Osaic Welcomes $705 Million True Wealth Advisors from LPL Financial

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SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Nov 19, 2025--

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.

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.

To learn more about Osaic, please visit Osaic.com.

About Osaic:

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting approximately 11,000 financial professionals. Osaic’s mission is to create leading wealth management solutions that enhance lives and legacies. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC. and CW Advisors, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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KEYWORD: ARIZONA UNITED STATES NORTH AMERICA

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SOURCE: Osaic, Inc.

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PUB: 11/19/2025 09:18 AM/DISC: 11/19/2025 09:18 AM

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