Brooklyn-based advisor brings $164 million in assets under administration and more than two decades of industry experience to Osaic platform

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Chris Livingston, a veteran financial advisor with more than 25 years of industry experience, has affiliated with the firm and joined Oakfield Wealth Management Group (“Oakfield”), an Osaic-affiliated team led by Private Wealth Advisor Anthony Macaluso. Livingston is based in Brooklyn, N.Y., and oversees approximately $164 million in assets under administration (AUA).

Livingston joins Osaic after spending 26 years with Santander Securities, where he most recently served as senior vice president. His decision to affiliate with Osaic and Oakfield reflects a desire to operate with greater independence while maintaining access to a robust platform, advanced technology and the support of a collaborative advisor community.

Oakfield prioritizes long-term client relationships and disciplined guidance through varying market environments. The team emphasizes clear communication and practical, timely advice designed to help clients navigate volatility with confidence.

“Moving to Osaic and joining Oakfield Wealth Management allows me to deliver truly independent advice while leveraging the resources, technology and support of a leading wealth management platform,” said Livingston. “It’s the best of both worlds—entrepreneurial freedom paired with the institutional strength and scale needed to serve clients at the highest level.”

Osaic’s platform is designed to respect and empower independent advisors at every stage of their business, offering flexibility, growth resources and succession planning capabilities that allow advisors to focus more time and energy on their clients.

“Our platform is built to help advisors grow, evolve and plan for the future of their businesses,” said Kristen Kimmell, executive vice president of business development at Osaic. “We’re pleased to welcome Chris to Osaic and Oakfield and look forward to supporting him as he continues building on a strong legacy of comprehensive wealth planning.”

Osaic continues to attract experienced advisors seeking independence paired with scale and support, including firms such as Sanders Wealth Management, REVUP Private Wealth and Pilot Rock Financial Advisors.

To learn more about Osaic, please visit Osaic.com.

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 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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