Jonah Watt is a financial advisor at OSAIC with Series 63 and Series 66 credentials and one year of industry experience. He has worked at OSAIC Wealth Inc and SKG Wealth Management since 2024 and previously owned an independent personal lines insurance agency selling home and auto insurance. His background also includes roles at FedEx and DuBois Country Club. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with access to multiple investment platforms and third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

William Cuba Jr. is a financial advisor with OSAIC, holding a Series 66 credential and 26 years of industry experience. His prior work includes 13 years at Woodbury Financial Services, Inc. He serves on the board of The Arc of Clearfield and Jefferson Counties, a charitable organization supporting individuals with intellectual and mental disabilities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of advisers, employing tools such as asset-allocation models and automated rebalancing to construct portfolios across various asset classes.

James Curtis is a financial advisor at OSAIC with 36 years of industry experience. He holds the Series 63 designation and has previously worked at Woodbury Financial Services and Ameritas-related firms. Curtis is also the owner of Swift Kennedy Financial, an insurance business focused on non-securities products, and is a member of the Jefferson Investment Club. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services with a range of investment options and third-party platforms. The firm employs asset-allocation tools and automated rebalancing to construct portfolios tailored to clients’ risk tolerance and investment restrictions.

Matthew Nerone is a financial advisor with OSAIC, holding the Series 66 designation and bringing 23 years of industry experience. His career includes roles at Woodbury Financial Services, Ameritas Life Insurance Corp, Ameritas Investment Corp, and Swift Kennedy Insurance Group. He is also licensed as an independent insurance agent, selling fixed insurance products. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes advanced asset-allocation tools and multiple third-party platforms to manage portfolios across various investment types.