Stephen Knutson is a Financial Advisor with Merrill Lynch Wealth Management, offering over 20 years of experience in the financial industry. He provides expertise in areas including investing, retirement planning, family wealth management, institutional consulting, small business strategies, philanthropic planning, and tax mitigation strategies. Additionally, Stephen supports clients with specialized services encompassing banking, credit, financing, retirement options, and trust services. He holds a Bachelor's Degree from DePaul University and the Personal Investment Advisor (PIA) professional designation. Stephen emphasizes building lasting client relationships based on trust, transparency, and tailored financial advice that aligns with individual priorities and goals. His professional philosophy centers on helping clients identify what is most important and offering guidance on efficiently supporting those values. Outside of his professional role, Stephen is involved with organizations such as the Aurora Sportsmen's Club and contributes to community groups including 21st Century Game Film at Harlem High School, Carlson Ice Arena, and First Covenant Church. His personal interests include boating, hunting, ice hockey, music, running, scuba diving, swimming, tennis, woodworking, and spending time with his family.

David Casalena serves as the Senior Resident Director and Wealth Management Advisor at Merrill’s Rockford, Illinois office. Since joining Merrill in 1992, he has worked with individuals and families navigating significant life transitions including retirement, home purchases, divorce, and the death of a spouse. His team specializes in family wealth management strategies, managing new wealth, personal retirement planning, and retirement income, helping clients prioritize their essential goals while aiming to build confidence in achieving financial objectives, preserving lifestyle standards, and minimizing unnecessary investment risk. David holds a bachelor's degree from Rensselaer Polytechnic Institute and the Certified Investment Management Analyst® (CIMA®) designation, along with the Personal Investment Advisor (PIA) credential. He has extensive experience assisting clients with the distribution options related to employer-sponsored plans and company stock plans, including business owners and corporate executives managing significant stock options. Beyond his professional role, David is actively involved in his community. He chairs the Rosecrance Health Network Foundation Board and coaches youth hockey and baseball with the Rockford Hockey Club and Boys and Girls Club. He resides in Rockford with his wife, Jennifer, and their two children. David is also an avid CrossFitter and has competed at regional, state, and world levels in the Masters Division.