Our Team

Joe Guttilla brings more than 26 years helping individuals and small businesses meet their financial goals. He began his career at Oppenheimer & Co. Inc. after his 1997 graduation from Loyola University.

Joe aligns each client's unique goals, values, and needs with holistic planning and design of investment and insurance strategies. He uses an in-depth discovery process that leads to a true understanding of each client's specific situation, time horizon, and risk tolerance. Joe has been awarded the distinction in Chicago Magazine’s list of Five Star Wealth Managers from 2010 through 2023. Less than five percent of the selected wealth managers have been awarded this distinction in the Chicagoland area. This award was given only to those who could satisfy ten objective eligibility and evaluation criteria that are associated with wealth managers who provide quality service to their clients. He holds the General Securities Representative License (Series 7), the Uniform Combined State Law Examination (Series 66), and is licensed as a life insurance agent.

Joe, his wife and two daughters reside in the Chicago western suburb of Addison. Joe’s hobbies include playing golf and coaching grade school basketball.

Josh joined Oppenheimer in 2008 and has been helping individuals, families and business owners manage their investments and plan for retirement. He is a Cum Laude graduate of Wheaton College majoring in Business and Economics with a minor in History.

He holds the General Securities Representative License (Series 7), the Uniform Combined State Law Examination (Series 66) and is licensed as a life insurance agent. Josh has also earned the Certified Financial Planner ™ designation from the Certified Financial Planner Board of Standards Inc. In 2017, Josh was named one of the top 500 Forbes/R.J. Shook “America’s Top Next Generation Wealth Advisors” and ranked #13 in Illinois. Josh was also named as one of the Top 1000 Next Generation Wealth Advisors in 2018 and 2019. The rankings are based on an algorithm of qualitative and quantitative data for rating thousands of individuals on revenue produced, assets under management, compliance records, and industry experience. Oppenheimer & Co. Inc. is not affiliated with Forbes or R.J. Shook Research.

Josh, his wife Kate, and their son Stanley live in the Wicker Park neighborhood of Chicago. They enjoy international travel and exploring new restaurants in their free time, Josh is also an avid skier – in the summer he can be found on Lake Michigan water skiing and out west snow skiing in the winter.

Nicholas joined the Oppenheimer & Co. Inc. in June of 2014 and holds the General Securities Representative License (Series 7), the Uniform Combined State Law Examination (Series 66), and is licensed as a life insurance agent. He has also earned the Certified Financial Planner ™ designation from the Certified Financial Planner Board of Standards Inc.

In partnership with both his teammates and the affiliate leadership at Oppenheimer Asset Management, Nicholas operates a confident and comprehensive wealth management service helping clientele to more easily interpret and further achieve their financial goals. Adept in working alongside individuals, families, corporate executives, and businesses, Nicholas’ breadth includes financial planning, investment guidance, and asset management and more complex services such as estate and trust planning strategies, wealth transferring, and philanthropic gifting.

Nicholas is a Summa Cum Laude graduate of Columbia College Chicago. His interests include keeping up with current events specifically in areas of business, politics, sports, and music. Nicholas resides in Chicago’s Bucktown neighborhood with his wife, Juliet, and their two children.

Suzanne joined Oppenheimer Private Client Division in 2016 as a Registered Client Service Associate and became an official member of Third Coast team in 2021. Suzanne has a keen insight and excels in solving complex issues for both teammates and clients. She streamlines processes with creative solutions, emphasizing dedication, service, and personalized client support. Suzanne’s exceptional communication skills and commitment to financial literacy make her a trusted colleague for the team.

Suzanne holds a B.S. in Finance from the University of Illinois and is licensed with FINRA Series 7 & 63. In her spare time she enjoys volunteering at the local animal shelter, watching football and working out.

Jeff started with the Third Coast Group in the summer of 2023 and aids the Team with daily operations as well as longer-term projects all in support of client-oriented needs. He attended Northern Illinois University, where he graduated with a Bachelor’s degree in Marketing and a minor in History, he also played on the lacrosse team as a midfielder. Jeff holds his SIE, Series 7, and Series 63 licensing.

Jeff lives in the Lincoln Park neighborhood of Chicago and enjoys spending time with friends and family, playing and watching sports, and traveling.

Katie recently became an official member of The Third Coast Group in September 2023. Her primary responsibility is to support the Team in day-to-day operations both strengthening relationships and growing the wealth management practice.

Katie graduated from the University of Wisconsin – Madison with a Bachelor of Science in Personal Finance – Financial Planning and certificates in Entrepreneurship and Business Fundamentals.

Katie was born and raised in Wisconsin, and now currently lives in downtown Chicago. In her free time, she loves to travel, go to country concerts, and spend time with her friends and family.