Donald Duncan is a CFP®, CFA®, PFS™, and Series 65 credentialed advisor with 27 years of experience. He has worked primarily at Savant Wealth Management and its predecessor firms since 1997, including D3 Financial Counselors and Savant Capital Management. Duncan 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, 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 offers integrated legal, accounting, and trust services through affiliated entities.

Eamon Verdone is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Savant Wealth Management in Rockford, IL. He has been with Savant and its affiliated entities since 2014, holding various roles within the firm throughout that time. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a combined evidence-based and actively managed investment approach and offers integrated accounting, legal, and trust services through affiliated entities.

Edward Mc Dougal is a CFP® professional with six years of industry experience, currently serving at Savant Wealth Management since 2023. Prior to joining Savant, he worked at Baird from 2019 to 2023. Outside of his advisory role, he is involved as a soccer coach with Trevian Soccer Club and tutors students part-time. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension plans, and high-net-worth clients. The firm uses a combination of evidence-based asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Adam Glassberg is a Certified Financial Planner (CFP®) with 15 years of industry experience. He has worked at Savant Wealth Management since 2020 and previously held roles at Savant Capital Management and D3 Financial Counselors. 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 uses a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust service entities.

Michael Cyrs is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Savant Wealth Management since 2020. Prior to this, he worked at Savant Capital Management from 2014 to 2020. He is also the owner of Savant Legal LLP, a law firm providing estate and other legal services in Rockford, Illinois, though he spends minimal time on this activity. Savant Wealth Management serves a diverse client base 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 employs a blend of evidence-based, model-driven asset allocation and actively managed strategies overseen by an investment committee.

Daryl Dagit is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has worked with Savant Wealth Management since 2020 and was previously with 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 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 provides integrated accounting, legal, and trust services through affiliated entities.

Jared Oates is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Savant Wealth Management with two years of industry experience. His prior work includes roles at Chicago Partners Wealth Advisors and a four-year period at Trinity Christian College. 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 maintains extensive in-house capabilities supported by approximately 395 advisors.

David Huber is a CFP® professional with 42 years of experience in the financial industry. He is currently with Savant Wealth Management, where he has worked in various capacities since 2020. Prior to that, he founded and operated Huber Financial Advisors, LLC for seven years. 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 affiliated accounting, legal, and trust services.

Michael Goldstein is a financial advisor at Savant Wealth Management with 22 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Savant since 2022, following an 11-year tenure at Addison Clark 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’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by integrated accounting, legal, and trust services.

Thomas Dicristofaro is a financial advisor with Savant Wealth Management in Rockford, IL, holding Series 63 and Series 66 licenses and 32 years of industry experience. His prior experience includes 25 years at TIAA and four years at Financial Engines Advisors L.L.C. He has ownership interests in several real estate properties in Mooresville, NC. 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’s investment approach combines evidence-based asset allocation with actively managed strategies and is supported by integrated legal, accounting, and trust service affiliates.

Patrick Lawlor is a CFP® and CFA® with 11 years of industry experience. He is currently with Savant Wealth Management and has previously worked at The Mather Group, LLC and Alpha Fiduciary. 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 employs a blended 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.

Martin Perdoux is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Savant Wealth Management since 2020, following roles at Savant Capital Management and Wells Fargo Advisors. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, offering comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm employs a hybrid investment approach combining evidence-based asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

Jessica Knudsen is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2020. She has been with affiliated entities of Savant since 2012. 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 employs a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by its scale and integrated accounting, legal, and trust services.

David Close is a CFP® professional with 23 years of industry experience, currently serving at Savant Wealth Management since 2025. Prior to joining Savant, he worked for Gryphon Advisors, LLC for 19 years and has been involved with Close and Associates, LLC since 1985, where he provides tax planning and preparation services. He remains engaged as President and owner of Gryphon Advisors during its transition to 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, supported by in-house accounting, legal, and trust affiliates.

Theresa Harezlak is a CFP® professional with 18 years of industry experience. She has worked with Savant Wealth Management since 2020 and was previously with Savant Capital Management from 2012 to 2020. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting 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 operates with integrated accounting, legal, and trust services.

Christopher Plagge is a financial advisor with Savant Wealth Management in Rockford, IL, holding a Series 65 credential and having nine years of industry experience. He has been with Savant and its predecessor entities 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, portfolio 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 and sub-advised mandates, supported by centralized resources and a broad range of affiliated service providers.

Paulina Ksiazek is a CFP® and holds a Series 65 license, with five years of industry experience. She has worked at Savant Wealth Management since 2020, following five years at Huber Financial Advisors. 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 a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by in-house legal, accounting, and trust service affiliates.

Milo Olson is a financial advisor at Savant Wealth Management in Rockford, IL, holding a Series 66 designation with four years of industry experience. His career includes roles at CUSO Financial Services and NEFCU prior to joining Savant. 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 sub-advised mandates, supported by extensive in-house capabilities and affiliated accounting, legal, and trust services.

Allison Alexander is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. She has been with Savant Wealth Management since 2020 and previously worked at Savant Capital Management from 2015 to 2020. Both roles have been within the same enterprise. 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 a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by in-house legal, accounting, and trust affiliates, managing approximately $55.6 billion in assets across 397 advisors.

Anthony Sapienza is a CFP® and holds a Series 65 license with 21 years of experience in the financial services industry. He worked at Gryphon Advisors, LLC for 19 years before joining Savant Wealth Management in 2025. During the transition period following Savant's acquisition of Gryphon Advisors, he serves as a Principal for Gryphon Advisors. 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 combines evidence-based, model-driven asset allocation with actively managed investment strategies and offers integrated services including accounting, legal, and trust offerings through affiliated entities.