Chicago, IL Office

John Shankland is a financial advisor at OSAIC based in Chicago, IL, with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Securities America Advisors, Inc. for 16 years and SECURITIES AMERICA, inc. for 33 years. Outside of his advisory role, he also works as a mortgage consultant, helping clients understand residential mortgages. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisors, utilizing various asset allocation tools and third-party platforms to construct and manage portfolios.

Joshua Koblin is a Series 66-licensed financial advisor with one year of industry experience. He is currently with OSAIC Wealth Inc and Continuum Consulting Group and has held roles at multiple firms since 2021. Outside of his advisory work, he has been involved with ice arenas and youth education programs. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm offers a range of brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to manage portfolios across various asset classes.

Peter Farina is a CFA® credentialed financial advisor with 39 years of industry experience. He is currently with OSAIC, joining in 2023, and previously worked at SagePoint Financial for ten years, as well as holding roles at Payant Financial Services, Inc. and Thrivent Investment Management Inc. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using tools such as asset-allocation models and automated rebalancing to manage diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Avery Royer is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Keyes & Associates. Outside of his advisory roles, he is involved with Allied Printing Resources. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm combines brokerage and investment advisory services with technology-driven portfolio construction and offers access to third-party money managers and managed-account solutions.

Nancy Herring is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining OSAIC in 2023, she worked at FSC Securities Corporation for 12 years. Outside of her advisory role, she serves as Treasurer for the Chicago Artists Coalition, a nonprofit organization that supports emerging artists in Chicago. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Christopher Amon is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. Prior to joining OSAIC, he spent 19 years with Lincoln Financial Advisors Corp. In addition to his advisory role, Amon is involved in insurance services through ownership and agency positions, offering various insurance products including accident, health, disability, and life insurance. OSAIC Wealth, Inc. serves a broad range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a variety of advisory platforms and tools to construct diversified portfolios and offers integrated brokerage, investment advisory, and financial planning services.

John Polachek is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with SagePoint Financial, Inc. for 14 years. Outside of his advisory work, he is also licensed as an insurance agent. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple platforms, offering brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs asset-allocation tools and portfolio management strategies that include a variety of investment types and third-party solutions.