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Allison A
CFP®, Series 65
Rockford, IL
Savant Wealth Management
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 S
Series 65
Rockford, IL
AE Wealth Management, LLC
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 S
CFP®, Series 65
Rockford, IL
Savant Wealth Management
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 B
Series 65
Rockford, IL
Savant Wealth Management
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 H
Series 65
Rockford, IL
Savant Wealth Management
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 V
CFP®, Series 65
Rockford, IL
Savant Wealth Management
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 P
Series 63, Series 65
Rockford, IL
Principal Financial Services
Michael Petersen is a financial advisor at Principal Financial Services with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Principal Securities Inc. since 2016. Outside of his advisory role, he serves as a youth coordinator for Pheasants Forever. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager programs.
Michael H
Series 65
Rockford, IL
Savant Wealth Management
Michael Homan is a financial advisor at Savant Wealth Management with six years of industry experience. He holds the Series 65 designation and has worked at Savant Wealth Management and its affiliated entities since 2017, with prior experience at Ekstrom Carlson. 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 asset allocation with actively managed strategies and sub-advised mandates, supported by significant scale and integrated accounting, legal, and trust services.
Jason E
Series 63, Series 65
Rockford, IL
Savant Wealth Management
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 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.
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.
Pietro C
CFP®, Series 66
Clinton, WI
Wealth Enhancement Advisory Services, LLC
Pietro Cimino is a CFP® and holds a Series 66 license with seven years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial and Morgan Stanley. Outside of his advisory role, he is involved with Cimino & Associates Inc., a home-based business entity for tax and investment purposes. Wealth Enhancement Advisory Services provides financial planning and asset management services to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach that combines passive and active management overseen by an internal Investment Committee.
Kimberly R
Series 63, Series 65
Rockford, IL
Savant Wealth Management
Kimberly Richey is a financial advisor at Savant Wealth Management with seven years of industry experience. She previously worked at Goldman Sachs & Co. LLC for five years and spent time at Ycharts and the University of Chicago Booth School. Kimberly also engaged in extended travel during 2017. 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 combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services.
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.
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.
Zulfiqar N
ChFC®, Series 63, Series 65
Loves Park, IL
PNC Wealth Management
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 F
CFP®, Series 65
Rockford, IL
Savant Wealth Management
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 W
Series 65
Rockford, IL
Savant Wealth Management
Ethan Watts is a financial advisor with Savant Wealth Management in Rockford, IL. He holds a Series 65 credential and has one year of industry experience. His prior work includes roles at Hendricks Commercial Properties and various educational institutions, including Beloit College and Rock Valley College. 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 uses an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services.
Jonathan H
Series 65
Beloit, WI
AE Wealth Management, LLC
Jonathan Hoskins is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Seyller Financial Group, LLC and KP Counseling. Outside of his advisory role, he is also an insurance agent involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services, utilizing a platform-centered approach that incorporates models managed internally, by third parties, and by advisors.
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.
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