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Osaic Welcomes $177 Million Team from TrustFirst to Establish New Knoxville-Based Firm

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Summary

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced the successful affiliation of John Kennedy and his team from TrustFirst. Based in Knoxville, Tennessee, the group brings approximately $177 million in assets under administration (AUA) and includes seasoned professionals Ted Shaver, Leslie Grossman, James “Tony” Powers and Daniel MacDonald. As senior partner of TrustFirst, Kennedy is transitioning his

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Article published on August 26, 2025 by businesswire