Chicago, IL West Higgins Road Office

Christopher Fasano is a financial advisor at OSAIC with 22 years of industry experience. He holds the Series 66 credential and previously spent 21 years at Lincoln Financial Advisors. Outside of his advisory role, he is an insurance agent offering various types of coverage including accident and health, disability, long-term care, and life insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party money manager strategies.

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 for Lincoln Financial Advisors Corporation for 27 years. Schultz also owns a financial planning business operating as an LLC. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by a complex affiliate network and private-equity ownership.

Richard Scheele is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for nine years. Outside of his role at OSAIC, Scheele is a partner and manager at The Next Level Planning Group, LLC, where he participates in strategic decision-making and operational management. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supporting various account types and investment strategies across its affiliated broker-dealer and RIA networks.

Nicholas Demarco is a financial advisor at OSAIC in Chicago, IL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Strategic Private Advisory Group and Kem Krest, as well as four years dedicated to full-time education. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services such as financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies including discretionary Unified Managed Accounts and third-party manager selection.

Patricia O'connor is a financial advisor at OSAIC with 22 years of industry experience. She holds the ChFC® and Series 63 designations. Her prior roles include positions at Lincoln Financial Advisors Corporation, Mass Mutual Investors Services, MetLife Securities Inc., New England Securities, and Nelico/Rabjohns Financial Group. She also operates as an independent insurance agent specializing in dental and group disability income, life and health insurance, and Medicare-related products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment approach with asset allocation and portfolio optimization tools, supporting discretionary strategies, third-party managers, and proprietary models.

Adam Stock is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Advisors and Merrill. Outside of his advisory role, he serves as president of Rising Stock, Inc., a consulting and training company, and holds board positions with a religious organization and a private school. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across various financial programs. The firm's investment approach focuses on model-based asset allocation and portfolio optimization, with access to discretionary and third-party managed strategies.

Michael May is a CFP® and ChFC® with 37 years of industry experience. He has worked at OSAIC since 2025, following a 27-year tenure at Lincoln Financial Advisors Corporation. Outside of his advisory work, he serves as a guardian for a special needs cousin and acts as durable power of attorney for a family member in assisted living. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, with a range of managed account options and third-party manager selections.

Amy Sloma is a financial advisor at OSAIC with 22 years of industry experience. She previously spent 28 years at Lincoln Financial Advisors Corporation. Outside of her advisory work, she owns and manages ARS Point of Sale, Inc., a small business. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party management strategies.

Anthony Derose is a financial advisor at Osaic with 14 years of industry experience. He holds the Series 66 designation and previously spent 13 years with Lincoln Financial Advisors. Outside of his advisory role, he is involved in insurance sales and service through DEROSE FPG LLC, focusing on health insurance and various annuity and life insurance products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments, and it is notable for its scale, recent consolidation activity, and complex affiliate network.

Sarah Bourdon is a financial advisor at OSAIC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Lincoln Financial Advisors and Summit Financial. Outside of her advisory role, she is also employed as a bartender at Moe's Cantina in Chicago. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization, providing various managed account programs and third-party investment options.

Jerry Michaels is a financial advisor at OSAIC with Series 63 and Series 65 licenses and 59 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. Michaels serves as a trustee of an irrevocable family trust. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and multi-advisor platform.

Joshua Markowitz is a financial advisor at Osaic Wealth with 21 years of industry experience. He holds a Series 66 designation and previously spent 20 years with Lincoln Financial Advisors. Outside of his advisory role, he is a partner and financial planner at The Next Level Planning Group, where he provides leadership and client services. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supporting a variety of strategy implementations and client-specific restrictions.

Karen Derose is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Advisors Corporation for 29 years. In addition to her advisory role, she owns Fab5 Consulting, where she provides consulting services to the financial services industry on fee-based financial planning practices. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Andrew Coleman is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Osaic since 2025. He previously worked for Lincoln Financial Advisors for 13 years. In addition to his advisory role, Coleman is involved with The Next Level Planning Group, where he provides financial advice and sells fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach supported by portfolio optimization tools and offers a wide range of brokerage and advisory services through a multi-advisor platform.

Stephen Lerner is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for nine years. Outside of his advisory role, he also works as a financial planner at The Next Level Planning Group, where he supports senior planners and assists with high-net-worth client relationships. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with various tools and strategies to serve individual investors, retirement plans, charities, and corporate clients.