Timothy Hantak is a CFP® with 12 years of industry experience, currently affiliated with Stifel. He has worked at Stifel since 2017, including time with Stifel Independent Advisors, LLC, and previously spent four years at Scottrade. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to provide analysis and guidance across various financial planning areas.

Caroline Wilson is a financial advisor at Stifel with 10 years of industry experience. She holds a Series 66 designation and has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, utilizing a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Ruth Chady is a CFP® certificant with 42 years of industry experience. She is affiliated with Financial & Business Consultants, an independent firm based in Swansea, IL, where she has worked since 1989. She also has a long tenure with Arlington Securities, Inc., beginning in 1990. In addition to her advisory role, she works as an insurance sales agent focusing on life and health products. Financial & Business Consultants is an independent advisory firm providing financial guidance to individual clients.