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® with 19 years of industry experience. She has been with Savant Wealth Management since 2020, following eight years at Savant Capital Management. Both firms are part of an enterprise serving a wide range of clients with comprehensive wealth management services. Savant Wealth Management serves 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 extensive in-house capabilities supported by affiliated 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.

Andrew Seyller is a Series 65-licensed financial advisor with 11 years of industry experience. He has worked at AE Wealth Management since 2018 and previously held roles at Global Financial Private Capital and Seyller Financial Group, which he has been involved with since 2012. Outside of his advisory work, Seyller coaches youth basketball and serves on the advisory council of a Lutheran school. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plans, trusts, charities, and businesses. The firm offers a platform-centered approach with model portfolios, discretionary management, financial planning, and consulting services.

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.

Jack Buchholz is a Series 65-licensed advisor at Savant Wealth Management with one year of industry experience. His work background includes roles outside the financial sector, such as positions at Banter Marketplace and community organizations in Illinois. Savant Wealth Management serves a diverse client base including individuals, families, pension plans, charitable organizations, and high-net-worth clients, offering comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust services through affiliated entities.

Brian Herrera is a financial advisor with Savant Wealth Management in Rockford, IL, holding a Series 65 credential and one year of industry experience. He previously worked at Chase Bank and Associated Bank and served four years in the United States Marine Corps. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based and actively managed investment strategies and offers integrated services including accounting, legal, and trust solutions.

Grant Voller is a CFP® and Series 65 credentialed advisor with one year of industry experience. He currently works at Savant Wealth Management in Rockford, IL. His prior experience includes roles at Wipfli Financial Advisors and the University of Illinois Urbana-Champaign. 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’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by extensive in-house capabilities and centralized resources.

Michael Homan is a financial advisor at Savant Wealth Management with seven years of industry experience. He holds a Series 65 designation and has been with Savant and its predecessor firms since 2015. 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 strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Jason English is a financial advisor at Savant Wealth Management with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Engines Advisors L.L.C. and Tmfs Advisors, Llc. 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 centralized resources and affiliated entities offering accounting, legal, and trust services.

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.

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.

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.

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.

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.

Zulfiqar Naqvi is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining PNC, he worked at Edward Jones, Bank of America, Merrill, and several other financial firms. Outside of his advisory role, he was an owner and operator of a taxi business for 10 years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven portfolio selection and implements investments via approved model strategies managed by PNC or third-party strategists.

Andrew Falduto is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Savant Wealth Management in Rockford, IL, where he has worked since 2021. Prior to joining Savant, he spent time at Sawyer Falduto Asset Management and has experience in education through roles at Indiana University and Elmhurst School District. 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 large team of advisors and affiliated accounting, legal, and trust service entities.