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Jessica S
Series 63, Series 66
Fairview Village, PA
OSAIC
Jessica Skelton is a financial advisor with Osaic Wealth, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Her prior roles include positions at Securities America Advisors, H. Beck, Inc., and Campisi Financial Network. Outside of her advisory work, she owns Ingredients for Wellness, LLC, where she coaches clients on holistic health and stress reduction through mindfulness strategies. Osaic Wealth serves a diverse range of clients, including retail investors, retirement plan sponsors, charities, and corporate entities. The firm offers both brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a multi-advisor platform that supports discretionary and third-party managed strategies.
Joseph C
CFP®, Series 63, Series 65
Fairview Village, PA
OSAIC
Joseph Campisi is a CFP® professional with 35 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Securities America Advisors and H.Beck Inc., and he has been involved with his own firm, Campisi & Campisi, Inc., since 1991. Outside of advising, he is president of Campisi & Campisi, Inc., which provides accounting, tax, and estate planning services, and he serves as a trustee of the Campisi Family Trust. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes comprehensive financial planning and various managed portfolio programs. The firm employs a model-based investment process supported by risk assessment and portfolio optimization tools, and it is notable for its scale, recent consolidation activities, and complex affiliate network.
Byron L
CFP®, Series 63
Fairview Village, PA
OSAIC
Byron Leach is a CFP® with 14 years of industry experience, currently affiliated with OSAIC since 2024. His prior experience includes roles at Securities America Advisors and H. Beck, Inc. He is also employed as a CPA at Campisi & Campisi, Inc., an accounting and tax preparation firm. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach with a range of managed portfolio options and third-party programs.
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