Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Beacon Financial Group (“Beacon”), an Aurora, Ohio-based independent advisory firm led by Managing Director Brent Besinger, has joined its Empowered Independence channel.

Overseeing nearly $1 billion in client assets, Beacon joins Osaic after operating as an independent registered investment adviser (RIA), with broker-dealer affiliation through Private Client Services. The firm selected Osaic to support its long-term succession planning strategy while preserving the independence and personalized approach that have defined its business for decades.

Founded by Besinger in 2007, Beacon Financial Group serves more than 120 families, with a focus on building lasting relationships through comprehensive financial planning and personalized wealth management. A financial services veteran with more than 30 years of experience, Besinger established Beacon as an independent RIA in 2022 after a lengthy tenure with Lincoln Financial Advisors. The firm’s growth has been driven by a referral-based business model rooted in putting clients’ needs first, supported by seven experienced staff members who serve families across multiple generations.

Beacon’s decision to join Osaic was influenced by Besinger’s longstanding relationship with John DiMonda, Head of Advisor Direct at Osaic. The two worked together for more than 15 years at Lincoln Financial Advisors, developing a foundation of mutual trust and respect. When Besinger began exploring succession planning options for Beacon, that existing relationship helped open the door to Osaic’s Empowered Independence channel and its flexible approach to supporting established independent firms.

“When we started exploring succession planning options, our biggest priority was finding a partner that would allow us to continue running our business the way we always have, with our clients’ needs guiding every decision,” said Besinger. “John and I have known each other for many years, and he understands our team, our clients and the relationships we’ve worked hard to build. With Osaic, we found a partner that respects our independence while giving us access to the resources, scale and succession planning capabilities to support our next chapter.”

Through Osaic’s Empowered Independence channel, Beacon gains access to expanded wealth management solutions, technology and business resources designed to help advisors grow while maintaining control over their practices. The affiliation also provides a framework for long-term succession planning, allowing Beacon to focus on business continuity and the evolving needs of the families it serves.

“Having known Brent for more than 15 years, I’ve seen firsthand the dedication he and his team bring to their clients and the thoughtful way they’ve built their business,” said DiMonda. “Brent wasn’t looking to change the way his firm operates. He was looking for a partner that could help protect what he’s built and position the business for long-term success. We’re proud that Osaic can be that partner.”

Beacon’s experienced team has been instrumental in establishing the firm’s reputation for personalized service and longstanding client relationships. Several team members have worked with Besinger for more than a decade, providing continuity across financial planning, investment management, retirement plan services and multigenerational wealth management.

“Beacon Financial Group represents exactly the kind of entrepreneurial, client-focused firm we aim to empower,” said Cindy Hamel, Head of Empowered Independence at Osaic. “Brent and his team have built an exceptional practice by staying true to their values and investing in long-term client relationships. Our Empowered Independence channel provides firms like Beacon with the flexibility to maintain that identity while leveraging Osaic’s capabilities to strengthen their businesses, plan for succession and continue serving clients for generations to come.”

Beacon’s affiliation reflects Osaic’s continued commitment to supporting established independent advisory firms seeking the resources and flexibility to pursue their long-term business goals. To learn more about Osaic and its Empowered Independence channel, please visit osaic.com/empowered-independence.

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.

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