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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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Paul M

Series 66

Highland, IN

Edward Jones

Paul Marconi is a financial advisor at Edward Jones with two years of industry experience. He previously worked at Raymond James and has a background that includes roles at Preferred Medical Systems, Cintas, and Marconi Baking Company. Marconi serves as a subcommittee member on budgetary and vendor contract committees for the Birchwood Farms Home Owners Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary managed strategies. The firm is notable for its large network of advisors and branch offices, affiliated investment capabilities, and operation under a fiduciary standard.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management Charitable giving & philanthropy Retired Founder/Business Owner Executive Religious/faith focused Values-based investing
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Sean J

Series 63, Series 66

Orland Park, IL

Fidelity

Sean Jones is a Financial Consultant currently working with Fidelity Investments. He has been in this role since 2024, having previously served as an Investment Consultant at Fidelity Investments earlier the same year. Prior to joining Fidelity Investments, Sean worked as a Financial Advisor at Northwestern Mutual from 2021 to 2024. Sean's professional experience spans financial consulting and investment advising, where he collaborates with clients to navigate financial decisions. He emphasizes teamwork with clients to address their financial needs and goals. Outside of his professional work, Sean has interests in baseball, fitness, football, golf, and traveling.

Wealth management
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Jennifer C

Series 66

Tinley Park, IL

Merrill

Jennifer Cousart is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Axelon, and RoundPoint Mortgage Company. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
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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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Carol S

Series 63, Series 65

Orland Park, IL

Cetera

Carol Steele is a financial advisor at Cetera with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera since 2018. Prior to this, she spent 15 years at Invest Financial Corporation and has a concurrent role as First Vice President at Marquette National Bank, where she oversees retail banking and the wealth management program. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across multiple program structures.

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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Sharon E

Series 63, Series 66

Chicago, IL

J.P. Morgan Securities

Sharon Edgerton is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various JPMorgan entities since 2013. 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. The firm delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Stacey D

CFP®, Series 63, Series 65

Orland Park, IL

Fidelity

Stacey Decker is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2016. Prior to this role, she worked as a Financial Solutions Advisor at Merrill Lynch from 2014 to 2016 and as a Financial Advisor at Riverside Financial from 2012 to 2014. In her current role, Stacey plays an active role in educating clients on retirement planning, including income and investment strategies. Her professional experience encompasses comprehensive financial consulting aimed at assisting clients in planning their retirement effectively. Outside of her professional career, Stacey is involved in activities such as hiking, military service, outdoor adventures, parenthood, reading, and volunteering.

General retirement planning Retirement income strategy Income planning Wealth management Parents
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Jeffrey N

Series 63, Series 65

Orland Park, IL

Primerica Advisors

Jeffrey Nabicht is a financial advisor with Primerica Advisors in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Primerica Advisors since 2013 and previously spent 11 years with Heine Mccarthy. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Alan S

CFP®, Series 63

Highland, IN

Cetera

Alan Swingler is a CFP® with 42 years of experience in the financial services industry. He has been with Cetera since 2014 and has worked at Cetera Investment Services since 2004. He also has over 30 years of experience at Centier Bank. Outside of his advisory role, he serves on the pension committee of ARC Bridges Inc. and volunteers by evaluating student essays for a stock market educational program. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

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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James B

PFS™, Series 63, Series 65

Oak Forest, IL

Cetera

James Buiter is a financial advisor with Cetera Wealth Services, LLC, holding the PFS™ designation and Series 63 and 65 licenses, with 29 years of industry experience. His prior roles include positions at Avantax Investment Services, American Trust Investment Services, and Chicago Capital Management Advisors. Buiter is also the owner and CEO of Global Communications and Associates, Inc., and serves as the Clerk of Crete Township, Illinois, where he manages board meeting minutes and local government contracts. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, providing access to affiliated and third-party managers via multiple 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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Rosario P

Series 63, Series 65

Orland Park, IL

STIFEL

Rosario Petrizzo is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 44 years of industry experience. He worked at RBC Capital Markets from 2008 to 2017 before joining Stifel Nicolaus & Co Inc, where he has been since 2017. Petrizzo serves as Vice President of the Disabled Patriot Fund, a nonprofit organization assisting local U.S. veterans and their families. Stifel serves a diverse client base including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm employs proprietary investment methodologies developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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Steven H

Series 63, Series 66

Orland Park, IL

Wells Fargo Clearing

Steven Harrison is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Fifth Third Securities, BMO Harris Financial Advisors, and Fidelity Brokerage Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and uses research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.

Retired Founder/Business Owner
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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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James W

Series 63, Series 65

Chicago Heights, IL

Cetera

James Weissman is a financial advisor at Cetera with 38 years of industry experience. His career includes long-term roles at Avantax Investment Services and Avantax Advisory Services, as well as involvement with Butterscotch Foxx LLC. Outside of advising, he is a Reiki Master-Teacher and participates in photography through his minority ownership in a small media business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a range of investment management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

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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Anthony H

Series 63, Series 65

Orland Park, IL

Cetera

Anthony Harris is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 24 years of industry experience. He has been associated with Cetera since 2013 and owns The Harris Group, LLC, a financial services business that provides investment advisory services and offers fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering various portfolio management and financial planning services, supported by a large network of advisors and substantial assets under management.

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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Denis C

CFP®, Series 66

Orland Park, IL

OSAIC

Denis Conlon is a CFP® with 25 years of industry experience. He currently works at OSAIC and has held prior roles at Securities America Advisors, SSN Advisory, and Opus Wealth Partners. Outside of his advisory work, Conlon is an Enrolled Agent who prepares basic tax returns for select clients and family members. OSAIC serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios tailored to client needs.

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 B

Series 63, Series 65

Hickory Hills, IL

Cetera

Michael Breslin is a financial advisor with Cetera in Hickory Hills, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Cetera since 2018 and previously spent over two decades at INVEST Financial Corp. Breslin is also affiliated with Marquette Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

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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Michael M

Series 63, Series 65

Orland Park, IL

LPL Enterprise

Michael Minnis is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities LLC. Minnis serves as a trustee and power of attorney for several family trusts. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a broad range of brokerage and insurance products.

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