Beth Blecker is a financial advisor at OSAIC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Invescor Advisory Services, Inc. and Eastern Planning Inc, where she remains CEO. Outside of her advisory role, Blecker serves as a board member for a Holocaust museum and center for tolerance and education and has authored a biography. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and offers discretionary and third-party management options.

Matthew Blecker is a CFP® and CFA® with 26 years of experience in financial advising. He is currently with OSAIC and has prior experience at Affiliated Advisors, Inc. He also serves as president of Eastern Planning Inc., a fixed insurance business. OSAIC Wealth serves a diverse clientele including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a range of customizable strategies supported by various tools and third-party programs.