Jason Morrow is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at CUSO Financial Services, L.P. for ten years before joining Osaic in 2025. Morrow is also involved with Quantum Financial Management, where he serves as a wealth advisor and insurance agent focusing on fixed annuities and non-variable insurance products. Osaic Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services with an emphasis on asset allocation, risk management, and access to third-party money managers and wrap programs.

Philip Salib is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at CUSO Financial Services, LP. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Joseph Brita is a financial advisor at Osaic with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Osaic since 2018. Prior to that, he spent 25 years at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. He is a partner at Quantum Financial Management, an LLC involved in securities sales, marketing, and investment advisory services. Osaic Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset allocation tools and automated rebalancing to construct diversified portfolios, with accounts managed on discretionary or non-discretionary bases and supports various advisory platforms including third-party services such as Envestnet and SEI.

John Rimm is a ChFC® credentialed advisor with 33 years of industry experience, currently affiliated with OSAIC since 2018. He previously worked for 25 years at Signator Investors, Inc. In addition to his advisory role, he is a senior partner at Quantum Financial Management and Fixed Insurance, LLC, involved in the sales and marketing of securities, investment advisory, and fixed annuity products. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes for discretionary or non-discretionary management.

Matthew Funk is a CFP®-designated financial advisor at OSAIC with 21 years of industry experience. He previously worked at Royal Alliance Associates, INC. for eight years and Sii for fourteen years. Funk is also a member of his homeowners association condo board. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that may include a variety of investment types, offering both discretionary and non-discretionary account management.