ADVISOR BIO

Stephen Michael Beavis is a financial advisor at Path Digital Advisors, LLC, working out of their Chicago, IL office. Stephen has been in the financial industry since June 2015 and is registered to provide investment advice in Texas. Stephen has experience in providing investment advice to individuals and corporations.

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ADVISOR BIO

Stephen Lee Kanode is a financial professional registered with Bankers Life Advisory Services, Inc. Stephen Lee Kanode has been in the financial services industry since May 6, 2018. Stephen Lee Kanode is licensed to provide advisory services in North Carolina and Virginia. Stephen Lee Kanode is also registered to sell insurance products in North Carolina and Virginia. Stephen Lee Kanode has passed the Series 6, 7, 63 and 66 exams and is currently active in the financial services industry.

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ADVISOR BIO

Stephen Lacko is a financial advisor who has been in the industry since 1998. Stephen is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been with the firm since 2025. Stephen is also registered as a securities agent in Illinois and Texas. Previously Stephen was a financial advisor at LPL FINANCIAL LLC, PNC INVESTMENTS, NATCITY INVESTMENTS, INC., UBS FINANCIAL SERVICES INC., MCDONALD INVESTMENTS INC., and TD WATERHOUSE INVESTOR SERVICES, INC.. Stephen is a Series 7, 9, 10, 63 and 66 licensed advisor.

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ADVISOR BIO

Stephen Bowen is a Registered Representative and Investment Advisor Representative with William Blair. Stephen has been in the financial services industry since 2000. Stephen is licensed to sell securities in 20 states and the District of Columbia. Stephen has specialized in a wide range of investment products and services, including equities, fixed income, mutual funds, and exchange-traded funds. Stephen has a strong commitment to providing personalized investment advice and guidance to clients.

SPECIALIZATIONS

ADVISOR BIO

Stephen Pendleton is an active broker and investment advisor representative. Stephen has been in the industry since January 17, 2016 and is currently registered with J.p. Morgan Securities LLC. Stephen's previous experience includes roles with WELLS FARGO CLEARING SERVICES, LLC and WILLIAM BLAIR. Stephen holds Series 66, SIE and Series 7 licenses. Stephen has specialized in providing financial planning services, pension consulting and selecting other advisors.

SPECIALIZATIONS

ADVISOR BIO

Stephen Sperling is a financial advisor who has been working in the industry since 1998. Stephen is registered with Wintrust Investments LLC, and has been with the firm since 2007. Stephen is licensed to provide financial advice in 26 states, and is also a registered Investment Advisor in Illinois. Stephen is able to provide financial planning, portfolio management for businesses and individuals, and selection of other advisers.

SPECIALIZATIONS

ADVISOR BIO

Stephen Miller is a registered representative with Northern Trust Securities, Inc. Stephen has been in the securities industry since 1994 and has been with Northern Trust Securities, Inc. since 1999. Stephen holds Series 4, 7, 24, 53, and 63 licenses. Stephen has 53 state registrations. Stephen specializes in the following areas: Investment Advisory Services, Financial Planning, Pension Consulting, Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles.

SPECIALIZATIONS

ADVISOR BIO

Stephen Schneider is a financial advisor with over 20 years of experience in the industry. Stephen has been registered with Citigroup Global Markets Inc. since August 2024, where Stephen provides asset allocation advice, financial planning, pension consulting, portfolio management for businesses and individuals, and publication of periodicals. Prior to joining Citigroup Global Markets Inc., Stephen worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated from February 2006 to July 2024. Stephen has a broad range of experience working with high-net-worth individuals, insurance companies, corporations, pension and profit-sharing plans, and state or municipal government entities. Stephen is a Registered Representative in Illinois.

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ADVISOR BIO

Stephen Konsler is a registered investment advisor representative at Vestor Capital, LLC located in Chicago, IL. Stephen has been in the industry since February 2014 and has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. Stephen’s specializations include portfolio management for individuals and businesses, financial planning, and educational seminars. Stephen is committed to providing clients with comprehensive financial advice to help them achieve their goals.

SPECIALIZATIONS

ADVISOR BIO

Stephen Philip is an investment advisor representative at Zacks Investment Management, Inc. Stephen has been with Zacks Investment Management, Inc. since June 2016. Before joining Zacks Investment Management, Inc., Stephen was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Stephen holds a Series 7, Series 63 and Series 65 license. Stephen has experience in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS