$575M Ohio Team Joins Osaic Wealth’s W-2 Employee Channel

An Ohio-based financial advisory team, which was previously affiliated with Osaic Wealth’s Lincoln Wealth business, has transitioned to its W-2 affiliated channel. 

Cincinnati, OH-based Tri-State Financial Group, which oversees roughly $575 million in assets under advisement, offers financial planning, investment management, retirement solutions, and estate and tax planning. 

The team is led by managing directors Michael George and Michelle Metzger and includes advisors Rhonda Matarese and Michael Metzger. The team is also supported by client service specialist Angie Hospodar and office manager Andrea Todd, according to the firm’s website. 

Prior to joining Osaic’s employee channel, Tri-State Financial Group was previously affiliated with Osaic through its Lincoln Wealth before Osaic acquired the firm in 2024. George was affiliated with Osaic since 1981 and Metzger since 1999, Osaic said. 

“Our clients have trusted us through many important life and financial decisions, and we take seriously the responsibility of ensuring they continue to receive the same level of care and attention well into the future,” George said. 

Osaic’s latest addition comes after the firm also added New Hampshire-based Pointes North Wealth Management to its W-2 channel in May. The firm manages $500 million in total client assets.