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Thomas M

Series 66

Cherry Hill, NJ

OSAIC

Thomas Marino is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 credential and has worked previously at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, Marino is involved in community activities including serving on the Appalachian Mountain Club steering committee, chairing a municipal parks and recreation board, and participating in nonprofit organizations such as the Knights of Columbus. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with access to multiple investment platforms and third-party managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Andrew C

Series 63, Series 65

Cherry Hill, NJ

OSAIC

Andrew Cohen is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, Inc. and Questar Asset Management. Cohen is involved in nonprofit work as president of the Marjorie B Cohen Foundation, which focuses on fundraising and raising awareness for cancer genetics, and serves on the board of the Abramson Cancer Center. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of advisors. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jeremy K

CFP®, Series 63, Series 66

Cherry Hill, NJ

OSAIC

Jeremy Kuptsow is a CFP® with five years of industry experience currently serving as a financial advisor at Osaic Wealth, Inc. He previously worked at The Vanguard Group, Inc. for four years and has held various roles involving financial planning and client services. Kuptsow also acts as an insurance agent offering annuities, health, life, employee benefits, and long-term care insurance. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities through a large network of affiliated advisors and multiple advisory platforms. The firm employs a combination of asset-allocation tools, risk assessment methods, and automated rebalancing to construct portfolios that may include various securities and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Charlie W

Series 63, Series 66

Cherry Hill, NJ

OSAIC

Charlie Winchock is a financial advisor at OSAIC with six years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for five years and has held roles at firms including Al Funk Tax Accountant and Gunnip & Company. Outside of advisory work, he is involved in a fixed insurance business. OSAIC serves a diverse clientele ranging from individual investors to institutional clients, offering integrated brokerage and advisory services supported by a wide range of financial tools and third-party platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Nasir J

Series 63, Series 65

Cherry Hill, NJ

OSAIC

Nasir Jaffry is a financial advisor with Osaic Wealth, Inc. in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior experience includes roles at Woodbury Financial Services and Questar Capital Corporation. Outside of his advisory work, he facilitates premium financing and advises on fixed life insurance products through RNZ Wealth Management Group, LLC. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm employs advanced asset-allocation tools and offers integrated brokerage, advisory services, and access to third-party managed accounts.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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