Former LPL North Carolina-based team partners with Osaic OSJ Alpha Omega Wealth Partners to enhance client service and operational support

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced Bowman Financial Solutions has joined its growing advisor network. Led by Chief Executive Officer Brent Bowman, a 20-year industry veteran, the North Carolina-based firm joins Osaic from LPL Financial, bringing $73 million in assets under administration (AUA) to the platform.

The Bowman Financial Solutions team includes Operations Manager Jared Bowman and Assistant Glenda Swank. The team will work closely with Russell Hadley, managing partner at Alpha Omega Wealth Partners. The affiliation marks a return to a trusted working relationship, as Brent Bowman and Hadley previously collaborated at Woodbury Financial.

“Our highest priority and greatest privilege is helping our clients meet their financial goals,” said Brent Bowman. “To do that, we want to use all the appropriate tools at our disposal, including expanding the support network for our clients. That’s why we’re partnering with Alpha Omega Wealth Management via Osaic. Russell has led high caliber teams in the financial services industry for over 40 years, and we are excited to rejoin his network.”

By joining Osaic, Bowman Financial Solutions gains access to a stronger support network while maintaining consistency in its investment approach. Clients will see no changes to their investment strategies but will benefit from enhanced infrastructure and support—ensuring greater flexibility and long-term growth potential.

“Brent and his team exemplify the thoughtful, client-first approach that defines the Osaic community,” said Hadley. “We’re thrilled to welcome them to our network and provide the infrastructure and collaborative support they need to thrive.”

Bowman’s move to Osaic reflects a broader trend among independent advisors seeking greater autonomy, access to resources and alignment with long-term partners—hallmarks of Osaic’s advisor-first model.

“Brent’s decision to join Osaic through a trusted relationship speaks volumes about the value we place on advisor choice and cultural fit,” said Kristen Kimmell, executive vice president of business development of Osaic. “We’re proud to offer the scale, flexibility and resources that empower independent firms like Bowman Financial Solutions to serve clients with excellence and grow on their own terms.”

Learn more at 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 approximately 11,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to build thriving businesses and fulfill their clients’ dreams. 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., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

About Bowman Financial Solutions

Bowman Financial Solutions is committed to helping individuals and families achieve financial stability and independence through personalized guidance and comprehensive planning. Led by Brent Bowman, a financial professional with over 20 years of experience, the firm provides support across retirement planning, investment strategies, college savings, insurance and overall financial goal-setting. Known for its personal service and trusted advice, Bowman Financial Solutions empowers clients to navigate their financial lives with confidence. Learn more at bowmanfs.org.

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