Fairview Village, PA Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

3

Of 7,828 advisors across 3,562 offices

Location

Fairview Village PA

Advisors at this office

3

Advisors at this office

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Jessica S

Series 63, Series 66

Fairview Village, PA

OSAIC

Jessica Skelton is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked with Securities America Advisors, H. Beck, Inc., and Campisi Financial Network. Outside of her advisory role, she owns Ingredients for Wellness, LLC, where she provides holistic health coaching focused on stress reduction through mindfulness strategies. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joseph C

CFP®, Series 63, Series 65

Fairview Village, PA

OSAIC

Joseph Campisi is a financial advisor at OSAIC with 35 years of industry experience. He holds the CFP® designation and worked previously at Securities America Advisors and H.Beck Inc. He is also president of Campisi & Campisi, Inc., an accounting and tax firm he founded in 1991, and serves as a trustee of the Campisi Family Trust. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct portfolios that range from stocks and bonds to alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Byron L

CFP®, Series 63

Fairview Village, PA

OSAIC

Byron Leach is a CFP® with 14 years of experience in the financial services industry. He is currently with OSAIC and has prior experience at Securities America Advisors and H.Beck, Inc. Outside of his advisory role, he is employed as a CPA at Campisi & Campisi Inc., an accounting and tax preparation firm. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment solutions, including access to third-party money managers and automated portfolio management tools.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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