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Ellan H

CFP®

St Paul, MN

Savant Wealth Management

Ellan Howley is a CFP® with eight years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2025. Prior to this, she worked at PrairieView Partners, LLC for seven years and Fure Financial for three years. Outside of her advisory role, Ellan is a freelance French horn player, a pursuit she has maintained since 2007. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Ronald V

Series 65

Dover, DE

Savant Wealth Management

Ronald Vascik Jr. is a financial advisor with Savant Wealth Management, holding a Series 65 designation and 25 years of industry experience. He previously worked at Wealth Management Group, LLC for 22 years and R. F. Book & Co. CPAs for 34 years. Outside of his advisory role, he is a member of RF BOOK REALTY, LLC, a real estate rental business. Savant Wealth Management provides wealth management, portfolio management, financial planning, and family office services to individuals, families, institutions, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Jared S

Series 65

Oklahoma City, OK

Savant Wealth Management

Jared Snider is a financial advisor at Savant Wealth Management with 12 years of industry experience. He holds a Series 65 credential and previously spent 12 years at Exencial Wealth Advisors, where he remains an equity partner. Savant Wealth Management serves individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and supports its services through affiliated legal, accounting, and trust entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Timothy D

CFP®

Westwood, MA

Savant Wealth Management

Timothy Driscoll is a CFP® professional with three years of experience in the financial advisory industry. He currently works at Savant Wealth Management and previously held roles at Heritage Financial Services, LLC and John Hancock Investment Management. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies, supported by in-house capabilities and affiliated entities offering accounting, legal, and trust services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Robert M

CFP®, Series 66

Rockford, IL

Savant Wealth Management

Robert Morrison is a CFP® and holds a Series 66 license with 20 years of experience in financial advising. He has worked at Savant Wealth Management and its affiliates since 2020 and previously spent seven years at Huber Financial Advisors, LLC. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by in-house accounting, legal, and trust services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Kevin M

CFP®, Series 66

Rockford, IL

Savant Wealth Management

Kevin Mcfadden is a CFP® and Series 66 credentialed advisor with 12 years of industry experience. He has been with Savant Wealth Management since 2020 and previously worked at Savant Capital Management from 2015. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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James F

CFP®, Series 63

Birmingham, AL

Savant Wealth Management

James Fitch is a CFP® with 25 years of industry experience, currently serving as an advisor at Savant Wealth Management since 2023. Prior to joining Savant, he worked for eight years at Bridgeworth Wealth Management. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed investment strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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William W

CFP®

Birmingham, AL

Savant Wealth Management

William Wetzler is a CFP® at Savant Wealth Management with three years of industry experience. He previously worked at Bridgeworth Wealth Management and Downtown Entertainment. Outside of financial advising, he is a partner at Cornerstone Capital, LLC, a company established for liability protection in real estate transactions. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust services through affiliated entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Bennett W

CFP®, Series 65

Middleton, WI

Savant Wealth Management

Bennett Wessley is a CFP® and Series 65 credentialed financial advisor at Savant Wealth Management with three years of industry experience. Prior to joining Savant, he held roles at Acorn Beverage, Wealthspire Advisors, and the University of Wisconsin-Whitewater. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by extensive in-house resources and affiliated entities providing accounting, legal, and trust services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Mimi S

Series 63, Series 65

Birmingham, AL

Savant Wealth Management

Mimi Small is a financial advisor at Savant Wealth Management with 17 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes 11 years at Bridgeworth, LLC and LPL Financial, LLC. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based asset allocation with actively managed strategies and sub-advised mandates, supported by extensive in-house resources and affiliated accounting, legal, and trust services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Kimberly R

CFP®, Series 63, Series 65

Rockford, IL

Savant Wealth Management

Kimberly Richey is a CFP® professional with seven years of industry experience. She currently works at Savant Wealth Management and previously held roles at Goldman Sachs & Co. LLC and Ycharts. Kimberly also spent time in extended travel and studied at the University of Chicago Booth School. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and financial planning services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Jordan N

CFP®, Series 65

Rockford, IL

Savant Wealth Management

Jordan Neuschwander is a CFP® and Series 65-licensed financial advisor at Savant Wealth Management with four years of industry experience. His career includes roles at Northwestern Mutual and DoorDash prior to joining Savant. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Jeffrey N

CFP®, ChFC®, Series 66

Rockford, IL

Savant Wealth Management

Jeffrey Neavor is a CFP® and ChFC® with seven years of industry experience, currently advising at Savant Wealth Management. His prior roles include positions at Mass Mutual and Northwestern Mutual, spanning insurance and wealth management. Outside of finance, he serves as a marching band competition judge and performs live music as a saxophonist and pianist. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, institutions, and high-net-worth clients. The firm employs a combination of evidence-based asset allocation and actively managed strategies, supported by affiliated legal, accounting, and trust services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Andrew F

CFP®, Series 65

Rockford, IL

Savant Wealth Management

Andrew Falduto is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Savant Wealth Management in Rockford, IL, where he has worked since 2021. Prior to joining Savant, he spent time at Sawyer Falduto Asset Management and has experience in education through roles at Indiana University and Elmhurst School District. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a large team of advisors and affiliated accounting, legal, and trust service entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Ethan W

Series 65

Rockford, IL

Savant Wealth Management

Ethan Watts is a financial advisor at Savant Wealth Management with one year of industry experience. He has held multiple roles at Savant Wealth Management since 2024 and has prior experience at Hendricks Commercial Properties and various educational institutions including Beloit College and Rock Valley College. Savant Wealth Management serves a broad client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and is supported by integrated accounting, legal, and trust service affiliates.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Ian G

CFP®, Series 65

Los Gatos, CA

Savant Wealth Management

Ian Gonda is a financial advisor at Savant Wealth Management in Los Gatos, CA, with five years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Savant Wealth Management in 2025, he worked at Parkworth Wealth Management, Inc. for four years and has experience outside finance including a role at Surf Diva Surf Shop. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines an evidence-based, model-driven investment approach with actively managed strategies and benefits from centralized resources supported by its scale and affiliated accounting, legal, and trust services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Stephen C

Series 63, Series 65

Knoxville, TN

Savant Wealth Management

Stephen Carlson is a financial advisor at Savant Wealth Management with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked nine years at Asset Planning Corporation. Carlson is based in Knoxville, TN. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm employs a blended investment approach combining evidence-based asset allocation with actively managed strategies, supported by extensive in-house resources and affiliated entities offering accounting, legal, and trust services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Edward C

CFP®, Series 66

Rockford, IL

Savant Wealth Management

Edward Cruickshank is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of industry experience. He has been with Savant Wealth Management since 2020 and previously worked at Huber Financial Advisors, LLC from 2013 to 2020. His credentials include the CFP® designation and the Series 66 license. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and affiliated implementation services across accounting, legal, and trust operations.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Sammy A

CFP®, Series 66

Westwood, MA

Savant Wealth Management

Sammy Azzouz is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Savant Wealth Management since 2026 and previously worked at Heritage Financial Services, Inc. for 13 years. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by in-house capabilities including accounting, legal, and trust services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Brent B

CFP®, CFA®, Series 63

Rockford, IL

Savant Wealth Management

Brent Brodeski is a CFP®, CFA®, and Series 63 licensed financial advisor with 28 years of industry experience. He is currently with Savant Wealth Management in Rockford, IL, and has been with the Savant affiliated firms since 2012. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and retirement plan consulting services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a range of affiliated implementation services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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