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Jason E

Series 63, Series 65

Rockford, IL

Savant Wealth Management

Jason English is a financial advisor at Savant Wealth Management in Rockford, IL, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Financial Engines Advisors and TD Ameritrade. Savant Wealth Management serves a diverse client base including individuals, families, pension plans, and charitable organizations, offering comprehensive wealth management, financial planning, and specialized services through affiliated legal, accounting, and trust entities. The firm uses a combination of evidence-based, model-driven asset allocation and actively managed strategies across a range of investment options.

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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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® with four years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior experience includes roles at Sawyer Falduto Asset Management and work in education with Elmhurst School District and Indiana University. Savant Wealth Management provides comprehensive wealth management and financial planning 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 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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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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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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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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Cory B

CFP®, Series 65

Rockford, IL

Savant Wealth Management

Cory Barel is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He has been with Savant Wealth Management in Rockford, IL, since 2019, serving in various capacities at the firm. Savant Wealth Management provides comprehensive wealth management, portfolio management, and financial planning 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.

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 S

CFP®, Series 66

Rockford, IL

Savant Wealth Management

Robert Stranges is a CFP®-credentialed financial advisor with 21 years of industry experience. He is currently with Savant Wealth Management and has held prior roles at Empower Financial Services, Charles Schwab and Co., TD Ameritrade, and T. Rowe Price Advisory Services. Outside of his advisory work, he manages Pupterra LLC, a business focusing on outdoor adventure resources, including gear reviews and trip guides. 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 affiliated services in 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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