Kevin Gelso

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Oswego, IL

Credentials

Series 63, Series 65

Industry experience

6 years

About

Kevin Gelso is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He focuses on helping clients work towards their financial goals through planning and guidance, utilizing the full resources of Fidelity to support their objectives. Prior to joining Fidelity, he served as a Financial Advisor at Northwestern Mutual from 2019 to 2021.

With experience in financial consulting and advising, Kevin is committed to earning client trust as an essential part of the advisor-client relationship. His professional background centers on providing financial planning services and support to individuals seeking to reach their financial aspirations.

Outside of his professional work, Kevin has interests in baseball, cars, food, golf, puzzles, and running.

Expertise

General retirement planning Income planning Cash flow / budgeting

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Investments

2021 - Present (5 years)

State Farm Curtis Restko

2021 - 2021 (1 year)

Northwestern Mutual Wealth Management Company

2021 - 2021 (1 year)

Northwestern Mutual Life Insurance Company

2019 - 2021 (2 years)

Northwestern Mutual Investment Services LLC

2019 - 2021 (2 years)

Best Buy

2006 - 2020 (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Maggie B

CFP®, CPA, RICP®

Naperville, IL

NexJenn Financial Services

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)

Hayde A

Series 63, Series 66

Naperville, IL

Fidelity

Hayde Antonio is a Financial Consultant at Fidelity Investments, a position held since 2020. In this role, Hayde works closely with clients to develop personalized financial plans tailored to their unique needs, utilizing Fidelity's technology and resources. Prior to joining Fidelity, Hayde gained extensive experience as a Private Client Banker at JP Morgan Chase from 2007 to 2020. This background provided a strong foundation in client relationship management and financial services. Outside of work, Hayde engages in various personal interests including family activities, gardening, music, traveling, and volunteering.

Wealth management

Mark K

CFP®, Series 63, Series 66

Joliet, IL

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance Wealth management LGBTQIA

Eric S

Series 63, Series 65

Aurora, IL

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Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management

Sean B

CFP®, Series 63, Series 65

Naperville, IL

Edward Jones

Retirement income strategy General retirement planning Wealth management Business succession planning General estate planning guidance

Shawna T

Series 66

Naperville, IL

Fidelity

Shawna Tutt is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2022, previously serving as a Central Relationship Manager from 2023 to 2025 and as a Transition Services Specialist from 2022 to 2023. Prior to joining Fidelity, Shawna worked as a Private Client Banker at Chase Bank from 2020 to 2022. Shawna focuses on serving clients with patience, clarity, and genuine care, emphasizing what matters most to them. She aims to build trust and simplify each step of the financial planning process to make it approachable, supportive, and grounded in real connection. Outside of her professional work, Shawna enjoys comedy, cooking and baking, family activities, fitness, social events with friends, and music.

General retirement planning Income planning Retirement income strategy
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