Warrenville, IL Ferry Rd Office

Joseph Book is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial, LPL Financial, Itasca Bank, and Money Concepts Capital Corp. Outside of his advisory role, he owns a disc jockey and musical entertainment business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and access to various investment platforms to manage portfolios on discretionary or non-discretionary bases.

Terrence Porro is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services, Inc. for 14 years. In addition to his advisory role, he sells traditional life insurance products and holds an ownership interest in a sole proprietorship. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with a variety of portfolio management options and third-party solutions.

James Czerniak is a financial advisor with Osaic Wealth Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. Prior to joining Osaic in 2023, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2023, and at LPL Financial from 2007 to 2017. He is also the Chief Investment Officer of Ambassador Wealth Management, where he is involved in portfolio review, new business development, and client servicing. Osaic Wealth Inc. serves a broad mix 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 asset‑allocation tools, risk‑tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes, managing accounts on both discretionary and non‑discretionary bases.

Charles Mowery is a financial advisor at Osaic Wealth, Inc. with a Series 66 credential and no prior industry experience. His work history includes roles at SAI Financial Services and RMB Capital, among others. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple advisory platforms, including discretionary and non-discretionary account management.

Frances Tillman is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining OSAIC in 2024, she worked at Woodbury Financial Services Inc. and State Farm VP Management Corp. She also has experience assisting in financial planning and insurance sales through administrative roles at NorthPoint Financial Group and Camaioni Consulting. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage, advisory, and portfolio management services. The firm employs asset-allocation tools and supports multiple advisory platforms to manage portfolios that include a variety of investment types on both discretionary and non-discretionary bases.

Robert Teske is a financial advisor at OSAIC with 13 years of industry experience. He holds the Series 66 designation and has worked at Woodbury Financial Services, Inc. and Callero and Lorenz Financial. Teske is also involved in entrepreneurial activities including roles as a licensed life and health insurance producer and in client service and retirement planning through his sole proprietorships. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to multiple advisory platforms and third-party money managers.

Milton Flanagan is a financial advisor at OSAIC in Warrenville, IL, with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. Prior to joining OSAIC in 2024, he spent ten years at Woodbury Financial Services, Inc. Flanagan is president of the Gerard Radice Educational Foundation, which provides scholarships, and he also teaches a retirement preparation class as adjunct faculty. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients, offering integrated brokerage and advisory services. The firm employs various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

David Soper is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Woodbury Financial Services, Inc. for 13 years prior to joining OSAIC in 2024. Outside of his advisory work, he is co-owner of Salon St. Clair, a hair salon operated by his spouse. OSAIC serves a diverse client base including individual and high-net-worth investors, institutions, and charitable organizations, providing integrated brokerage and advisory services across multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment vehicles, offering both discretionary and non-discretionary account management.

Michael Mcdonnell is a financial advisor at OSAIC with 21 years of industry experience. He previously worked at Woodbury Financial for 19 years before joining OSAIC in 2024. Mcdonnell holds the Series 63 and Series 65 licenses. Outside of his advisory role, he assists in day-to-day operations for a related financial business and serves as a licensed agent helping clients with fixed insurance products. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of integrated financial services and employs various asset allocation and portfolio management tools across multiple advisory platforms.

Mark Page is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services for 33 years. Page also engages in financial planning and provides health insurance as an incidental part of his practice. 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 supported by various asset-allocation tools and third-party platforms.

Dino Marnell is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 14 years and has operated Marnell Financial Services since 2001. Outside of advising, he serves on the boards of two LLCs involved in business decision-making and is a CPA involved in income tax and accounting consulting. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of financial advisers. The firm offers integrated brokerage and advisory services utilizing advanced portfolio construction tools and third-party platforms, supporting both discretionary and non-discretionary account management.

David Hanson is a financial advisor with OSAIC in Warrenville, IL, holding Series 65 and Series 63 licenses. He has four years of industry experience, including prior roles at Woodbury Financial Services and Forty Four Financial. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct diversified portfolios managed on discretionary or non-discretionary bases.

Daniel Wachs is a financial advisor with OSAIC, holding a ChFC® designation and Series 63 and 65 licenses, with 30 years of industry experience. He previously worked at Woodbury Financial Services Inc. for eight years before joining OSAIC in 2024. Wachs is also an independent insurance agent and owner of Perpetual Wealth Management LLC, a business focused on life insurance and premium finance. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisors. The firm provides integrated brokerage and advisory services, employing a range of portfolio construction tools and access to third-party managers and wrap programs.

Alexander Gallegos is a financial advisor at OSAIC with 16 years of industry experience. He previously worked at Woodbury Financial Services Inc and BMO Harris Financial Advisors. Outside of his advisory role, he serves as Vice President of the Riverside Chamber of Commerce, is a director of the Riverside Township Lions Club, and is a trustee on the Riverside Village Board of Trustees. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Mitchell Sullivan is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and other firms. Outside of his advisory role, he serves as a registered assistant at Forty Four Financial, LLC. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisers. The firm offers integrated brokerage and advisory services, utilizing various investment platforms and strategies to meet client needs.