Dubois, PA Meadow Ln Office

Jonah Watt is a financial advisor at OSAIC with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include founding Watt Group LLC and positions at SKG Wealth Management and Fedex. He also owns an independent personal lines insurance agency that sold home and auto insurance. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisers and platforms, offering integrated brokerage, investment advisory services, and access to multiple third-party money managers and wrap programs. The firm uses asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

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 with OSAIC in DuBois, Pennsylvania, holding a Series 63 designation and over 35 years of industry experience. His career includes roles at Woodbury Financial Services, Ameritas Financial Services, and Ameritas Life Insurance Corporation. Curtis is also the owner of Swift Kennedy Financial, where he sells non-securities insurance products, and he participates as a member of the Jefferson Investment Club. OSAIC serves a broad range of clients, including individual and institutional investors, offering integrated brokerage and advisory services with a focus on diversified portfolio construction using various asset classes and multiple advisory platforms.

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.