Davis Rieman Jr. is a CFP® with 39 years of industry experience, currently serving at OSAIC since 2023. His prior roles include positions at Sagepoint Financial, Inc. and American General Securities Incorporated. He is also a principal at Epic Insurance Brokers, managing staff for individual and employee benefits insurance consultation and placement. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation, portfolio optimization, and a range of customizable strategies supported by various tools and third-party managers.

Peter Hatzakos is a financial advisor at Osaic Wealth Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at HSBC Bank USA and HSBC Securities (USA) Inc. He is also involved in a sole proprietorship financial advisory practice that includes discussions of insurance from a planning standpoint. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services across various programs, including comprehensive financial planning and managed portfolio solutions. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by risk assessment tools and offers access to multiple asset management strategies and third-party platforms.

Timothy Donovan is a financial advisor at Osaic with 43 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors Corporation for 27 years. Donovan is involved as an agent offering disability income insurance, fixed annuities, traditional life insurance, and fixed life settlements. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation, portfolio optimization, and access to a range of investment programs and third-party managers.