Our Financial Professionals
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
Stephanie Burling
Advisor & Founder
Stephanie Burling is an experienced financial professional with more than a decade in the financial services industry. She works with individuals and families, taking a client-focused approach to investment planning and developing strategies based on each client’s individual circumstances, needs, and goals.
As a fiduciary, Stephanie helps clients with retirement planning, wealth management, tax-aware investing, and enhanced planning. She believes in building long-term partnerships based on trust, education, and transparency.
A graduate of University of Illinois at Urbana Champaign with a Bachelor of Arts degree, Stephanie has also earned professional designations including Accredited Wealth Management Advisor.
Beyond her professional work, Stephanie is committed to giving back to the community. She serves on the board of directors for the Idiopathic Pulmonary Fibrosis Foundation.
When not advising clients, Stephanie enjoys spending time with her fiancé, daughter and grandson, traveling, playing golf and finding balance between professional success and personal fulfillment.
Stephanie continues to guide clients through ever-changing markets with integrity, expertise, and a steadfast commitment to their financial well-being.
Michael Seidler
Michael is a financial advisor who specializes in helping individuals build financial confidence as they prepare for retirement. Michael provides clear, tailored guidance.
As a fiduciary, Michael recommends products and strategies that align with his clients’ best interests, ensuring a trusted and transparent planning experience and enabling clients to make confident, informed decisions about their financial futures.
Michael began his career in retirement planning in 2015. Prior to becoming a Financial Advisor, he spent more than 12 years in business-to-business sales, where he developed a strong foundation in relationship building, communication, and long-term client support.
Michael has lived in Elgin, Illinois since 2009 and has deep roots in the Northwest suburbs of Chicago, having grown up in Hanover Park. Outside of his professional work, he enjoys spending time with his teenage son, Mason.
Financial Advisor
Elizabeth Grudzinski
Elizabeth is the Operations Manager at Burling Wealth Advisors, Inc. She oversees the day-to-day functions of the firm, streamlining processes and ensuring efficiency across all departments. Elizabeth works closely with our team to improve workflows and implement new technologies designed to enhance our clients’ experience.
Outside of work, Elizabeth is both a mom and a foster mom. Elizabeth also loves to travel, ride horses, and spend time with friends.
Operations Manager
Strategic Alliances
MICHAEL BINGER, CFA®
As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 35 years of industry experience, including prior roles managing multi-billion-dollar portfolios for an institutional asset manager. Michael is a CFA® charter holder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.
President of Gradient Investments, LLC
Keith Gangl, CFA®
Keith joined Gradient Investments in 2018 and has more than 30 years of industry experience. Prior roles include senior portfolio manager for a large institutional asset management firm, managing a multi-billion-dollar portfolio. Keith is a CFA® charter holder, and has been featured in media outlets such as CNBC, Bloomberg, Investor’s Business Daily, Nasdaq and Reuters.
Senior Portfolio Manager of Gradient Investments, LLC
Tyler Ellegard, CFA®
Tyler is a Senior Portfolio Manager at Gradient Investments, where he focuses on portfolio management, asset allocation, and investment research across multiple asset classes. He provides market insight and portfolio strategy to support client investment decisions. Tyler is a CFA® charterholder and has been featured in media outlets including Schwab Network, Reuters, and The Wall Street Journal.
Senior Portfolio Manager of Gradient Investments, LLC
* This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.
Insurance Strategic Alliances
Joy Daly
Joy is a licensed insurance agent who helps individuals understand their Medicare and long-term care insurance options.
As a CLTC certified insurance specialist, Joy ensures that each client receives straightforward explanations, tailored options, and guided solutions that align with both their needs and budget.
Insurance Agent, Key Retirement Solutions
*Joy Daly is a licensed insurance agent with Key Retirement Solutions, the independent insurance agency of Stephanie Burling. Joy is not an investment advisor representative of Gradient Advisors, LLC and does not provide investment advisory services. Insurance products and services are offered through Key Retirement Solutions, which is not a registered investment advisor and is independent of Gradient Advisors, LLC. A conflict of interest exists as Stephanie Burling and Michael Seidler refer insurance business to Joy Daly and may receive insurance commissions from this referral.
Riders that provide long-term care benefits may not cover all the costs associated with long-term care. You should carefully review all limitations in any policy, and/or riders you’re considering purchasing. Optional riders incur additional cost. Return of premium may no longer be available after the commencement of claims and/or policy loans/withdrawals. If there is a return of premium, a portion of the amount returned to you may have tax implications, which you should discuss with your tax advisor. Costs, restrictions, and other conditions may apply, some features and riders may not be available in all states. Guarantees are based on the claims-paying ability of the issuing insurance company.