Stuart, FL Office

Davis Rieman Jr. is a CFP® professional with 39 years of industry experience, currently affiliated with OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for 14 years. In addition to his advisory role, he is a principal at Epic Insurance Brokers, managing staff for individual and employee benefits insurance consultation and placement. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-assessment methodologies, and access to third-party money managers and wrap programs.

Peter Hatzakos is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 65 designations. He has 24 years of industry experience, including four years at HSBC Bank USA, N.A. Prior to joining Osaic in 2020, he worked in various financial advisory roles. Outside of his advisory duties, he is involved in managing rental properties jointly owned with his spouse. Osaic Wealth, Inc. serves a diverse client base ranging from individual and high-net-worth investors to pension plans and corporations. The firm offers brokerage and investment advisory services through a large network of advisors, employing asset-allocation tools and automated rebalancing to manage portfolios that include a variety of investment products.

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. Outside of his advisory role, Donovan serves as a director of Familywealth Management Group LLC, which focuses on financial planning and asset management. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing a variety of portfolio construction tools and third-party solutions to meet client needs.