Five-advisor team selects Osaic for its culture, community and modern platform built to support long-term advisor growth

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced that True Wealth Advisors (“True Wealth”) has joined the firm from LPL Financial. The Englewood, Colorado–based independent wealth management firm oversees more than $705 million in client assets.

Led by Mason Samuels, CKA®, CRPC®, AIF®, the five-advisor group includes Alex Goldstein, Lloyd Sprague, Sam Grizzle and Ryan Nuu, supported by Sami Merrick, Jake Rolin and Ruth Leyerle. The firm specializes in helping clients build practical, goals-based wealth strategies and delivering retirement income and wealth-preservation planning for pre-retirees and retirees.

“We’re thrilled to welcome Mason and the True Wealth Advisors team to Osaic,” said Kristen Kimmell, executive vice president of business development at Osaic. “Their dedication to helping clients build and preserve wealth aligns perfectly with our advisor-centric culture. We look forward to supporting their growth and providing the resources, technology and community that empower them to deliver an exceptional client experience.”

Samuels, a Certified Kingdom Advisor (CKA®), integrates technical expertise with biblically aligned financial guidance—a distinctive approach that strengthens client relationships across generations. The firm selected Osaic after a thorough evaluation process, citing the strong cultural alignment they felt when meeting with Osaic’s home office team.

“From the moment we connected with Osaic, it was clear their team lives the advisor-first values we care deeply about,” said Samuels. “The culture, the people and the commitment to helping advisors grow were the differentiators for us. We’re excited to bring our clients into this environment and to leverage Osaic’s resources to elevate every part of their planning experience.”

True Wealth is the latest advisory team to join Osaic from LPL, following the affiliation of Simplified Wealth Management and AFC Planning Group in September.

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