Chicago Oakbrook Financial Group

John Ferrante is a ChFC® credentialed financial advisor with 30 years of industry experience. He has been with Chicago Oakbrook Financial Group since 2007 and previously worked at Commonwealth Financial Network. Ferrante is the owner of JAF Wealth Management, Inc., a private entity that facilitates securities, advisory, and insurance business. Chicago Oakbrook Financial Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, and comprehensive financial planning, utilizing a broad range of securities and investment strategies tailored to client objectives.

David Navarro is a CFP® and ChFC® with 39 years of industry experience. He has been with Chicago Oakbrook Financial Group since 2007 and previously worked at CommonWealth Financial Network. Navarro is president and owner of Chicago Oakbrook Financial Group and serves as a 401(k) and brokerage cash balance plan trustee for the firm. Chicago Oakbrook Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, and comprehensive financial planning, employing a wide range of investment strategies and securities tailored to client objectives.

Brett Sherpan is a CFP® professional with 23 years of industry experience, currently serving at Chicago Oakbrook Financial Group since 2007. He previously worked at Commonwealth Financial Network for 17 years. Outside of his advisory role, he owns BSWM, Inc., a private entity established for tax purposes. Chicago Oakbrook Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides customized wealth management, discretionary portfolio management, and comprehensive financial planning, utilizing a broad range of securities and investment strategies tailored to client objectives.

Frank Kautzky is a financial advisor at Chicago Oakbrook Financial Group with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his current tenure beginning in 2024, he worked at Commonwealth Financial Network and Chicago Oakbrook Financial Group from 2007 to 2024. Outside of advising, he is the owner and president of KPW Holdings, Inc., a private entity established for tax purposes and RIA ownership. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm utilizes a broad range of securities and investment strategies and supports its advisory team with institutional resources, managing over $1.2 billion in client assets.

Jae Ha is a financial advisor at Chicago Oakbrook Financial Group with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Ha has been with Chicago Oakbrook Financial Group since 2007 and previously worked at Commonwealth Financial Network. He is also the owner and president of Jae Ha Wealth Management, Inc., a private entity for his securities business. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing a wide range of securities and strategies tailored to client objectives.

John Suchy is a financial advisor at Chicago Oakbrook Financial Group with a Series 65 designation. He has been with the firm since 2023 and previously worked at American Automobile Association and Northwestern Mutual Investment Services. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm constructs tailored portfolios using a broad range of securities and investment strategies, supported by institutional relationships and a multi-advisor team.

George Kinsella III is a CFP® with seven years of industry experience, currently affiliated with Chicago Oakbrook Financial Group. He has worked at both Chicago Oakbrook Financial Group and Commonwealth Financial Network since 2013. Kinsella also engages in fixed insurance sales as a secondary business activity. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm constructs tailored portfolios using a wide range of securities and strategies, supported by an institutional relationship with Raymond James and a licensed insurance agency platform.

Carlo Airdo Jr. is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Chicago Oakbrook Financial Group, where he has worked since 2024, following a decade at Commonwealth Financial Network. Chicago Oakbrook Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides customized wealth management, discretionary portfolio management, and comprehensive financial planning, utilizing a wide range of securities and strategies tailored to client objectives.

Hanna An is a CFP® professional with experience at COFG Advisors, LLC and Daniel Choi CPA, Inc., totaling several years in financial services. She currently serves at Chicago Oakbrook Financial Group in Oak Brook, IL. Chicago Oakbrook Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides customized wealth management, discretionary portfolio management, and comprehensive financial planning, utilizing a broad range of securities and investment strategies tailored to client objectives.

Brendon Pierce is a financial advisor with Chicago Oakbrook Financial Group, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Allianz Global Investors and Commonwealth Financial Network. Outside of his advisory work, he is the owner of Fox Hill Ventures, LLC. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm employs a wide range of securities and investment strategies tailored to client objectives and maintains an institutional relationship with Raymond James for custodial and research support.