Osaic Hosts 2026 W Forum, Showcasing Women's Leadership in Wealth Management

Annual conference brings together over 600 women financial professionals to amplify growth, connection, innovation and strength.

Published on Feb. 9, 2026

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Osaic, one of the nation's largest providers of wealth management strategies, announced details of its 2026 W Forum, the firm's annual conference dedicated to supporting, connecting and advancing women financial professionals. The sold-out two-day event, now in its 19th year, will convene over 600 advisors, leaders and partners around the theme "Amplify" across four tracks: Amplify Growth, Amplify Connection, Amplify Innovation and Amplify Strength.

Why it matters

The W Forum reflects Osaic's dedication to empowering women advisors and amplifying their success through innovative and educational programs. The event aims to help women advisors build stronger businesses, deepen client relationships, embrace change and lead with purpose.

The details

This year's program features keynotes, workshops and peer-driven discussions that provide practical insights and actionable strategies to support both professional performance and long-term sustainability. The event also spotlights Osaic's 2026 Women Forward Visionaries, an annual initiative that elevates standout women advisors from across the network.

  • The 2026 W Forum will take place on February 9-10, 2026.

The players

Osaic, Inc.

One of the nation's largest providers of wealth management strategies, supporting over 10,000 financial professionals.

Kristen Kimmell

Executive Vice President of Business Development at Osaic.

Dr. Manna Semby

A champion of women's resilience who will offer practical guidance that supports health and longevity.

Patti Brennan

One of Osaic's top advisors who will participate in a moderated conversation on sisterhood, resilience and purpose.

Mary Ellen Clark

Olympic medalist and sister of Patti Brennan, who will participate in a moderated conversation on sisterhood, resilience and purpose.

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What they’re saying

“'W Forum brings to life our dedication to empowering women advisors and amplifying their success via innovative and educational programs.'”

— Kristen Kimmell, Executive Vice President of Business Development at Osaic (businesswire.com)

What’s next

The 2026 W Forum will feature breakout sessions, peer-to-peer learning, a community impact initiative, and curated wellness and lifestyle experiences, followed by a closing-night celebration.

The takeaway

Osaic's W Forum demonstrates the firm's commitment to supporting and advancing women financial professionals, providing them with the resources, connections and strategies to build stronger businesses, deepen client relationships, and lead with purpose.