$350M FA Team Leaves Osaic for Atria Wealth

Financial Advisor IQ | Alex Padalka

December 13, 2023

OPOC.US, previously at Osaic’s Securities America, joins Atria subsidiary Cadaret Grant.


Atria Wealth Solutions has nabbed a team of financial advisors that specializes in serving employers and was previously affiliated with Osaic, formerly Advisor Group.

Worthington, Ohio–based OPOC.US — with OPOC standing for “One Point of Care” — joins Atria subsidiary Cadaret Grant, according to the firm.

OPOC includes Edward “A.J.” Sommer III, OPOC’s managing partner of retirement plans and investments, as well as German “Alex” Cabrera, John Crow, David Lawler, Clark May and Carl Swanson, according to Atria.

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