Christopher Fasano is a financial advisor at OSAIC with 21 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 21 years. In addition to his advisory role, he is also an insurance agent offering various insurance products including accident, health, disability, and life insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction using a range of investment products and third-party platforms.

William Schultz is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation for 27 years. He is also the owner of a financial planning business operating as an LLC. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers comprehensive brokerage and advisory services, utilizing asset-allocation tools and third-party managers to tailor portfolios across various asset classes.

Richard Scheele is a financial advisor at Osaic with nine years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Lincoln Financial Advisors Corporation for a combined total of 13 years. Scheele is also a partner and manager at The Next Level Planning Group, LLC, where he participates in high-level strategic decision-making and operational management. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Nicholas Demarco is a financial advisor with OSAIC in Chicago, IL. He holds a Series 66 designation and has recently entered the industry, beginning his advisory career in 2024 following a period in full-time education. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party model and managed-account solutions.

Patricia O’Connor is a financial advisor at OSAIC with 22 years of industry experience. She holds the ChFC® and Series 63 credentials. Her prior experience includes roles at Lincoln Financial Advisors Corporation, Mass Mutual Investors Services, MetLife Securities Inc., New England Securities, and Nelico/Rabjohns Financial Group. In addition to advisory work, she is an independent insurance agent specializing in dental and group disability income, fixed annuities, life and health products, and Medicare-related products. OSAIC serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes various tools and platforms to construct portfolios with a wide range of investment options and provides access to third-party money managers and managed-account solutions.

Adam Stock is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 23 years. Outside of his advisory role, he serves as president of Rising Stock, Inc., a leadership and coaching company, and holds board positions at Beth Emet Synagogue and Chiaravalle Montessori School. OSAIC serves a diverse client base including individual and institutional investors, offering brokerage and advisory services supported by various investment platforms and tools. The firm employs asset-allocation strategies and risk management methods to construct portfolios across multiple asset classes.

Michael May is a financial advisor at Osaic with 37 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 27 years. In addition to his advisory role, he serves as a power of attorney for a family member in assisted living and is the guardian for a special needs cousin. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Amy Sloma is a financial advisor with Osaic Wealth, Inc. based in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for 28 years before joining Osaic in 2025. Outside of her advisory role, she owns and operates a small retail business. Osaic Wealth, Inc. 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 through a large network of affiliated advisers, employing asset-allocation tools and multiple investment platforms to manage portfolios that include a wide range of securities and alternative investments.

Anthony Derose is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 13 years. In addition to his advisory role, he is involved in the insurance sector through DeRose FPG LLC, where he conducts sales and service of various insurance products including health, disability, annuities, and life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and platforms, offering integrated brokerage and advisory services along with access to third-party money managers and unified managed accounts. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple asset classes, managed on both discretionary and non-discretionary bases.

Sarah Bourdon is a financial advisor with OSAIC based in Chicago, IL, holding a Series 66 designation and seven years of industry experience. She previously worked at Lincoln Financial Advisors and has been involved with The Next Level Planning Group since 2018. Outside of advising, she works part-time as a bartender at Moe's Cantina. OSAIC serves both retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools and automated rebalancing to manage diversified portfolios including stocks, bonds, and alternative investments.

Jerry Michaels is a financial advisor at OSAIC with 58 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors Corporation for 27 years. Outside of advising, he acts as a trustee for a family irrevocable trust. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charities. The firm offers integrated brokerage and advisory services with a variety of portfolio management options and uses multiple proprietary and third-party tools to construct and manage client portfolios.

Joshua Markowitz is a Series 66-licensed financial advisor at Osaic with 20 years of industry experience. He previously spent two decades with Lincoln Financial Advisors before joining Osaic in 2025. Markowitz is also a partner and financial planner at The Next Level Planning Group, where he provides leadership and management services. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers and advisory platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios, offering integrated brokerage and advisory services along with access to third-party money managers and wrap programs.

Karen Derose is a financial advisor with OSAIC in Chicago, IL, holding Series 63 and Series 65 credentials and having 30 years of industry experience. She worked at Lincoln Financial Advisors Corporation for 29 years before joining OSAIC in 2025. Outside of her advisory role, she owns Fab5 Consulting, providing consulting services on building and maintaining fee-based financial planning practices. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Andrew Coleman is a CFA® charterholder and holds the Series 63 license, with 14 years of industry experience. He currently works at OSAIC since 2025 and previously spent 13 years at Lincoln Financial Advisors. Outside of his advisory role, he is involved with The Next Level Planning Group, where he provides financial advice and sells life insurance and annuities. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a range of investment tools and third-party platforms to manage portfolios across various asset classes.

Stephen Lerner is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at OSAIC since 2025 and previously spent nine years at Lincoln Financial Advisors. Outside of his advisory role, Lerner is involved with The Next Level Planning Group as a financial planner, supporting senior planners and assisting with financial plan preparation for high-net-worth clients. OSAIC serves a diverse client base including individuals, institutional investors, and charitable organizations through a wide network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Benjamin Merrill is a CFP®-designated financial advisor with seven years of industry experience. He is currently with OSAIC and previously worked at Lincoln Financial Advisors and The Next Level Planning Group, where he also serves as Director of Operations. Outside of his advisory role, he provides executive coaching and leads a forum for Christian CEOs and executives through his own leadership development company. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services supported by firm-provided tools and multiple third-party platforms. The firm’s complex corporate structure includes various mergers and private-equity ownership, with a wide array of investment solutions and advisory programs.

