
Cetera Financial FA Team Bolts for Osaic
Osaic Wealth has added a South Carolina-based wealth management firm, which oversees about $220 million in assets under management.
Sanders Wealth Management, founded in 2017, offers retirement planning, wealth management services, investment management, estate and tax planning, and insurance services.
The team, which is led by president Nathan Sanders, was previously affiliated with Cetera Financial Group and stated Osaic was the “best-suited” option for their firm.
The team also includes financial advisors Suzanne Ellis, Zach Kirkwood, and Mason Carver. The team is supported by relationship managers Terrena Ginn, Yessi Hilley, and client service specialist McKayla Rogers and Hannah Kohlenberger.
“At Sanders Wealth Management, our mission has always been to put people first and guide them through every stage of their financial lives with clarity and care,” Sanders said. “As we evaluated the next phase of our growth, it became clear that Osaic was the best-suited firm to help us deliver on our mission of putting people first, and planning for today and tomorrow together.”
As part of the transition to Osaic, Sanders Wealth Management will gain access to the firm’s “expanded” technology platform, investment solutions, operations and a suite of resources.
Recently, Osaic added Englewood, FL-based Hinck Private Wealth Management, marking yet another wealth management firm that has fled Commonwealth Financial Network, following its acquisition by LPL Financial.
Osaic also added Melville, NY-based AFC Planning Group, which oversees roughly $110 million in assets under advisement.
Pictured: Sanders Wealth Management