Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

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.

Annuities Private / alternative investments
user avatar
firm logo

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.

Annuities Private / alternative investments
user avatar
firm logo

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.

Annuities Private / alternative investments
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”)