Alec Montoya is a CFP® certificant with 10 years of industry experience. He is currently with Savant Wealth Management in Rockford, IL, where he has worked since 2025. Prior to joining Savant, Alec held roles at Compound Planning and Mercer Global Advisors Inc., and began his career at LPL Financial. 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, model-driven asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

Kevin Reed is a financial advisor at Savant Wealth Management with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. Outside of his advisory role, he provides private coaching services to individuals. Savant Wealth Management serves a broad client base, including individuals, families, pension and profit-sharing plans, 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 offers integrated services such as accounting, legal, and trust operations through affiliated entities.

Randy Watts is a financial advisor with Savant Wealth Management in Rockford, IL, holding Series 65 and Series 63 licenses and 16 years of industry experience. His career includes roles at Advis Network, Nasdaq, UIT Investing, Inc., and Nuveen Investments. Savant Wealth Management provides comprehensive wealth management and advisory 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 strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Tracy Beard is a CFP® professional with 23 years of industry experience, currently advising at Savant Wealth Management since 2020. Prior to this, Tracy 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 by providing 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 integrated accounting, legal, and trust services.

Trevor Fleck is a Series 65-licensed financial advisor at Savant Wealth Management with seven years of industry experience. He previously worked at Gryphon Advisors for eight years before its acquisition by Savant Wealth Management in 2025. During the transition, he serves as a Client Services Representative for Gryphon Advisors. 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 employs a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated legal, accounting, and trust services.

Guy Randazzo is a financial advisor at Savant Wealth Management in Rockford, IL, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Jackson Hewitt, Bryant University, Western Illinois University, MCSO, and The University of Iowa. Savant Wealth Management serves a diverse client base, including individuals, families, pension plans, charitable organizations, and corporations, offering wealth management, financial planning, and retirement plan consulting. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a range of affiliated services such as accounting, legal, and trust operations.

Daniel Crowley is a financial advisor at Savant Wealth Management in Rockford, IL, holding the CFP® and CFA® designations with seven years of industry experience. He has worked with Savant and its affiliates since 2018, previously holding roles at D3 Financial Counselors, Illinois State University, and Country Financial. 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 advisory services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Aaron Popyk is a CFP® and holds a Series 65 license, with three years of industry experience. He has worked at Savant Wealth Management since 2022, with a brief period at SGH Wealth Management and a year unemployed in 2022. 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 implementation services through affiliated entities. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a large team and centralized resources.

Scott Wintersteen is a CFA® charterholder with six years at Savant Wealth Management and a total of five years of industry experience. Prior to joining Savant, he worked for six years at Barry Callebaut USA, LLC. 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 a range of actively managed strategies, supported by centralized resources and affiliated legal, accounting, and trust services.

Dominic Anzevino is a financial advisor at Savant Wealth Management with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including The Retirement Planning Group, Golden Reserve, and Financial Engines Advisors. Savant Wealth Management serves individuals, families, and institutions with comprehensive wealth management, financial planning, and related services. The firm’s investment approach combines evidence-based asset allocation with actively managed strategies and offers integrated legal and accounting services through affiliated entities.

Stephen Ambrose III is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He is currently with Savant Wealth Management, where he has held multiple roles since 2017. His background also includes work at Ambrose Greenhouse and academic positions at the University of Wisconsin and Rock Valley College. 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 employs an investment approach combining evidence-based asset allocation with actively managed strategies and offers additional services through affiliated accounting, legal, and trust entities.

Colin Malec is a financial advisor at Savant Wealth Management with one year of industry experience. He holds a Series 65 designation and has a background that includes several periods of full-time education alongside his work at Savant. 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 operates with a scale of approximately $55.6 billion in assets under management across nearly 400 advisors.

Nicholas De Jong is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has worked at Savant Wealth Management since 2020 and was previously with Savant Capital Management from 2016 to 2020. Savant Wealth Management serves a diverse client base including 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 an investment approach combining evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by integrated accounting, legal, and trust services.

Tawn Bush is a CFP® and PFS™ with 21 years of industry experience, currently serving at Savant Wealth Management in Rockford, IL. He has worked with Savant and its affiliated entities since 2014 in various capacities. 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, and related financial services. The firm combines evidence-based asset allocation with actively managed strategies overseen by an investment committee, supporting approximately $55.6 billion in assets under management.

Richard Bender is a financial advisor at Savant Wealth Management in Rockford, IL, holding CFP® and ChFC® designations with 13 years of industry experience. He has worked at Savant Wealth Management since 2020 and previously 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 with comprehensive wealth and portfolio 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, supporting a client base with more than $55 billion in assets under management.

Jakob Loescher is a CFP®, ChFC®, and Series 65 licensed advisor with 16 years of industry experience. He has been with Savant Wealth Management and its predecessor entities since 2012. Loescher is based in Rockford, IL. 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 maintains approximately $55.6 billion in assets under management across about 397 advisors.

J Todd Keith is a financial advisor at Savant Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc. and Iroquois Federal. Outside of his advisory role, he is also employed with Iroquois Financial in a support capacity. 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 services including accounting, legal, and trust through affiliated entities.

Andrew Woods is a financial advisor with Savant Wealth Management in Rockford, Illinois, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining Savant in 2023, he worked at Encompass More Asset Management and its related entities, Appreciation Financial, Bank of America, 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, 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 range of affiliated implementation services including accounting, legal, and trust operations.

Madison Merdian is a CFP® and holds a Series 65 license with six years of industry experience. She is currently with Savant Wealth Management in Rockford, IL, where she has worked since 2023. Prior to that, she held roles at Creative Planning, LLC and Wipfli Financial Advisors, LLC. 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 actively managed strategies and supports these with affiliated accounting, legal, and trust services.

Lorene Shaw is a CFP® professional with 11 years of experience, currently serving as a financial advisor at Savant Wealth Management. She has been with Savant since 2015 through its prior and current entities. 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 asset allocation with actively managed strategies and maintains significant scale with over $55 billion in assets under management and nearly 400 advisors.