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.
Ringing the Closing Bell at the NYSE
Ringing the Closing Bell at the New York Stock Exchange is typically reserved for companies and leaders who have made a significant impact in their industry. For Patti Brennan, CEO of Key Financial, and Michael, her longtime partner and team member (and son!), this moment represents so much—most notably its a recognition of decades of leadership, trust, and excellence in wealth management.
It’s a moment of pride not just for Patti and Michael, but for everyone who believes in the power of personalized financial planning to transform lives.
Stephan Cassaday
Top 100 Financial Advisors
Barron's
Steve Cassaday, CFP®, CFS, has been advising investors professionally since 1977. In 1993, after 16 years holding senior and management positions with several major New York Stock Exchange member firms, Steve abandoned the traditional Wall Street brokerage model and founded Cassaday & Company, Inc., an independent advisory firm.
His vision: to provide objective guidance to investors seeking advice about their financial situations, to do so with the highest levels of honesty, integrity, and overall excellence possible, and to provide faultless quality and courteous service – at a reasonable price.
InvestmentNews Awards Excellence Awardees
The InvestmentNews Awards returned for its second year to recognize the individuals and organizations leading the future of the US wealth management industry.
Gayle Canini
Employee Benefits Administration, Inc.
Riley Saunders
Cassaday & Company, Inc.
John Sklencar
Physicians Private Client Group
Jonathan Greenwich
Top 40 Under 40
The Chamber ALX 2025
Jon has been recognized by the Alexandria, Virginia Chamber as one of their Top 40 business people under the age of 40. This is an outstanding achievement for a financial advisor who joined Osaic in 2021 and has been building his practice and influence within the community.
1,000 Advisors to Watch
AdvisorHub's 1000 Advisors to Watch ranking identifies high-quality advisors from across the country who are growing their businesses and delivering exceptional service to clients. Advisors are chosen based on three major categories:
- Scale of the business, including assets under management, profitability, average account size, and the ratio of team members to client households.
- Growth, as measured by year-over-year increases in client households, assets, and profits.
- Professionalism, which evaluates an advisor’s regulatory record, certifications, years of service, and community involvement.
Patti Brennan
America's Top Wealth Advisors
Forbes
Through a culture rooted in the tenets of wisdom, perspective and commitment, Patti and the Key Financial team provides each client with a personalized financial plan with multiple scenarios, stress tests and what if's. Paired with Patti's unique ability to communicate complex financial concepts through understandable terms, she has garnered recognition by Forbes, The Financial Times and Barron's as one of the Top Advisors in America year after year for over almost two decades.
Invest in Others
The Invest in Others Awards program recognizes financial advisors who are making a difference with charities across the country and around the world. Award finalists and recipients receive grants their designated charities.
Gregory Poleon
Barbara Treadwell
Christian Burns
Daryl Cole
Cortney Heykoop
Paul Meyer
Saul Simon
Amy Weinberger
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.