Osaic Partners with Nitrogen to bring its full product suite and AI capabilities to nearly 10,000 advisors. Osaic advisors gain access to all six Nitrogen products and agentic AI to win new business, document best interest, and keep clients fearless. November 03, 2026 12:30 ET | Source: Nitrogen Auburn, CALIFORNIA, Nov. 03, 2026 (GLOBE NEWSWIRE) - Nitrogen, an AI-powered technology provider for financial advisors, today announced that Osaic, one of the nation's largest providers of wealth management strategies, has approved its entire suite of advisor products, including all Nucleus AI capabilities, for use across its network of financial professionals. The approval gives Osaic advisors access to all six Nitrogen products: Risk Center, Research Center, Income Center, Tax Center, Legacy Center, and Insurance Center. Advisors can adopt the products that best fit their practices, with the flexibility to add more capabilities as their needs evolve. At the center of Nitrogen's suite is Nucleus, its agentic AI engine that connects products and completes tasks with advisor approval. Osaic advisors can now turn client statements into portfolios, generate retirement income illustrations, and transform tax returns into visual insights. Combined with Nitrogen's trusted analytics and persuasive visuals, these capabilities help advisors showcase the value of their advice in every client meeting. "Every hour an advisor spends on manual work is an hour they can't spend with a client or prospect," said Dan Zitting, CEO of Nitrogen. "Osaic is demonstrating their leadership by putting advisors first and giving them access to next-generation AI technology. By opening access to our entire suite, they're helping advisors spend less time on manual tasks and more time doing what they do best: delivering great advice, building relationships, and growing their businesses." The expanded access supports Osaic's focus on advisor productivity, giving advisors technology designed to reduce time spent on manual tasks and create more opportunities to attract new clients and deepen existing relationships. "Our financial professionals want AI they can put to work right away, and our job is to make sure it meets the standards their clients expect. Nitrogen's commitment to security and responsible AI gave us the confidence to approve the full suite, AI included," said Sayee Bellamkonda, chief AI and technology officer at Osaic. "Now our advisors can put it to work winning new clients, deepening the relationships they have, and growing their businesses." Nitrogen is the first known wealthtech company to achieve ISO/IEC 42001 certification for responsible AI management, reinforcing its commitment to delivering AI capabilities advisors can use with confidence. ABOUT NITROGEN Nitrogen is a connected suite of advisor products designed to showcase the value of advice in every client meeting. Combining agentic AI with Risk Alignment, Investment Research, Income Planning, Tax Intelligence, Legacy Planning, and Insurance Alignment, Nitrogen turns complex financial insights into persuasive visuals. Trusted by tens of thousands of advisors, backed by an industry-leading Net Promoter Score of 71, and ISO 42001 certified, Nitrogen empowers advisors to deliver deeper, more personalized advice that wins prospects and strengthens long-term client relationships. 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 over 10,000 financial professionals. Osaic's mission is to empower entrepreneurial advisors 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. Press Inquiries NITROGEN MEDIA CONTACT Greenrose Communication Nitrogen [at] greenrosepr.com https://nitrogenwealth.com/ 470 Nevada Street, Auburn, CA 95603 OSAIC PR CONTACT Osaic [at] streetcredpr.com

Advisory M&A news - 10/14/2026. CAPTRUST adds $3 billion team; Waverly Advisors acquires MCS Family Wealth Advisors; LPL acquires 2 separate teams; and more. Reported by CAPTRUST adds $3B team. CAPTRUST Financial Advisors has added Hoge-Barrett Group, a 13-person wealth management team based in Winston-Salem, North Carolina. Led by Adviser Brett Hoge, the team was launched in 1999 and has more than $3 billion in client assets. It will be CAPTRUST's seventh location in North Carolina, where the firm has more than 580 employees, including 111 advisers. Waverly Advisors acquires MCS Family Wealth Advisors. Waverly Advisors LLC, a registered investment adviser, acquired MCS Family Wealth Advisors LLC, a wealth management firm with offices in Bend and Eugene, Oregon and approximately $151 million in assets under management as of June 30. Founded in 1991 by Michael Stalker, MCS provides financial planning, retirement planning and investment management services to high-net-worth individuals and families. Stalker and Jeff Yamada, who has worked alongside Stalker since 2004, will join Waverly as partners and wealth Advisers. The transaction closed on October 9. Waverly, which managed approximately $38.4 billion in assets as of October 9, offers collaborative investment, tax, estate and financial planning services. LPL acquires 2 separate teams. LPL Financial LLC added two separate teams in California and Washington State this week. Financial Adviser Nick Economos launched Economos Private Wealth through affiliation with LPL Financial's supported independence model, LPL Financial Advisor. He reported serving $580 million in advisory and brokerage assets and joins LPL from Merrill Lynch. Based outside of San Francisco, Economos brings more than 25 years of industry experience. LPL also added financial professionals of Prince Financial Services to LPL Financial's broker/dealer, registered investment adviser and custodial platforms. The Seattle-based