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Frank P
Series 63, Series 65
Orland Park, IL
Strategic Investment Solutions, Inc.
Frank Pavlica is a financial advisor at Strategic Investment Solutions, Inc. with 40 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2018 and has been with Strategic Investment Solutions since 2009. In addition to his advisory work, Pavlica operates Frank J. Pavlica CPA Ltd, providing tax preparation, accounting, and bookkeeping services. He also serves on the board of directors for Cornerstone National Bank & Trust Company. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, and trustees with discretionary portfolio management and model portfolio programs. The firm’s investment approach emphasizes diversified, largely passive, long-term investments guided by Modern Portfolio Theory and the Efficient Markets hypothesis.
James V
Series 63, Series 65, Series 66
Orland Park, IL
Strategic Investment Solutions, Inc.
James Viktora is a financial advisor at Strategic Investment Solutions, Inc. with 12 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Strategic Investment Solutions in 2026, Viktora worked at PayEntry, Paychex, Bank of America, N.A., and Merrill. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, and trustees. The firm utilizes a diversified, largely passive investment approach grounded in Modern Portfolio Theory and the Efficient Markets hypothesis, offering discretionary portfolio management and proprietary model portfolios including those incorporating Dimensional Fund Advisors research.
Kevin K
Series 65
Orland Park, IL
Strategic Investment Solutions, Inc.
Kevin Kessenich is a Series 65-licensed advisor at Strategic Investment Solutions, Inc. with five years of industry experience. He previously worked at Desmond & Ahern for 13 years and serves as Secretary of JCK Farms, a family-owned farming business. Strategic Investment Solutions is an SEC-registered firm serving individuals, pension and profit-sharing plans, and trustees with discretionary portfolio management and model portfolio programs. The firm employs a largely passive, diversified investment approach based on Modern Portfolio Theory and the Efficient Markets hypothesis.
Trent O
Series 66
Orland Park, IL
Strategic Investment Solutions, Inc.
Trent Overzet is a financial advisor with Strategic Investment Solutions, Inc. He holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at Forum Financial Management, LP, LPL Financial, LLC, Purshe Kaplan Sterling Investments, and Charles Schwab & Co., Inc. Outside of advising, he is involved in tax preparation services through Robert Byrns EA. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, and trustees. The firm provides discretionary portfolio management and model portfolio programs using a diversified, largely passive investment approach based on Modern Portfolio Theory and the Efficient Markets hypothesis.
David M
CFP®, Series 66
Orland Park, IL
Strategic Investment Solutions, Inc.
David Matuszak is a CFP®-certified financial advisor with 13 years of industry experience, currently practicing at Strategic Investment Solutions, Inc. in Orland Park, IL. His prior roles include positions at Forum Financial Management, Jones Lang Lasalle, The Huntington Investment Company, and BMO Harris Financial Advisors. He is also involved in fixed insurance sales as an outside business activity. Strategic Investment Solutions serves individuals, pension and profit-sharing plans, and trustees by providing discretionary portfolio management and model portfolio programs. The firm incorporates research and institutional funds from Dimensional Fund Advisors into its investment approach, which emphasizes diversified, largely passive, long-term investments based on Modern Portfolio Theory and the Efficient Markets hypothesis.
Colin K
Series 63, Series 65
Orland Park, IL
Strategic Investment Solutions, Inc.
Colin Kelly is a financial advisor with Strategic Investment Solutions, Inc. in Orland Park, IL, holding Series 63 and Series 65 licenses and offering 31 years of industry experience. His prior work includes positions at Purshe Kaplan Sterling Investments, LPL Financial Corporation, and Waterstone Financial Group. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, and trustees. The firm provides discretionary portfolio management and model portfolio programs that incorporate Modern Portfolio Theory and the Efficient Markets hypothesis, emphasizing diversified, largely passive, long-term investments.
Ayman S
Series 65
Orland Park, IL
Strategic Investment Solutions, Inc.
Ayman Saidi is a financial advisor at Strategic Investment Solutions, Inc. with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Purshe Kaplan Sterling Investments and LPL Financial. He maintains an ownership and management role at Strategic Investment Solutions. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, and trustees. The firm provides discretionary portfolio management and model portfolio programs, utilizing a diversified, largely passive investment approach based on Modern Portfolio Theory and the Efficient Markets hypothesis.
Douglas S
CFP®, Series 66
Orland Park, IL
Strategic Investment Solutions, Inc.
Douglas Stepansky is a CFP® with 26 years of experience in the financial industry. He is currently affiliated with Strategic Investment Solutions, Inc., where he has worked for 16 years, and has held prior roles at Purshe Kaplan Sterling Investments, LPL Financial, Waterstone Financial Group, and Heritage Capital Management. He serves as a board member of the Orland Park Police Pension Board, providing oversight of the pension fund’s investments and administration. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, and trustees with discretionary portfolio management and proprietary model portfolios. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and the Efficient Markets hypothesis, incorporating institutional research and funds from Dimensional Fund Advisors.
Robert B
CFP®, Series 63, Series 65
Orland Park, IL
Strategic Investment Solutions, Inc.
Robert Byrns is a Certified Financial Planner (CFP®) with 36 years of industry experience. He is affiliated with Strategic Investment Solutions, Inc., where he has worked since 2005. His prior experience includes roles at Purshe Kaplan Sterling Investments, LPL Financial, and Cetera. Outside of advisory work, he engages in tax preparation and accounting services through his related business activities. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, including high-net-worth clients, pension plans, and trustees. The firm provides discretionary portfolio management with an investment approach based on Modern Portfolio Theory and the Efficient Markets hypothesis, employing diversified, primarily passive, long-term strategies combined with proprietary model portfolios.
Alexandra N
Series 65
Orland Park, IL
Strategic Investment Solutions, Inc.
Alexandra Nelson is a financial advisor at Strategic Investment Solutions, Inc. with three years of industry experience. She holds a Series 65 designation and previously worked at Price Waterhouse Coopers and Northern Illinois University. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans and trustees. The firm provides discretionary portfolio management and model portfolio programs, using a diversified, largely passive, long-term investment approach based on Modern Portfolio Theory and the Efficient Markets hypothesis.
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