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James S
Series 63, Series 65
Burr Ridge, IL
OSAIC
James Shannon is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Woodbury Financial Services, Credit Suisse Securities, and Lehman Brothers. Shannon serves as an advisory board member for Misericordia Home, a nonprofit supporting individuals with developmental disabilities. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment approach, portfolio optimization tools, and a multi-advisor platform.
Eric N
Series 63, Series 65
Burr Ridge, IL
OSAIC
Eric Nelson is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and The Pension Specialists. Nelson serves in the US Army Reserves and is involved in processing life insurance applications as part of an insurance practice. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a variety of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and support for discretionary and advisor-managed strategies.
Brian H
Series 66
Burr Ridge, IL
OSAIC
Brian Hynes is a financial advisor at OSAIC with a Series 66 designation and 16 years of industry experience. He worked at Woodbury Financial Services from 2010 to 2024 before joining OSAIC. Outside of advising, Hynes serves as the head basketball coach at Marist High School and teaches finance and accounting at Moraine Valley College. He is also a board member of The Andrew Weishar Foundation, a charity focused on cancer fundraising. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by risk-tolerance analysis and rebalancing tools.
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