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David B

Series 63, Series 66

Yorkville, IL

OSAIC

David Bucciferro is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with OSAIC since 2024, following a 23-year tenure at Woodbury Financial Services. He is also the owner of DFB United Financial, LLC, where he sells fixed annuities and traditional life insurance products as an independent insurance agent. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach includes model-based asset allocation and portfolio optimization, providing advisors with discretionary management options and access to third-party managers and proprietary investment models.

Annuities Private / alternative investments
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Lucas F

Series 66

Yorkville, IL

Edward Jones

Lucas Fisher is a financial advisor at Edward Jones in Yorkville, IL, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining Edward Jones, he worked in various roles including positions at Superior Beverage and attended Iowa State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large 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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Connor L

Series 66

Aurora, IL

Edward Jones

Connor Longust is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, LLC, Leelyn Smith, LLC, Fifth Third Bank, Bloomington Normal Water Reclamation District, and Illinois State University. He is based in Aurora, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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