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.

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.

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.

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.

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.

Robert Stranges is a CFP® professional with 21 years of industry experience. He is currently with Savant Wealth Management and has previously worked at Empower Advisory Group, Charles Schwab and Co., Inc., and TD Ameritrade. Outside of his advisory role, he manages Pupterra LLC, an outdoor adventure resource that provides gear reviews, trip guides, and land and camp rental opportunities. 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.

Michael Mulford is a financial advisor with Merrill in Rockford, Illinois, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has worked with Merrill since 1985 and has been associated with Bank of America, N.A. since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Aaron Urbelis is a financial advisor at Charles Schwab in Rockford, IL, holding a Series 66 designation with eight years of industry experience. He has worked at Charles Schwab since 2017 and previously held positions at The Studio and LensCrafters. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios, written advice policies, and alternative investment options.

Jonathon Bowker is a financial advisor at Robert Baird & Co. in Rockford, IL, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Robert Baird & Co. since 2008. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers financial planning, portfolio management, and brokerage services tailored to client goals, utilizing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Daniel Fetty is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. He previously worked at True Value Company before joining Raymond James in 2021. Outside of his advisory role, he serves on the Board of Directors and the Finance/Investment Committee for the United Way of Greater McHenry County. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary consulting, and institutional fiduciary solutions.

Jeremy Mashburn is a financial advisor with Cambridge Investment Research Advisors in Rockford, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012. Prior to his advisory career, he worked at Federal Express for 25 years. He is also involved in providing tax preparation and planning through his business, Mashburn Tax Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing multiple investment platforms and a range of discretionary and non-discretionary implementation options.

Daisy Fernandez is a ChFC® with 13 years of industry experience, currently serving clients at Edward Jones since 2020. Her prior experience includes roles at BMO Harris Bank and JPMorgan Chase, encompassing both banking and securities positions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

John O'Connor is a CFP® professional with 21 years of industry experience. He is currently with LPL Financial and has held prior roles at Commonwealth Financial Network, Kestra Investment Services, and MSI Financial Services. Outside of his advisory work, he is a musician, songwriter, and recording artist. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jennifer Reisinger is a financial advisor with Edward Jones in Rockford, IL. She holds the ChFC® designation and Series 66 license and has 11 years of industry experience, including 12 years at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.