osaic’s Women Forward initiative, convenes more than 600 advisors, leaders and partners around the theme Amplify.

This year’s program centers on four tracks: Amplify Growth, Amplify Connection, Amplify Innovation and Amplify Strength. Together, they reflect Osaic’s focus on helping women build stronger businesses, deepen client relationships, embrace change and lead with purpose. Through keynotes, workshops and peer-driven discussions, attendees will gain practical insights and actionable strategies that support both professional performance and long-term sustainability.

“W Forum brings to life our dedication to empowering women advisors and amplifying their success via innovative and educational programs,” said Kristen Kimmell, Executive Vice President of Business Development at Osaic. “The Amplify theme – pulled directly from our Women Forward vision statement – reflects what we see every day—women advisors who are building momentum, expanding their influence and shaping the future of advice.”

This year’s event strikes a balance between professional and personal well-being. Dr. Manna Semby, a champion of women’s resilience, will offer practical guidance that supports health and longevity – because success without wellbeing is not sustainable. Patti Brennan, one of Osaic’s top advisors, and her sister, Olympic medalist Mary Ellen Clark, will participate in a moderated conversation on sisterhood, resilience and purpose. Additional sessions explore productivity, wellness and managing anxiety in an AI-driven world.

The program also spotlights Osaic’s 2026 Women Forward Visionaries, an annual initiative that elevates standout women advisors from across the network. Selected through a competitive application process, four advisors each deliver a TED Talk-style presentation developed in partnership with a professional coach. The 2026 Visionaries are Cassie Adesina, CFP®, of The Next Level Planning Group; Amanda Miller of Taurus Wealth Management; Amy Weinberger of Green Earth Financial Professionals LLC; and Mindy Zatta of IronBridge Wealth Counsel.

Osaic leaders will take the stage throughout the event. Kimmell and Executive Vice President of Advisor Engagement, Erinn Ford, will deliver opening remarks. Jamie Price, CEO, will introduce newly appointed President and Head of Advisor Growth and Engagement, Shannon Reid, who will provide an update on Osaic and host an open Q&A forum. Chief Market Strategist Phil Blancato and Jaime Desmond, COO of Ladenburg Thalmann Asset Management, will present a market update.

Beyond the main stage, W Forum 2026 features breakout sessions, peer-to-peer learning through the Braindate platform, a community impact initiative with Strings for Hope, and curated wellness and lifestyle experiences, followed by a closing-night celebration.

W Forum is open to women Osaic advisors and a select group of participants from across the firm’s ecosystem. The event welcomes approximately 600 attendees, including advisors, home office leaders and strategic partners.

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 create leading wealth management solutions that enhance lives and legacies. Visit www.osaic.com to learn more.

About Reverence Capital Partners:

Reverence Capital Partners is a private investment firm focused on three complementary strategies: (i) Financial Services-Focused Private Equity, (ii) Structured Credit, and (iii) Real Estate Solutions. Today, Reverence manages in excess of $14 billion in AUM. Reverence focuses on thematic investing in leading global Financial Services businesses. The firm was founded in 2013 by Milton Berlinski, Peter Aberg and Alex Chulack, after distinguished careers advising and investing in a broad array of Financial Services businesses. The Partners bring, on average, over 38 years of advisory and investing experience across a wide range of Financial Services sectors.

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.

Contacts

MEDIA CONTACT:
[email protected]

Tommy Warburton
347-400-3483
[email protected]

Rob Farmer
415-377-3293
[email protected]