Osaic Welcomes Greg Diamond and GCD Advisors to Its Growing Roster of Affiliated Firms

Illinois-based advisor brings over 20 years of experience and $150 million in total client assets

PHOENIX, Sept. 14, 2023 /PRNewswire/ — Osaic, Inc. (Osaic), one of the nation’s largest providers of wealth management solutions, announced the successful recruitment of Greg Diamond, CPA, PFS, RFC® to its newly rebranded and consolidated firm. Mr. Diamond is Senior Advisor and Principal at GCD Advisors of Lincolnshire, IL. Formerly affiliated with Ausdal Financial Partners Inc., he has 20+ years of experience and brings $150 million in total client assets to the firm. Mr. Diamond will partner with existing Osaic advisor Adam Schwartz.

GCD Advisors, LLC, is an independent RIA providing comprehensive wealth management and tax services since 1965. The firm has built its reputation by helping busy families and small businesses address all the financial aspects of their lives and come up with complete financial plans that include wealth management, tax strategies and, for business owners, operational consultation.

“By partnering with Adam and Osaic, GCD will be positioned to grow our business, provide even better services to our clients and attract other like-minded advisors who are looking to join a firm focused on the future,” said Mr. Diamond. “I have known and respected Adam for years and am excited to work with him and his team to bring their decades of leadership in investment, wealth management and business consulting to our clients.”

An industry veteran

Mr. Diamond is a senior advisor, Registered Investment Advisor (RIA) Representative, Personal Financial Specialist (PFS), Registered Financial Consultant (RFC), as well as a Certified Public Accountant. He has owned, operated and sold multiple businesses over the years and is the primary author of the GCD Financial Life Planner™, a precise and detailed planning tool that is the foundation of GCD’s planning process. Mr. Diamond is a graduate of Indiana University and a member of the American Institute of Certified Public Accountants (AICPA)

Mr. Schwartz said, “I am thrilled to partner with Greg and GCD Advisors. We have ambitious growth plans and believe that the resources, services, and support we receive from Osaic will help us expand our business and recruit high-quality advisors. Our combined size and talents will augment our clients’ overall experience as we continue to serve them with distinction.”

Osaic continues to grow its ranks

Kristen Kimmell, Executive Vice President Business Development, Osaic added, “On behalf of Osaic, I’d like to welcome Greg to our growing firm. I believe that together, Greg, Adam and the entire GCD team will be a true force in the suburban Chicago region. They have the scale, experience and drive to do great things for their firm and clients. We are committed to supporting their growth goals and look forward to all we can do together in the coming years in our evolving industry.”

About OSAIC

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management solutions, supporting over 11,000 financial professionals. Our mission is to support the strategic role that financial professionals can play in the lives of their clients. Cultivating a spirit of entrepreneurship and independence, Osaic champions the enduring value of financial professionals. For more information visit www.osaic.com

Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Osaic Wealth, Inc., Triad Advisors, LLC, Infinex Investments, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by FSC Securities Corporation, Osaic Wealth, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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