Osaic Executive and Leadership Team

Eric Westberg, the Chief Executive Officer at Osaic, directs the overarching strategic vision and operational growth of the firm. Westberg architects the long-term expansion of the wealth management platform, ensuring that affiliated broker-dealers and registered investment advisers receive the necessary resources to scale effectively. By overseeing the integration of various acquired entities, the Chief Executive Officer maintains a cohesive service model that supports independent financial professionals nationwide. This leadership role involves constant collaboration with the Board and private equity partners to optimize capital allocation and market positioning. Eric Westberg directly influences the firm's ability to provide sophisticated investment management and financial planning tools. Through a focus on operational excellence and technological advancement, the Chief Executive Officer secures the firm's status as a premier destination for advisors seeking comprehensive infrastructure. Ultimately, Westberg drives the organizational culture and commitment to delivering impactful wealth management outcomes for clients across generations.

Anthony Petsis, the Founder & President, Anthony Petsis & Associates Financial, Retirement & Estate Planner at Osaic, directs specialized wealth management and estate planning services for a diverse client base. Petsis architects tailored financial strategies that integrate complex retirement planning with comprehensive investment management. By leveraging the firm's extensive infrastructure and trust services, the Founder & President ensures that clients receive holistic guidance suited to long-term wealth preservation. This leadership role involves managing high-net-worth relationships and providing expert oversight on estate planning matters within the broader Osaic network. Anthony Petsis directly impacts client outcomes by applying deep industry expertise to navigate intricate financial landscapes. Through the application of advanced planning techniques, the Founder & President supports the firm's mission to deliver meaningful, multi-generational wealth solutions. Ultimately, Petsis maintains a focus on client-centric advisory excellence, ensuring that every financial plan aligns with the specific goals and risk profiles of the individuals served.

Gregory Cornick, the President, Advice & Wealth Management at Osaic, directs the strategic development and execution of the firm's core advisory programs. Cornick architects the framework for financial planning and investment management services, ensuring that all affiliated professionals possess the tools required for high-quality client engagement. By overseeing the integration of technology and advisory resources, the President, Advice & Wealth Management drives efficiency and service quality across the national platform. This leadership role involves constant collaboration with internal teams to refine the firm's wealth management offerings and support structures. Gregory Cornick directly impacts the firm's ability to provide scalable, compliant, and effective financial solutions to a broad community of independent advisors. Through a focus on innovation in advisory services, the President, Advice & Wealth Management ensures that the firm remains at the forefront of the industry. Ultimately, Cornick secures the firm's reputation for excellence by fostering a culture of continuous improvement in wealth management delivery.

Shannon Reid, the President at Osaic, directs the operational success and strategic growth of specific business units within the firm's portfolio. Reid architects internal processes that enhance the support provided to independent financial professionals, focusing on streamlining brokerage and advisory operations. By overseeing the implementation of firm-wide initiatives, the President ensures that all operational infrastructure remains robust and responsive to market demands. This leadership role involves managing cross-departmental workflows to improve service delivery and compliance standards. Shannon Reid directly impacts the firm's operational efficiency by optimizing the resources available to affiliated financial institutions and advisors. Through a commitment to operational excellence, the President supports the firm's broader mission of empowering professionals to build meaningful client relationships. Ultimately, Reid drives the execution of key business strategies, ensuring that the firm maintains its competitive edge in the wealth management sector while delivering consistent value to all stakeholders across the national network.

Phil Christianson, the President at Osaic, directs the strategic initiatives focused on the firm's institutional market segment. Christianson architects the support systems and resource platforms specifically designed for banks, credit unions, and other financial institutions operating investment programs. By overseeing the delivery of specialized tools and compliance support, the President ensures that institutional partners can effectively manage their investment offerings. This leadership role involves coordinating with internal teams to tailor the firm's service suite to the unique needs of the institutional market. Phil Christianson directly impacts the firm's growth by expanding the reach of Osaic Institutions and strengthening partnerships with financial entities. Through a focus on institutional-grade service and operational reliability, the President supports the firm's mission to provide comprehensive wealth management support. Ultimately, Christianson drives the success of the institutional platform, ensuring that all partners receive the infrastructure necessary to deliver impactful financial outcomes to their respective client bases.

Corey Brinkema, the President at Osaic, directs the strategic oversight of key affiliated entities and business lines within the firm's diverse portfolio. Brinkema architects the integration of specialized services, including insurance brokerage and trust services, into the broader wealth management platform. By overseeing the operational alignment of these entities, the President ensures that financial professionals have access to a comprehensive suite of resources. This leadership role involves managing the performance of specific business units and ensuring that all services meet the firm's high standards for quality and compliance. Corey Brinkema directly impacts the firm's ability to provide holistic financial solutions by coordinating the efforts of various specialized teams. Through a focus on operational synergy and service expansion, the President supports the firm's mission to empower independent advisors. Ultimately, Brinkema drives the growth of these specialized service areas, ensuring that the firm remains a versatile and essential partner for financial professionals nationwide.

Daniel Rodriguez, the Managing Director at Osaic, oversees critical business development initiatives and strategic partnerships across the national platform. Rodriguez drives the expansion of service offerings, ensuring that financial professionals gain access to advanced advisory programs and fixed income services. By managing high-level relationships with institutional stakeholders, the Managing Director facilitates the seamless delivery of compliance support and operational infrastructure. This role requires constant alignment with the firm's broader mission to empower independent advisors through superior technology and community resources. Daniel Rodriguez directly impacts the firm's market reach by identifying growth opportunities within the competitive wealth management landscape. Through the coordination of cross-functional teams, the Managing Director ensures that all service delivery remains consistent with the firm's high standards for client-centric financial planning. Ultimately, Rodriguez strengthens the firm's competitive advantage by fostering innovation in service delivery and maintaining robust operational frameworks for all affiliated financial institutions.