Advisor achievements
We are proud to celebrate the outstanding achievements by Osaic advisors both in the wealth management industry, and in their own communities. Transformative wealth management starts here.
Forbes Top Women Wealth Advisors
The ninth annual ranking of Forbes Top Women Wealth Advisors features women with proven track records who manage cumulative assets of roughly $3.6 trillion. Forbes’ rankings were compiled by SHOOK Research, which uses quantitative data and interviews candidates nominated by their firms.
Patti Brennan
CEO, Key Financial
West Chester, Pennsylvania
Kim Kantor
Ciccarelli Advisory Services
Naples, Florida
Ryan Mathes
Schroeder Wealth Advisors
The Woodlands, Texas
Jackie Mazur
Guide My Finances
Carlsbad, California
Stacey Spedden-Irrgang
Heritage Financial Consultants
Hunt Valley, Maryland
Mary Sterk
Sterk Financial Services
Dakota Dunes, South Dakota
Jennifer J Johnston
Scholarship Review Panel
CFP Board Center for Financial Planning
Through the assistance of sponsors & donors, and the advice of Scholarship Review Panel volunteers, The CFP Board Center for Financial Planning has awarded 666 scholarships —with a value of nearly $2.6 million—since the launch of the first scholarship program in 2016.
Quinn Moser
Co-chair, Clay Shoot Classic
Christ's Haven
Christ’s Haven For Children is a nonprofit organization that provides a trauma-informed, family model of care for displaced children, teens, and young adults. Quinn Moser helped develop and institute the inaugural Clay Shoot Classic event, which resulted in 109 participants and raised $59,000 for the organization.