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Kimberley R
Series 65, Series 63
Rockford, IL
Savant Wealth Management
Kimberley Rodriguez is a financial advisor at Savant Wealth Management in Rockford, IL, holding Series 65 and Series 63 licenses with one year of industry experience. She has previously worked at Fifth Third Securities and Fifth Third Bank, where she was employed for several years. 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.
Kevin K
ChFC®, Series 63, Series 65
Rockford, IL
Savant Wealth Management
Kevin Kingston is a financial advisor at Savant Wealth Management with 49 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His career includes long tenures at The Equitable Life Assurance Society, Valmark Securities, and affiliated firms prior to joining Savant. 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 uses a blended investment approach combining evidence-based asset allocation with actively managed strategies and operates with affiliated legal and accounting entities.
Kevin H
CFP®, CFA®
Rockford, IL
Savant Wealth Management
Kevin Hrdlicka is a CFP® and CFA® with 14 years of industry experience. He has been with Savant Wealth Management and its affiliated entities since 2015, currently 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, 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 service affiliates.
William G
Series 66
Rockford, IL
Savant Wealth Management
William Gauger is a financial advisor at Savant Wealth Management with two years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he serves as a vacancy and guest pastor for Lutheran congregations, providing preaching, teaching, and visitation support on weekends. 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 an investment approach that combines evidence-based asset allocation with actively managed strategies and benefits from centralized resources supporting a substantial advisor network.
Emily B
Series 63, Series 65
Rockford, IL
Savant Wealth Management
Emily Burke is a financial advisor at Savant Wealth Management with two years of industry experience. She previously worked at Northwestern Mutual Investment Services LLC and held roles at Melissa Thacker and M Beth Thacker. Outside of financial advising, Burke is involved with Prosep Ltd., a non-financial services business currently in acquisition, where she serves on the board. 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 in-house legal, accounting, and trust services.
Scott D
CFP®, Series 66
Rockford, IL
Savant Wealth Management
Scott Demler is a CFP® and holds a Series 66 license with 18 years of experience in the financial services industry. He has been with Savant Wealth Management since 2020 and previously worked at Savant Capital Management from 2012 to 2020. 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 combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.
Andrew D
Series 65
Rockford, IL
Savant Wealth Management
Andrew Donahue is a Series 65-credentialed advisor at Savant Wealth Management in Rockford, IL, with less than one year of industry experience. Prior to joining Savant, he held roles at xUnlocked, the American Board of Preventive Medicine, and Mini Ducklings. 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 a comprehensive suite of wealth management and financial planning services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.
Cory B
CFP®
Rockford, IL
Savant Wealth Management
Cory Buehler is a CFP® professional with nine years of industry experience. He has worked at Savant Wealth Management since 2021 and previously spent five years with Buckingham Strategic Wealth and Buckingham Strategic Wealth, LLC. 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.
Stacy R
Series 65
Rockford, IL
Savant Wealth Management
Stacy Roggensack is a financial advisor at Savant Wealth Management with 12 years of industry experience. She holds a Series 65 designation and has been with Savant and its affiliated entities since 2012. Savant Wealth Management provides comprehensive wealth management 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 a range of affiliated service providers including accounting, legal, and trust operations.
Ryan M
CFP®, ChFC®
Rockford, IL
Savant Wealth Management
Ryan Monette is a CFP® and ChFC® at Savant Wealth Management in Rockford, IL, with 14 years of industry experience. He has been with Savant since 2015, serving in various capacities within the Savant organization. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, 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 strategies and sub-advised mandates, supported by a large team of advisors and integrated accounting, legal, and trust services.
Jacob V
CFA®, Series 65
Rockford, IL
Savant Wealth Management
Jacob Vaiden is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has worked at Savant Wealth Management and its predecessor firms since 2015. 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 asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.
