Jodi Bukowski is a financial advisor at Osaic with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at SagePoint Financial, Eagle Strategies (NY Life), and New York Life Insurance Company. Outside of her advisory work, she serves as Fundraising Chair for the Wyomissing Swim Team and is a board member of the Wyomissing Area Education Foundation. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with portfolio management tools and access to third-party money managers, supporting both discretionary and non-discretionary account management.

Steven Hofmann is a financial advisor with Osaic Wealth, Inc. in Reading, PA, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at SagePoint Financial, Eagle Strategies, Grandview Financial Partners, and New York Life affiliates. Hofmann serves on the Endowment Committee of Hawk Mountain Council BSA and is a board member of the Hofmann Family Foundation. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large affiliated adviser network. The firm offers integrated brokerage, advisory services, financial planning, and utilizes firm-provided asset-allocation tools with access to multiple investment platforms and third-party managers.

Steve Reiter is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for SagePoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of advising, he spends time on life and long-term care insurance sales and owns a real estate holding company that manages his business office property. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services. The firm employs various portfolio construction tools and third-party platforms to provide investment solutions tailored to client needs.