Steward Advisors, LLC

Nicholas Lovitsch is a financial advisor at Steward Advisors, LLC with a Series 65 designation and two years of industry experience. He previously worked at The Red Lion from 2019 to 2023. Steward Advisors serves individuals, businesses, trusts, estates, retirement plans, charitable organizations, corporations, and family offices with fee-based financial planning and private portfolio management. The firm manages approximately $137 million in assets and integrates financial planning into its services, using a range of investment vehicles including ETFs, mutual funds, individual stocks, bonds, and privately placed securities.

Dale Branda is a CFP® professional with nine years of industry experience, currently serving as an advisor at Steward Advisors, LLC since 2016. He holds a Series 65 license and is based in Chicago, IL. Steward Advisors serves individuals, businesses, trusts, estates, retirement plans, charitable organizations, corporations, and family offices with fee-based financial planning and private portfolio management. The firm manages approximately $137 million in assets and integrates financial planning into its services, utilizing diversified portfolios and documented reporting practices.

Timothy Obendorf is a CFP® and holds a Series 65 license with 16 years of industry experience. He has been with Steward Advisors, LLC since 2011. Outside of his advisory role, he is a 25% minority owner and board member of McLennan Property Management Company, which manages commercial and industrial properties in the Chicago area. Steward Advisors serves individuals, businesses, trusts, estates, retirement plans, charitable organizations, corporations, and family offices with fee-based financial planning and private portfolio management. The firm manages approximately $137 million in assets, integrating financial planning with investment strategies that include ETFs, mutual funds, individual securities, and privately placed investments, while employing options and derivatives for hedging and tactical purposes.

Michael Kwon is a financial advisor with Steward Advisors, LLC in Chicago, IL, holding Series 65 and Series 66 designations and 13 years of industry experience. He has been with Steward Advisors since 2013. Steward Advisors serves individuals, businesses, trusts, estates, retirement plans, charitable organizations, corporations, and family offices with fee-based financial planning and private portfolio management. The firm manages approximately $137 million in assets, offering integrated financial planning, Monte Carlo retirement analysis, and tailored portfolios that include ETFs, mutual funds, individual securities, and derivatives strategies.