Thomas Marino is a Series 66-licensed financial advisor with 20 years of industry experience. He currently works at OSAIC and has previously been with Woodbury Financial Services, Questar Asset Management, and Equitable Advisors. Outside of his advisory role, Marino is involved in community and recreational activities, serving on the steering committee for the Appalachian Mountain Club, participating in local park and recreation boards, and acting as an ambassador for Athletic Brewing. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with tools for asset allocation, portfolio optimization, and risk management, supporting discretionary and third-party strategies.

Andrew Cohen is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, Questar Asset Management, LPL Financial, and Prudential Equity Group. Cohen is president of the Marjorie B Cohen Foundation, which focuses on fundraising and awareness for cancer genetics related to the BRAC gene, and serves on the board of the Abramson Cancer Center. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. Its investment approach uses model-based asset allocation and portfolio optimization, and the firm is notable for its scale, recent consolidation activity, and complex affiliate network.

Jeremy Kuptsow is a CFP®-certified financial advisor with five years of industry experience, currently affiliated with OSAIC. His previous experience includes four years at The Vanguard Group and roles at Atrium Financial Associates and other firms. In addition to his advisory work, he is licensed to offer annuities, health, life, employee benefits, and long-term care insurance. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization supported by various tools and third-party managers.

Charlie Winchock is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and six years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation for five years and has experience in tax accounting and the beverage industry. He has also been involved in a fixed insurance business as an agent. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Nasir Jaffry is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Capital Corporation. Outside of his advisory work, he is involved with RNZ Wealth Management Group, where he facilitates premium financing and sells fixed life insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party manager selections.