Brent Holcombe Launches Independent Firm Chocorua Wealth Management With Support From Osaic Wealth
Brent D. Holcombe, CFP®, has launched Chocorua Wealth Management, an independent wealth management firm focused on helping individuals, families and business owners pursue their financial goals through personalized financial planning, investment management and long-term guidance.
Osaic Names Shannon Reid President, Head of Advisor Growth & Engagement
Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced today that Shannon Reid will join the firm as President of Osaic and Head of Advisor Growth and Engagement. Reid will fully assume the President role on Jan. 12, 2026, reporting directly to CEO Jamie Price, who previously held the position in tandem with his chief executive responsibilities.
Sanders Wealth Management Joins Osaic With $220 Million in Client Assets
Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced Sanders Wealth Management, an independent wealth management firm based in Upstate South Carolina, has joined its network after transitioning from Cetera. Led by President Nathan Sanders, the team oversees approximately $220 million in client assets.
