Collingswood, NJ Office

Team
Updated today
OSAIC logo

OSAIC

Institution

Firm-wide stats for OSAIC

Total advisors

7,847

Across 3,554 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that supports individual investors (including high‑net‑worth and non‑HNW households), retirement plan sponsors and participants, charities, and corporate clients. It offers both brokerage and advisory services across a range of programs — including comprehensive financial planning, advisor‑managed wrap and non‑wrap portfolios, Unified Managed Accounts, third‑party money manager programs, and retirement plan consulting — many of which are delivered through affiliated broker‑dealer and RIA relationships.

The firm’s investment process emphasizes model‑based asset allocation and portfolio optimization supported by risk‑tolerance questionnaires, efficient frontier analysis, and rebalancing tools; advisors can implement discretionary UMA or advisor‑managed strategies, impose client restrictions, or select third‑party managers and proprietary “Enterprise Strategist” models. Osaic also maintains multiple custodial and legacy program arrangements (including accounts transitioned from earlier mergers), and makes alternative investments available via third‑party platforms that perform initial and ongoing due diligence.

Compared with peers, Osaic is notable for its scale and recent consolidation activity, its complex affiliate network (broker‑dealer, asset managers, insurance and trust affiliates) and private‑equity ownership that influence its platform economics and product offerings. The firm also operates multiple lending and cash‑management programs and receives third‑party platform and revenue‑sharing arrangements — matters it discloses as potential conflicts of interest — and has had several recent regulatory disclosures and enforcement matters that led to enhanced controls and independent reviews.

Based on OSAIC

Expertise

Annuities Private / alternative investments

Based on OSAIC

Location

900 Haddon Avenue, Suite 432

Collingswood NJ 08108

Advisors at this office

8

Advisors at this office

user avatar

Kornelia F

Series 63, Series 66

Collingswood, NJ

OSAIC

Kornelia Forvour is a financial advisor at Osaic with 17 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Osaic in 2025, she worked at Lincoln Financial Advisors for 13 years and Guardian Life for one year. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by a multi-advisor platform and a model-based investment process.

Annuities Private / alternative investments
user avatar

Marc N

ChFC®, Series 63

Collingswood, NJ

OSAIC

Marc Neumann is a ChFC® with 32 years of experience in the financial services industry. He has worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. Outside of his advisory role, Neumann is a notary public and co-owner of a business entity involved in managing a 401(k) and profit-sharing plan. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services such as comprehensive financial planning and managed portfolios. The firm utilizes a model-based investment process with options for discretionary and advisor-managed strategies supported by various tools and third-party resources.

Annuities Private / alternative investments
user avatar

Michael B

Series 63

Collingswood, NJ

OSAIC

Michael Byrne is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and previously spent 27 years at Lincoln Financial Advisors Corporation. Outside of his advisory role, he is also licensed to offer traditional life insurance and annuities. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools across multiple platforms.

Annuities Private / alternative investments
user avatar

John M

Series 63

Collingswood, NJ

OSAIC

John Mccaughan is a financial advisor with OSAIC, holding a Series 63 designation and bringing 38 years of industry experience. He worked for Lincoln Financial Advisors and Lincoln National Life Insurance Company for over 25 years before joining OSAIC in 2025. Outside of his advisory role, he is an insurance agent offering disability insurance, fixed annuities, and traditional life insurance products. OSAIC Wealth serves a diverse client base including retail and institutional investors, providing brokerage and advisory services through a multi-advisor platform with options such as comprehensive financial planning and advisor-managed portfolios. The firm utilizes a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various tools and discretionary strategies.

Annuities Private / alternative investments
user avatar

Michael M

CFP®, Series 66, Series 63

Collingswood, NJ

OSAIC

Michael Miller is a CFP® professional at OSAIC with 15 years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors for 10 years and held positions at Next Financial Group, Inc. and Cetera Advisors LLC. Outside of his advisory role, he is involved in supporting registered representatives and managing office operations through Integrity 5 LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services utilizing a model-based investment process that incorporates asset allocation, portfolio optimization, and various program options such as Unified Managed Accounts and third-party money manager programs.

Annuities Private / alternative investments
user avatar

Kevin B

Series 66

Collingswood, NJ

OSAIC

Kevin Byrne is a financial advisor at Osaic Wealth with three years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for three years. Byrne served seven years in the United States Navy. Outside of his advisory role, he owns an entity for managing the expenses of his financial planning practice and acts as a co-trustee of his firm’s 401(k) profit-sharing plan. Osaic Wealth serves a diverse client base, including 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, portfolio optimization tools, and multiple program options.

Annuities Private / alternative investments
user avatar

Alex N

Series 66

Collingswood, NJ

OSAIC

Alex Neumann is a financial advisor at OSAIC with 7 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Lincoln Financial Advisors, Inc., Lincoln Financial Group, and Lincoln Financial Securities, Inc. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by various advisory and managed account programs.

Annuities Private / alternative investments
user avatar

Gabrielle G

Series 66

Collingswood, NJ

OSAIC

Gabrielle Giannopoulos is a financial advisor at OSAIC with seven years of industry experience and holds a Series 66 designation. Her prior roles include positions at Lincoln Financial Advisors and Morgan Stanley. She also serves in a support role at Integrity 5 LLC, assisting registered representatives with trading and account management. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a wide range of financial planning, advisory, and brokerage services through a multi-advisor platform. The firm utilizes a model-based investment process with portfolio optimization tools and offers both discretionary and advisor-managed strategies, supported by a complex network of affiliated broker-dealers, asset managers, and other financial entities.

Annuities Private / alternative investments
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)