Brian R Smith qualifies again to join The Resource Group of Osaic Wealth 2026

The Resource Group (TRG) continues to stand as a Nationwide Network of Top Planners within Osaic Wealth, Inc., dedicated to collaborative growth and unparalleled service provision to clients. 

Birmingham, AL, January 2026 — Brian R. Smith, Financial Advisor at Iron Legacy Wealth Advisors and registered representative of Osaic Wealth, Inc., has once again qualified as a member of The Resource Group, an exclusive nationwide network comprising the most distinguished planners within Osaic Wealth.

TRG's core objective remains fostering collaboration, sharing intellectual capital—including financial planning expertise, resources, networking opportunities, and practice management strategies—to drive practice development among advisors and deliver industry-leading service to clients.

Comprised of committees, TRG delivers crucial ideas and actions vital to the success of Osaic advisors and their businesses.

Bringing over 30 years of expertise in the financial services sector, Brian R. Smith commenced his journey with Osaic Wealth in 1995, following three years as an advisor with New York Life Insurance Company. He currently holds the esteemed status of Premier Partner with Osaic Wealth and is a member of the Million Dollar Round Table, Top of the Table, and Financial Planning Association.

Brian R. Smith is a graduate in English Literature from The Citadel in Charleston, SC. He holds the "CERTIFIED FINANCIAL PLANNER™" Practitioner (CFP®) certification, alongside the (CRPC®), Certified Retirement Planning Counselor, (CBEC®), Certified Business Exit Consultant, and (AIF®), Accredited Investment Fiduciary* designations.

Brian Smith's office is situated at 201 Office Park Dr Suite 300, Birmingham, AL 35223.

The Resource Group (TRG) is an internal invitation-only, nationwide network of the top planners within Osaic Wealth.

Qualifying membership in the MDRT Top of the Table is based on minimum sales production requirements and gross business generated within a year. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues.

Contact: Brian R. Smith, CFP®, CRPC®, AIF®*, CBEC®, QPFC® 201 Office Park Drive, Suite 300 Birmingham, AL 35223 205-612-4507

*Use of the AIF designation does not imply that Osaic Wealth or its Investment Advisor Representatives may act in a fiduciary capacity for ERISA Plans.