Scott Smith is a Series 65 licensed financial advisor with eight years of industry experience. He is affiliated with Stephen Smith Financial Inc. and has previously worked at Significant Wealth Partners LLC, Capital Management Consultants, and several other firms. In addition to his advisory role, he is involved in insurance and fixed annuity sales. Stephen Smith Financial Inc. provides discretionary investment advisory and managed-account services to individual and high-net-worth clients. The firm offers tailored investment strategies incorporating various techniques and utilizes internally developed AI and machine-learning tools to support its services.

Stephen Smith is a financial advisor with Stephen Smith Financial Inc. in Schaumburg, Illinois. He holds a Series 65 designation and has 10 years of industry experience. His prior work includes roles at Significant Wealth Partners LLC, Capital Management Consultants, Inc., and Atkins & Associates. He is also an author. Stephen Smith Financial Inc. provides discretionary investment advisory and managed-account services to individual and high-net-worth clients. The firm offers tailored portfolio management across various asset classes and utilizes AI and machine-learning tools alongside traditional financial planning methods.