Allentown, PA 1605 N. Cedar Crest Blvd. Office

Jason Morrow is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including CUSO Financial Services, Citizens Securities, LPL Financial, and Cetera Investment Services. Outside of his advisory role, he is involved with Quantum Financial Management as a wealth advisor and insurance agent specializing in fixed annuities and non-variable insurance. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across multiple programs such as comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by various tools and multiple custodial and legacy arrangements.

Philip Salib is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. His prior roles include working at CUSO Financial Services, LP and First Commonwealth Federal Credit Union. OSAIC Wealth 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 with an investment approach centered on model-based asset allocation, portfolio optimization, and risk management tools.

Joseph Brita is a financial advisor at OSAIC in Allentown, PA, holding Series 63 and Series 65 credentials with 44 years of industry experience. He previously worked for Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 25 years each. Brita is also a partner at Quantum Financial Management, an LLC involved in sales and marketing of securities, investment advisory, and insurance products. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, combining discretionary strategies, third-party managers, and proprietary models.

John Rimm is a financial advisor at OSAIC with 33 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2018, he spent 25 years at Signator Investors, Inc. In addition to his advisory work, he is a senior partner involved in the sales and marketing of fixed annuities and securities through related investment entities. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and private-equity ownership.

Matthew Funk is a CFP® with 21 years of industry experience, currently serving at OSAIC. He has worked at Royal Alliance Associates, Inc. since 2018 and was previously with Sii from 2004 to 2018. Outside of his advisory role, he is a senior partner at Quantum Financial Management and serves as an HOA condo board member. OSAIC serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization, and is notable for its large scale and complex affiliate network.