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Daniel C

CFP®, PFS™, Series 63

Middletown, RI

Savant Wealth Management

Daniel Corrigan is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He was the principal of Corrigan Financial, Inc. for 36 years before joining Savant Wealth Management in 2025. Savant Wealth Management serves individuals, families, and institutions with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based, model-driven asset allocation with a range of actively managed strategies and benefits from integrated legal, accounting, 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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Michael M

Series 65

Rockford, IL

Savant Wealth Management

Michael Mallon is a financial advisor at Savant Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Safe Haven Security Services LLC and Bestbuy. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and supports its offerings with integrated 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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Kyle F

CFP®, Series 66

Guilford, CT

Savant Wealth Management

Kyle Foito is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Savant Wealth Management and previously worked at firms including Exencial Wealth Advisors LLC, Fidelity Investments LLC, and Edward Jones. His background also includes roles outside the financial sector, such as at Lockheed Martin and Fire American Tavern. Savant Wealth Management serves a diverse client base, including 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 strategies and offers integrated services through affiliated accounting, legal, 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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Sheac Yee L

Series 65

Los Gatos, CA

Savant Wealth Management

Sheac Yee Lim Hamilton is a financial advisor at Savant Wealth Management with three years of industry experience. She holds a Series 65 designation and previously worked at Parkworth Wealth Management for eight years. Savant Wealth Management provides comprehensive wealth management and related 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 supports its advisory services through affiliated accounting, legal, 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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Kevin M

CFP®, ChFC®, Series 63, Series 65

Indianapolis, IN

Savant Wealth Management

Kevin Mitchell is a CFP® and ChFC® with 16 years of industry experience. He is currently an advisor at Savant Wealth Management and has previously worked at LJI Wealth Management, Nationwide Investment Services Corporation, and OneAmerica Securities, Inc. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, pension plans, charitable organizations, and corporations. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services such as accounting, legal, and trust 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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Daniel C

CFP®, Series 65

Middletown, RI

Savant Wealth Management

Daniel Corrigan is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. He previously operated Corrigan Financial Inc. for 10 years before joining Savant Wealth Management in 2025. 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's investment approach combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.

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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Elizabeth T

Series 65, Series 63

Atlanta, GA

Savant Wealth Management

Elizabeth Thompson is a financial advisor at Savant Wealth Management with six years of industry experience. She holds the Series 65 and Series 63 licenses and has worked previously at AssetMark Financial Holdings, AssetMark Brokerage, RCH Securities, Wells Fargo Clearing Services, TIAA, and Truliant Federal Credit Union. Savant Wealth Management serves a diverse client base including 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 strategies and offers integrated services such as accounting, legal, and trust 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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Dallas T

CFP®, Series 65

Rockford, IL

Savant Wealth Management

Dallas Traser is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Savant Wealth Management, where he has worked since 2022. Prior to joining Savant, he worked at Collins Aerospace and has experience in the travel industry. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services, combining evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.

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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Kenneth D

CFP®, CFA®, Series 63

Grand Blanc, MI

Savant Wealth Management

Kenneth Duetsch II is a CFP® and CFA® with seven years of industry experience. He is currently with Savant Wealth Management and previously worked at Grand Capital Advisors, LLC and Huntington Bank. Kenneth serves as board treasurer for the Mott Children's Health Center and is on the finance committee of the Boys and Girls Club of Great Flint. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, and institutional clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by in-house 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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John W

Series 65

Atlanta, GA

Savant Wealth Management

John Williams is a financial advisor at Savant Wealth Management with 23 years of industry experience. He holds a Series 65 designation and has worked at firms including Capital Directions, Wealthguard Advisory Group, and his own practice, John L. Williams III, P.C. Since 1998, he has also engaged in independent insurance sales. 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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Galen R

CFP®, Series 65

Austin, TX

Savant Wealth Management

Galen Rasche is a CFP® and Series 65 credentialed advisor at Savant Wealth Management with two years of industry experience. He previously worked at Exencial Wealth Advisors LLC and Weinheimer Wealth Management, and spent twelve years at the Electric Power Research Institute. 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 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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Adam C

Series 65

Plano, TX

Savant Wealth Management

Adam Cajandig is a financial advisor at Savant Wealth Management with a Series 65 designation and one year of industry experience. His prior work includes roles at Exencial Wealth Advisors, LLC, Bank of America, and 7th Harvest Investments. 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 employs a blended investment approach combining evidence-based asset allocation with 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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Michael M

Series 63, Series 65

Westlake Village, CA

Savant Wealth Management

Michael Mcglashen is a financial advisor at Savant Wealth Management with 23 years of industry experience. He previously worked at Bucks County Financial Planning Group, Inc. for 11 years and Exencial Wealth Advisors, LLC for 6 years, where he remains an equity partner. 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 employs an investment approach that combines evidence-based asset allocation with actively managed strategies, 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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David G

Series 63, Series 65

Cedar Rapids, IA

Savant Wealth Management

David Gruber is a financial advisor at Savant Wealth Management in Cedar Rapids, IA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ausdal Financial Partners, Inc and World Trend Financial Planning Services LTD. 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 employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by integrated 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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William G

CFP®, Series 65

Rockford, IL

Savant Wealth Management

William Gunlicks is a CFP® and Series 65 licensed advisor with 19 years of industry experience. He has worked at Savant Wealth Management since 2020 and previously spent six 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 overseen by an investment committee, and its scale supports extensive in-house capabilities.

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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Lerroy O

Series 63, Series 65

Rockford, IL

Savant Wealth Management

Lerroy Ongadi is a financial advisor at Savant Wealth Management in Rockford, IL, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at Strategic Wealth Partners, LaSalle Investment Management, INX Securities, CF Innovation Group, and Merrill. 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 employs a blended investment approach combining evidence-based asset allocation with actively managed strategies and operates with substantial scale and integrated legal, accounting, and trust 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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Glenn H

CFP®

Plano, TX

Savant Wealth Management

Glenn Hafstad is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Savant Wealth Management. Prior to joining Savant in 2026, he worked for seven years at Exencial Wealth Advisors LLC and for eleven years at InKnowVision, LLC, where he continues to provide limited consulting on estate, business, and life insurance planning. He also holds an individual life insurance license and dedicates a small amount of time to related sales activities. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to a range of clients including individuals, families, pension plans, and high-net-worth entities. The firm employs a blend of evidence-based asset allocation and actively managed strategies supported by substantial in-house resources and 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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Grant M

CFP®, Series 65

Rockford, IL

Savant Wealth Management

Grant Moore is a CFP® and holds a Series 65 license with 18 years of industry experience. He has been with Savant Wealth Management since 2020 and previously worked at Savant Capital Management from 2012 to 2020. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, offering comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with a range of actively managed investment strategies and benefits from integrated 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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Gabriel G

CFP®, Series 66

Rockford, IL

Savant Wealth Management

Gabriel Gonzalez is a CFP® and holds a Series 66 designation with 18 years of industry experience. He has been with Savant Wealth Management since 2020 and previously worked at Savant Capital Management for eight years. Gonzalez is based in Rockford, IL. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to a diverse client base, including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach combining evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by in-house 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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Robin H

Series 66

Rockford, IL

Savant Wealth Management

Robin House is a financial advisor with Savant Wealth Management in Rockford, IL, holding a Series 66 designation and 14 years of industry experience. Prior to joining Savant in 2026, House worked at Alphastar Capital Management, The Marshall Financial Group, and Edward Jones, among others. House also owns and manages a college consulting business, Undiscovered College, which provides consulting services outside of investment management. 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 employs a blend of evidence-based, model-driven 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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