Ten Affiliated Advisors partner advisors have qualified for Osaic's highest honors this year, earning their place among the elite financial professionals in the industry.
Reaching this level takes serious work. It means showing up for clients day after day, making smart decisions about how to grow a practice, and consistently delivering the kind of service that builds lasting relationships.
Matthew Adam Blecker (Eastern Planning), Jonathan Samuel Beck (Crown Financial Partners), and Melissa Rae Machlitt (Encore Financial) have earned Ovation 2026, placing them in the top 3% of all advisors at Osaic. This spring, they'll head to the Hyatt Regency Maui Resort & Spa to network with other industry leaders and celebrate what they've built.
Seven more partner advisors have qualified for Odyssey 2026, landing in the top 12% at Osaic: Diana Marie Curran, Randy Mark Breidbart, Brian C. Ginty, Matthew H. Garber, Alan Lloyd Johnson, Mary Vanisky Morse, and Stephanie Lynn Danforth Johnson. This summer, they'll connect with fellow high performers at the Gaylord Pacific in San Diego.
What makes this particularly meaningful is watching advisors in our network continue to raise the bar is particularly meaningful; reflecting the caliber of professionals who choose to be part of the Affiliated Advisors community. Congratulations!
Disclosures:
Non-Compensated endorsement; existing relationship may influence the endorsement; may not be representative of all client experiences; no guarantee of future performance or success.
Ovation and Odyssey are internal Osaic recognitions that recognize financial professionals within the firm. Qualification is based on minimum production and investable assets requirements. Rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results