Jake Weber is a financial advisor at Osaic Wealth, Inc. with six years of industry experience and holds a Series 66 designation. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services and Members Choice Financial Credit Union. He also serves as an investment advisor representative at Moff and Associates and has been involved with the University of Pittsburgh for nine years. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services through a large network of affiliated advisers and offers portfolio management using firm-provided tools alongside access to third-party managers.

Jarrett Jones is a CFP® with six years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He is also co-owner and financial advisor at Moff and Associates, where he manages client relationships and oversees daily operations. Prior to joining OSAIC, he worked at Woodbury Financial Services Inc. and held various roles in education and corporate sectors. OSAIC serves a broad range of clients, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of advisors. The firm employs a variety of asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client risk tolerance and investment goals.

Debra Moff is a financial advisor at OSAIC with five years of industry experience. She holds the Series 66 designation and has previously worked at Woodbury Financial Services Inc and Williamsport Hospital. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various portfolio construction tools and third-party platforms to offer diversified investment solutions.

James Moff III is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial for 20 years. Outside of advising, he owns raw land used for recreational purposes and leases it for farming. OSAIC serves a diverse client base including individual investors, pension plans, and corporations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolios constructed using asset-allocation tools, risk assessments, and automated rebalancing that include a variety of asset classes.