Thomas Kedzie is a financial advisor at OSAIC with 27 years of industry experience. He previously worked for Lincoln Financial Advisors for 23 years prior to joining OSAIC in 2025. Kedzie holds Series 63 and Series 65 licenses and also operates RetireWell LLC, offering fixed insurance products including health insurance and annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, providing integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary management with access to a wide range of investment products.

Nina Maria Florczyk is a CFP® professional with eight years of industry experience, currently advising at OSAIC since 2025. She previously worked seven years at Lincoln Financial Advisors and has experience at Boyer & Sappenfield Investment Advisors, Stifel Financial, and Eastern Illinois University. Outside of her advisory role, she is a financial planner for DEROSE FPG LLC, providing advice on financial independence, insurance, investments, and estate planning. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various tools such as asset-allocation models and automated rebalancing, managing portfolios with diverse investment options on discretionary or non-discretionary bases.

Robert Smith is a financial advisor at Osaic Wealth, Inc. based in Chicago, IL, holding the CFP® and CFA® designations with 39 years of industry experience. Prior to joining Osaic in 2025, he spent 29 years at Lincoln Financial Advisors Corporation. Smith also sells and services a range of insurance products, including annuities, life insurance, and long-term care insurance. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and legacy programs.

Michael Perlman is a financial advisor at OSAIC with 27 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 26 years and is also associated with Silver, Lerner, Schwartz & Fenter. Outside of his advisory role, he owns FoodieCPA, providing financial consulting services to the restaurant industry, and serves as Director of Finance at Stefani Group, overseeing accounting and financial reporting. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various asset-allocation tools and supports a wide range of investment options, including third-party managed accounts and model portfolios.

Michael Magnuson is a financial advisor with OSAIC based in Chicago, IL, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He worked at Lincoln Financial Advisors for 22 years before joining OSAIC in 2025. In addition to his advisory role, Magnuson operates a tax preparation practice and offers insurance products including disability, long-term care, annuities, and life insurance through his own firm, Magnuson Wealth Management. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and third-party managers to construct portfolios across a range of investment types on both discretionary and non-discretionary bases.

Andrew Lisi is a CFP®-certified financial advisor with nine years of industry experience, currently with OSAIC in Chicago, IL. He previously worked at Lincoln Financial Advisors Corporation and Northwestern Mutual, among other firms. Outside of his advisory role, Lisi is involved in voice acting and serves as an outsourced executive pastor for churches across the U.S. OSAIC serves a wide range of retail and institutional clients, providing integrated brokerage, investment advisory services, and financial planning through a large network of affiliated advisors and platforms. The firm employs advanced asset-allocation tools and third-party services to manage diversified portfolios on both discretionary and non-discretionary bases.

Rick Shapiro is a financial advisor at OSAIC with 40 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Axa Advisors, Llc. He holds a Series 63 designation and is also active as an insurance agent, offering fixed insurance products including fixed and indexed annuities, accident, health, and traditional life insurance. OSAIC serves a diverse client base ranging from individual investors to large institutional entities, providing a broad array of brokerage and advisory services through its extensive network of affiliated advisors and multiple platforms. The firm employs advanced asset-allocation tools and offers access to managed portfolios and third-party money managers.

Craig Flagg is a financial advisor with OSAIC in Chicago, IL, holding Series 63 and Series 65 designations and having 32 years of industry experience. He previously worked at Lincoln Financial Advisors for 15 years. Outside of his advisory role, Flagg is involved in insurance services and owns legal entities managing real estate rental properties. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to third-party money managers through multiple advisory platforms. The firm employs various investment tools and supports both discretionary and non-discretionary account management options.

Paul Nick is a financial advisor with OSAIC in Chicago, IL, holding the ChFC® designation and Series 63 license. He has 49 years of industry experience, including 27 years at Lincoln National Life Insurance Company and Lincoln Financial Advisors Corporation. Outside of his advisory role, he serves as trustee for several family trusts and manages financial affairs under a family member’s power of attorney. OSAIC serves a broad client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services along with access to multiple investment platforms and third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Ross Meitin is a financial advisor with OSAIC in Chicago, IL, holding a Series 66 designation and 23 years of industry experience. He previously worked at Lincoln Financial Advisors for 23 years before joining OSAIC in 2025. Meitin is also an insurance agent offering various health and life insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of advisers, providing integrated brokerage and advisory services. The firm employs asset-allocation tools and third-party managed account platforms to build portfolios tailored to client risk tolerances and investment restrictions.

Nicholas De Rose is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors for seven years. Outside of his advisory role, he is a partner in DeRose FPG LLC, providing financial planning and insurance product consultation, and serves as trustee for a family gift trust. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of advisers. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to manage portfolios across a wide range of investment types.

Howard Bushnell is a CFP® with 24 years of industry experience. He currently works at OSAIC and previously spent 23 years at Lincoln Financial Advisors. In addition to his advisory role, he is licensed to offer term life insurance and fixed/indexed annuities. 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 advisory services with access to multiple platforms, third-party managers, and employs various portfolio construction tools such as asset-allocation and risk-tolerance assessments.

Helen Rancich is a financial advisor with OSAIC based in Chicago, IL, holding Series 63 and Series 65 licenses with 37 years of industry experience. She worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. OSAIC serves a broad mix of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation, risk assessment, and access to third-party money managers and wrap programs.

Aaron Harkavy is a financial advisor at OSAIC with 36 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 36 years before joining OSAIC in 2025. In addition to his advisory role, he is licensed as an insurance agent offering disability, fixed annuity, and traditional insurance products. 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 through a network of affiliated advisors, utilizing asset-allocation tools and third-party platforms to construct and manage diversified portfolios across various asset classes.