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Brian H

Series 66

Burr Ridge, IL

OSAIC

Brian Hynes is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Inc. Outside of his advisory role, Hynes is a head basketball coach at Marist High School and a professor of finance and accounting at Moraine Valley College. He also serves on the board of a charitable foundation focused on raising funds for cancer research. 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 offers integrated brokerage and advisory services using a variety of investment tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

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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Amanda T

Series 66

Plainfield, IL

Edward Jones

Amanda Trizzino is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Alyssa O

Series 66

Naperville, IL

Fidelity

Alyssa O'Brien is an Investment Consultant with experience in financial planning and client services. She has worked as a Planning Consultant at Fidelity Investments from 2023 to 2025, and previously held roles as an Associate Advisor at Allworth Financial from 2021 to 2023, and as a Client Associate at Ceres Wealth from 2020 to 2021. In her approach to financial planning, Alyssa focuses on assisting clients in achieving success in their financial journeys by providing excellent client service and leveraging her resources and team to create tailored financial plans. She emphasizes educating clients on their plans to help them understand financial concepts and better prepare for retirement. Outside of her professional work, Alyssa enjoys board games, fitness activities, social events with friends, puzzles, and traveling.

General retirement planning Retirement income strategy Income planning Financial Professional
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John S

Series 63, Series 66

Plainfield, IL

Edward Jones

John Schimanski is a financial advisor at Edward Jones in Plainfield, IL, holding Series 63 and Series 66 registrations with 17 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Vanessa C

Series 66

Montgomery, IL

J.P. Morgan Securities

Vanessa Carrillo is a financial advisor at J.P. Morgan Securities with one year of advisory experience and a Series 66 designation. She has been with JPMorgan Chase Bank, N.A. since 2001. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, delivering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
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Les H

CFP®, Series 63, Series 65

Woodridge, IL

OSAIC

Les Hunzinger is a CFP® professional with 33 years of industry experience. He is currently with Osaic Wealth, Inc., having joined in 2023, and previously spent several years with Royal Alliance Associates. Hunzinger also owns Hunzinger & Co., where he provides tax and accounting services to investment clients. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm offers comprehensive brokerage and investment advisory services, combining proprietary asset-allocation tools and third-party solutions to manage 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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Gregg V

Series 66

Naperville, IL

LPL Financial

Gregg Vann is a financial advisor with LPL Financial in Naperville, IL, holding a Series 66 designation and 16 years of industry experience. He previously worked at James T. Borello & Co. for seven years before joining LPL Financial in 2018. Outside of advisory work, he is involved in tax preparation and accounting through Admiral Advisory Group. LPL Financial serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and offering access to research, model portfolios, and various investment strategies.

College savings (529s, UTMA, etc.)
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Matthew N

Series 63, Series 65

Lemont, IL

OSAIC

Matthew Nawrocki is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 designations and has 15 years of industry experience. His prior roles include positions at Guggenheim Funds Distributors, LLC, Royal Alliance Associates, Inc., and Alt Fund Distributors. Nawrocki also serves as a consultant to Bell & Associates and NobleMark Financial Strategies, assisting with investment models and market research. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools, risk questionnaires, and automated rebalancing to construct diversified portfolios across multiple 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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Michael M

Series 66

Naperville, IL

Fidelity

Michael Mousheh is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and various healthcare and education organizations. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non‑discretionary portfolios across a range of investment products.

Charitable giving & philanthropy Active portfolio management
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Mollie C

Series 66

Naperville, IL

Edward Jones

Mollie Cremens is a financial advisor at Edward Jones in Naperville, IL, holding a Series 66 designation with five years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving a diverse client base including individual, institutional, corporate, and charitable clients. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew D

Series 63, Series 65

New Lenox, IL

Edward Jones

Matthew Delestowicz is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Empathy Claims, Megent Financial, Cetera Advisors, and the Orland Fire Protection District. He is also involved with Delestowicz Financial LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jacob R

Series 66

Plainfield, IL

Thrivent Investment Management

Jacob Roberts is a financial advisor at Thrivent Investment Management with credentials including the Series 66 designation and one year of industry experience. His background includes roles at several churches between 2016 and 2025 and most recently at Resurgence Strength before joining Thrivent in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of financial planning topics, delivered through a network of financial advisors.

Business ownership considerations
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Michael B

Series 63, Series 65

Naperville, IL

Raymond James Financial

Michael Bishop II is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services since 1999. He also owns Brunnup Weldon Financial Group, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Nathen P

Series 63, Series 65

Naperville, IL

Raymond James & Associates

Nathen Pastorik is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GIS Benefits, Inc., Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, Princor Financial, and Principal Financial. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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William O

Series 63, Series 65

Willowbrook, IL

Cetera

William Omalley Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. Outside of his advisory work, he serves as Secretary of the Endowment Committee for Good Shepherd Church in Downers Grove, IL. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Gina M

Series 63, Series 66

Homer Glenn, IL

J.P. Morgan Securities

Gina Messina is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Merrill Lynch for 22 years and has been with J.P. Morgan and First Republic Investment Management since 2019. Outside of her advisory role, she assists with administrative tasks at Vista Realty Group LLC, a real estate company, on weekends. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations to deliver comprehensive investment services.

Wealth management Executive Founder/Business Owner
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Bradley T

Series 63, Series 65

Plainfield, IL

LPL Financial

Bradley Thompson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked at NEXT Financial Group and Nuvista Financial Services for a combined 24 years. He serves as a board member of the nonprofit The Learning Vine and is also involved in local politics as a precinct committeeman and poll watcher. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of advisory programs and services, including retirement plan consulting and model portfolio management, supported by in-house research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Thomas O

Series 63, Series 66

Lockport, IL

LPL Enterprise

Thomas Ogrady is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Principal Life Insurance, and Princor Financial Services. Outside of advisory work, he is a co-owner of Emerald Cube Properties and Smeauxk BBQ LTD, where he participates in monthly meetings as a passive investor. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services. The firm provides access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Jessica W

Series 66

Plainfield, IL

OSAIC

Jessica Wanek is a financial advisor with OSAIC and holds the Series 66 designation. She has 25 years of industry experience, having previously worked at FSC Securities Corporation and Waterstone Financial Group. Outside of her advisory role, she is president of W Financial Services, an insurance agency offering property and casualty coverage. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services with access to multiple third-party money managers and utilizes a range of asset-allocation tools and portfolio management approaches.

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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Nicola H

Series 66

Yorkville, IL

Fidelity

Nicola Hughes is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has prior experience at Bank of America, Merrill, and Wintrust Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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