Elizabeth M
CFP®, Series 63, Series 65
Rockford, IL
Savant Wealth Management
Elizabeth Muldowney is a CFP®-credentialed financial advisor with 16 years of industry experience, currently with Savant Wealth Management in Rockford, IL. She has been with Savant since 2014, including its predecessor firm, and is a 30% owner and silent partner of M&L Growth and Strategy LLC, which operates Anytime Fitness locations. Savant Wealth Management serves individuals, families, charitable organizations, corporations, and high-net-worth clients with a broad range of wealth management, financial planning, and family office services. The firm employs a blend of evidence-based and actively managed investment strategies and offers integrated legal, accounting, and trust services through affiliated entities.
Brennan B
CFP®, ChFC®
Rockford, IL
Savant Wealth Management
Brennan Blecker is a CFP® and ChFC® with four years of industry experience. He has been with Savant Wealth Management since 2020, following a prior role at Country Financial and work at Illinois State University. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm utilizes a blend of evidence-based, model-driven asset allocation alongside actively managed strategies overseen by an investment committee.
John S
CFP®, Series 65
Rockford, IL
Savant Wealth Management
John Swee is a CFP® and Series 65 credentialed financial advisor at Savant Wealth Management with 17 years of industry experience. He was previously with Gryphon Advisors, LLC for 17 years until its acquisition by Savant Wealth Management in 2025, and he continues as a Principal during the transition period. 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 uses a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust service entities.
Jonathan F
Series 65
Rockford, IL
Savant Wealth Management
Jonathan Fuller is a financial advisor at Savant Wealth Management in Rockford, IL, holding a Series 65 designation with eight years of industry experience. His career includes roles at Savant Capital Management and Savant Wealth Management since 2017, as well as a prior position at Beloit College. 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 affiliated accounting, legal, and trust service entities.
Chase H
CFP®, Series 66
Rockford, IL
Savant Wealth Management
Chase Hutter is a CFP® and holds a Series 66 license with six years of industry experience. He is currently an advisor at Savant Wealth Management, where he has worked since 2023. His prior experience includes roles at Fisher Investments, Whitecap Sports Group, Edward Jones, Oceanside Financial, and Cope Plastics. 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 employs an investment approach combining evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.
Scott W
CFP®, Series 63, Series 65
Rockford, IL
Savant Wealth Management
Scott Williams is a CFP® with seven years of experience in the financial services industry. He has worked at Savant Wealth Management since 2021, with prior experience at LPL Financial and BMO Harris Bank. Outside of his advisory role, he is involved in a real estate rental business. Savant Wealth Management serves a wide range of clients including 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 asset allocation with actively managed strategies and benefits from integrated accounting, legal, and trust services.
Brent K
CFP®, Series 63, Series 65
Rockford, IL
Savant Wealth Management
Brent Kalka is a CFP® with 32 years of experience in the financial services industry. He is currently with Savant Wealth Management and has previously worked at firms including IHT Wealth Management LLC, LPL Financial, Independent Financial Partners, and 1st Global entities. 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, model-driven asset allocation with actively managed strategies overseen by an investment committee.
Shaun L
CFP®, Series 65
Rockford, IL
Savant Wealth Management
Shaun Luce is a CFP® and holds a Series 65 license, currently working with Savant Wealth Management in Rockford, IL. He has been with Savant since 2023 and has one year of industry experience. Prior to his advisory role, he spent time at the University of Wisconsin - Madison and worked with the Freedom Boat Club. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, institutions, and high-net-worth clients. The firm employs a blend of evidence-based and actively managed investment strategies, supported by affiliated accounting, legal, and trust service entities.
Matthew A
CFP®, Series 65
Rockford, IL
Savant Wealth Management
Matthew Armstrong is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. He has been with Savant Wealth Management since 2020 and previously worked at Savant Capital Management from 2012 to 2020. Armstrong holds the Series 65 license and is based in Rockford, Illinois. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, 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 strategies and sub-advised mandates, supported by affiliated entities offering accounting, legal, and trust services.
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