Chicago, IL West Higgins Road Office

Christopher Fasano is a financial advisor at OSAIC with 21 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 21 years. In addition to his advisory role, he is also an insurance agent offering various insurance products including accident, health, disability, and life insurance. 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 provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction using a range of investment products and third-party platforms.

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 at Lincoln Financial Advisors Corporation for 27 years. He is also the owner of a financial planning business operating as an LLC. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers comprehensive brokerage and advisory services, utilizing asset-allocation tools and third-party managers to tailor portfolios across various asset classes.

Richard Scheele is a financial advisor at Osaic with nine years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Lincoln Financial Advisors Corporation for a combined total of 13 years. Scheele is also a partner and manager at The Next Level Planning Group, LLC, where he participates in high-level strategic decision-making and operational management. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Nicholas Demarco is a financial advisor with OSAIC in Chicago, IL. He holds a Series 66 designation and has recently entered the industry, beginning his advisory career in 2024 following a period in full-time education. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party model and managed-account solutions.

Patricia O’Connor is a financial advisor at OSAIC with 22 years of industry experience. She holds the ChFC® and Series 63 credentials. Her prior experience includes roles at Lincoln Financial Advisors Corporation, Mass Mutual Investors Services, MetLife Securities Inc., New England Securities, and Nelico/Rabjohns Financial Group. In addition to advisory work, she is an independent insurance agent specializing in dental and group disability income, fixed annuities, life and health products, and Medicare-related products. OSAIC serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes various tools and platforms to construct portfolios with a wide range of investment options and provides access to third-party money managers and managed-account solutions.

Adam Stock is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 23 years. Outside of his advisory role, he serves as president of Rising Stock, Inc., a leadership and coaching company, and holds board positions at Beth Emet Synagogue and Chiaravalle Montessori School. OSAIC serves a diverse client base including individual and institutional investors, offering brokerage and advisory services supported by various investment platforms and tools. The firm employs asset-allocation strategies and risk management methods to construct portfolios across multiple asset classes.

Michael May is a financial advisor at Osaic with 37 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 27 years. In addition to his advisory role, he serves as a power of attorney for a family member in assisted living and is the guardian for a special needs cousin. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Amy Sloma is a financial advisor with Osaic Wealth, Inc. based in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for 28 years before joining Osaic in 2025. Outside of her advisory role, she owns and operates a small retail business. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisers, employing asset-allocation tools and multiple investment platforms to manage portfolios that include a wide range of securities and alternative investments.

Anthony Derose is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 13 years. In addition to his advisory role, he is involved in the insurance sector through DeRose FPG LLC, where he conducts sales and service of various insurance products including health, disability, annuities, and life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and platforms, offering integrated brokerage and advisory services along with access to third-party money managers and unified managed accounts. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple asset classes, managed on both discretionary and non-discretionary bases.

Sarah Bourdon is a financial advisor with OSAIC based in Chicago, IL, holding a Series 66 designation and seven years of industry experience. She previously worked at Lincoln Financial Advisors and has been involved with The Next Level Planning Group since 2018. Outside of advising, she works part-time as a bartender at Moe's Cantina. OSAIC serves both retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools and automated rebalancing to manage diversified portfolios including stocks, bonds, and alternative investments.

Jerry Michaels is a financial advisor at OSAIC with 58 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors Corporation for 27 years. Outside of advising, he acts as a trustee for a family irrevocable trust. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charities. The firm offers integrated brokerage and advisory services with a variety of portfolio management options and uses multiple proprietary and third-party tools to construct and manage client portfolios.

Joshua Markowitz is a Series 66-licensed financial advisor at Osaic with 20 years of industry experience. He previously spent two decades with Lincoln Financial Advisors before joining Osaic in 2025. Markowitz is also a partner and financial planner at The Next Level Planning Group, where he provides leadership and management services. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers and advisory platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios, offering integrated brokerage and advisory services along with access to third-party money managers and wrap programs.

Karen Derose is a financial advisor with OSAIC in Chicago, IL, holding Series 63 and Series 65 credentials and having 30 years of industry experience. She worked at Lincoln Financial Advisors Corporation for 29 years before joining OSAIC in 2025. Outside of her advisory role, she owns Fab5 Consulting, providing consulting services on building and maintaining fee-based financial planning practices. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Andrew Coleman is a CFA® charterholder and holds the Series 63 license, with 14 years of industry experience. He currently works at OSAIC since 2025 and previously spent 13 years at Lincoln Financial Advisors. Outside of his advisory role, he is involved with The Next Level Planning Group, where he provides financial advice and sells life insurance and annuities. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a range of investment tools and third-party platforms to manage portfolios across various asset classes.

Stephen Lerner is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at OSAIC since 2025 and previously spent nine years at Lincoln Financial Advisors. Outside of his advisory role, Lerner is involved with The Next Level Planning Group as a financial planner, supporting senior planners and assisting with financial plan preparation for high-net-worth clients. OSAIC serves a diverse client base including individuals, institutional investors, and charitable organizations through a wide network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.