Kristie Curtiss is a financial advisor with Fifth Third Securities, Inc. in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Fifth Third Securities since 2014. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and an optional tax-overlay service.

Michael Ollmann is a CFP® and Series 65-registered advisor with Creative Planning, bringing nine years of industry experience. He worked at Heritage Way Advisors, LLC from 2016 to 2021 before joining Creative Planning in 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

David Licary is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He is co-owner of Strategic Wealth Management and has worked at several firms including Securities America Advisors and Cetera Advisor Networks. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance, while offering access to various discretionary model portfolios and customized investment solutions.

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.

Chad Demarre is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 13 years of industry experience and has worked with firms including NYLife Securities and Intandem Financial Strategies and Insurance Solutions, LLC, which he owns. Outside of advisory work, he hosts the Nimble Journey Podcast, an inspirational talk show focused on life experiences. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisors. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, often working with institutional sponsors within the New York Life affiliate structure.

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.