GCG Advisory Partners Names Delaney Metcalf Chief Financial Officer

Former Osaic Senior Vice President brings nearly a decade of M&A, capital solutions, and advisor growth expertise to GCG as the firm scales its $4.3 billion AUA platform.

CHARLOTTE, NC — May 11, 2026 — GCG Advisory Partners, an independent wealth management firm and equity partnership platform with $3.3 billion in assets under management, today announced the appointment of Delaney Metcalf as Chief Financial Officer. Metcalf joins GCG from Osaic, one of the nation's largest wealth management platforms with more than $700 billion in assets under administration, where he most recently served as Senior Vice President of Growth & Succession Planning.

In his new role, Metcalf will lead GCG's strategic planning and budgeting, financial reporting and audit oversight, and strategic partnerships and integrations, working alongside the executive team to accelerate the firm's expansion across its affiliated advisor network and equip partner advisors with the resources they need to scale.

Metcalf's appointment comes during a record-breaking year of growth and expansion for GCG, as the firm continues to scale its national footprint, welcome new advisor-partners onto its platform, and deepen the infrastructure that supports them. With momentum accelerating across every part of the business, Metcalf joins at a pivotal moment in GCG's next chapter — bringing the financial discipline and strategic vision needed to power the firm's continued ascent.

A Track Record of Building Platforms That Scale

At Osaic, Metcalf helped evaluate and integrate strategic acquisitions and led recruitment, succession planning, and capital strategy across a network of more than 10,000 financial professionals, experience that maps directly to GCG's acquisition-driven growth and advisor-partnership model.

Leadership Perspective

"Delaney's appointment marks a defining step forward in GCG's next chapter of growth," said Joel Burris, CEO and Managing Partner of GCG Advisory Partners. "His track record of building scalable financial infrastructure, integrating complex acquisitions, and creating capital solutions that empower advisors is exactly what this stage of our business calls for. Delaney shares our belief that the best partnerships are built on shared upside and shared legacy — and we are thrilled to welcome him to the team as we continue building the premier equity partnership platform for entrepreneurial advisors."

"GCG has built something rare in this industry: a partner-led platform that genuinely puts the advisor experience first while moving with the speed and discipline you'd expect from a top-tier institutional firm," said Delaney Metcalf, Chief Financial Officer of GCG Advisory Partners. "After nearly a decade on the corporate development and capital side at Osaic, what drew me to GCG is the team — and the opportunity to help advisors realize the next chapter of their business with a partner that shares the upside with them."

Metcalf holds an MBA from the University of Minnesota's Carlson School of Management and completed the Executive Development Program at Northwestern University's Kellogg School of Management.

About GCG Advisory Partners

GCG Advisory Partners is an independent wealth management firm and equity partnership platform headquartered in Charlotte, NC, with offices across North Carolina, South Carolina, Florida, Illinois, Missouri, and Michigan. Founded in 1994, GCG has grown from $200 million to around $4.3 billion in assets under advisement, serving more than 15,000 clients nationwide. Backed by BharCap Partners, GCG offers a true Partnered Independence platform, combining capital, infrastructure, and operational excellence to help entrepreneurial advisors build shared, sustainable legacies.