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Osaic-LPL pattern lists 10 people; 13 potential adviser groups

An Osaic Wealth–LPL Financial candidate-affiliation pattern involving 10 people was observed October 1, 2026. The complete cohort contains 13 potential adviser groups; the pattern does not verify a coordinated team transfer.

By Maya Chen·Edition ·1 min read

A potential affiliation pattern involving Osaic Wealth, Inc. and LPL Financial LLC listed 10 observed people, including Ryan P. Russo, Mark W. Giordano and William J. Stroyne. The pattern was observed October 1, 2026; its origin and destination labels are candidate affiliations, not evidence of a coordinated transfer or recruiting win.

The complete set contains 13 potential adviser groups, all observed October 1, 2026. That is an observation date, not the date each person’s registration changed. Some other listed patterns identify an origin firm only by CRD number, without a firm name in the supplied details.

Potential adviser groups

The appendix lists all 13 potential affiliation groups on 10/01/2026 within the 10/01/2026–10/01/2026 source window. These entries describe potential affiliation patterns, not confirmed team transfers; names may be partial.

ObservedOrigin firm CRDDestination firm CRDObserved advisersSource-listed advisersClassification
10/01/202664133440413Greg Skinner; Kory Labarga; Jennifer GlackenPotential affiliation group; not a confirmed team transfer
10/01/2026461733020502Enrique F. Enriquez; Bradly A. StevensPotential affiliation group; not a confirmed team transfer
10/01/202623131641310Ryan P. Russo; Mark W. Giordano; William J. Stroyne; Susan H. Gallant; Timothy R. Grossman; Zachary J. Stroyne; Brian E. Sirota; Bradley C. Jerome; Benjamin C. McKinney; Shane HeddyPotential affiliation group; not a confirmed team transfer
10/01/202664131490186Christopher P. Mara; Judith A. Henry; Daniel P. McCarthy; Murad H. Royal; Brent M. Fisk; Gabriel M. GonzalezPotential affiliation group; not a confirmed team transfer
10/01/20262313164138William J. Stroyne; Susan H. Gallant; Timothy R. Grossman; Zachary J. Stroyne; Brian E. Sirota; Bradley C. Jerome; Benjamin C. McKinney; Shane HeddyPotential affiliation group; not a confirmed team transfer
10/01/2026793196162Rex A. Stanczak; Robert C. HenryPotential affiliation group; not a confirmed team transfer
10/01/20261457243352423Christine L. Garcia; Rachel Gustafson; Travis J. WesleyPotential affiliation group; not a confirmed team transfer
10/01/202680321490183Daniel M. Wyson; Jason R. Wright; Jared WysonPotential affiliation group; not a confirmed team transfer
10/01/2026149777196163Michael J. Lupia; Heidi Q. Beattie; Ronald M. ValinottiPotential affiliation group; not a confirmed team transfer
10/01/20267964132Robert S. Jamison; Joshua R. SaloPotential affiliation group; not a confirmed team transfer
10/01/202610564464137Megan D. Dietz; George A. Reyes; Jeffrey Morgan; Lori A. Goodwin; Robert J. Stern; Ryan M. Hasey; Timothy J. KeanePotential affiliation group; not a confirmed team transfer
10/01/202625064132Scott R. Brown; Robert S. GiordanoPotential affiliation group; not a confirmed team transfer
10/01/202625064134Christopher D. Smith; Jeffrey W. Otway; Scott R. Brown; Robert S. GiordanoPotential affiliation group; not a confirmed team transfer

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