firm reported serving approximately $1 billion in advisory, brokerage and retirement plan assets and joins LPL from Northwestern Mutual. The firm is led by Founders Julie Prince and Dave Burnett and their Partners, Cade Mossman, Conner Gehring and David DeYoung. LPL Financial Holdings Inc. has more than 32,000 financial advisers and the wealth management practices of approximately 1,100 financial institutions, servicing approximately $2.6 trillion in brokerage and advisory assets on behalf of approximately 8 million clients. Strongpoint Partners adds Hilde Minkel & Associates. Strongpoint Partners, a tech-enabled retirement services platform serving small- to mid-sized businesses, added Hilde Minkel & Associates, based in San Luis Obispo, California. Founded in 2010 by President Hilde Minkel, HMA is an independent third-party administration firm serving more than 200 small to mid-sized clients across California's Central Coast. HMA gains Strongpoint's technology platform, actuarial support and a network of retirement professionals. Minkel continues as president, alongside Operations Manager Leesa Ryan and Participant Service Manager Max Minkel. Osaic adds $245M Financial Adviser. Osaic Inc. added Tennessee-based Financial Adviser Michael Biggs, who oversees $245 million in client assets. Biggs and his executive assistant, Sandra Ford, join Osaic from Equitable Advisors. Biggs, who has worked in financial services since 1986, selected Osaic to gain greater independence and access resources designed to support the evolving needs of his clients and practice, according to the announcement.

From the judges' table: why financial advisors' stories of service matter. September 25, 2026 Each year, the Invest in Others Awards bring forward remarkable stories of financial advisors whose commitment to serving others extends far beyond their professional lives. For the judges tasked with reviewing those stories, the experience offers a unique window into the deeply personal motivations behind advisors' charitable work, and the extraordinary impact that work can have on communities. Marianne Rivera (pictured left in the photo with longtime Invest in Others supporter and industry executive Kate Healy and Board member Brian Hamburger) served as a judge for the 2026 Invest in Others Awards, helping to evaluate this year's nominees before joining the Invest in Others community in Boston for the 20th Anniversary Awards Gala on September 17. What stood out to her most was not simply the scale of the advisors' impact, but the personal challenges many have overcome while continuing to show up for others. "What strikes me most is how advisors keep making a difference even while facing their own challenges, from illness to the loss of a loved one to cancer or rare diseases," Marianne said. "Seeing these advisors' work touch so many families gives me real hope, and their stories inspire me to keep giving back." Stories that stay with you. Those stories took on even greater meaning when Marianne saw the advisors and nonprofits celebrated in person at the 20th Anniversary Gala. For Marianne, one moment in particular captured the perseverance behind so much of the charitable work Invest in Others seeks to recognize. Amy Weinberger, of Green Earth Financial Professionals and Osaic, was named the 2026 Volunteer of the Year Award recipient for her work with Soft Bones, an organization dedicated to supporting individuals and families affected by hypophosphatasia, a rare metabolic bone disease. When Amy took the stage, she reflected on having been recognized as an Invest in Others finalist multiple times before receiving the top honor this year. "All advisors' stories are impactful, and there's never a dry eye in the room," Marianne said. "However, when Amy Weinberger went on stage, she mentioned she has been an Invest in Others finalist for multiple years. She shows persistence, resilience and commitment, all great qualities we should all strive to cultivate in ourselves." That persistence reflects something larger about the advisors recognized through the Invest in Others Awards. Their charitable involvement is not defined by a single moment, grant or recognition. For many, it represents years, or even decades, of sustained commitment to causes that have become deeply personal to them. Shining a light on the cause. That is also why sharing these stories matters. The advisors recognized by Invest in Others are not pursuing charitable work for recognition. But by amplifying their efforts, Invest in Others can bring greater visibility to the nonprofits they serve while inspiring others throughout the financial services community to consider how they, too, can make a difference. "It's important to recognize these advisors because they're not doing this for the spotlight," Marianne said. "They're driven by real passion for their charities. Recognition puts a light on them and their causes. It's infectious and it inspires others to do more." That idea sits at the heart of the Invest in Others mission: to amplify, celebrate and inspire the charitable work of financial advisors. For 20 years, the Invest in Others Awards have provided a platform for advisors to tell the stories of the causes that matter to them, helping those organizations reach new audiences and demonstrating what is possible when financial professionals bring their time, talents and resources to the communities around them. And as Marianne's experience as a judge illustrates, those stories have an impact well beyond the individuals being honored. They can move people, create connections and inspire others to find their own ways to give back. That ripple effect is precisely why these stories deserve to be told.