Daniel Osborn is a financial advisor at Harbour Investments, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Meraki Wealth Management, Mass Mutual Investors Services, and Metlife Securities. Outside of his advisory role, he is also an independent insurance agent, including activities related to equity index annuities. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a mix of fundamental and technical analysis to create customized portfolios using various investment instruments and offers model-based solutions through a subscription platform.

Heath Sorenson is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Associated Investment Services, Inc. and has held prior roles at firms including Midland Wealth Advisors, Raymond James Financial, and CedarPoint Investment Advisors. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm delivers advisory solutions through third-party managers and affiliated entities, managing over $1 billion in assets with a focus on model portfolio and separately managed account programs.

Noah Wadley is a financial advisor at Harbour Investments, Inc. He holds a Series 66 designation and has recently begun his career in the industry. Prior to joining Harbour Investments, he worked at Meraki Wealth Management and Faribanks Morse, and before that held positions at Rock Valley College and The Keystone School. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored to each advisor and client.

Chuanqi Wang is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been associated with Royal Fund Management and its affiliated entity Rick Wang Financial, LLC since 2016 and has operated as a sole proprietor since 2001. Royal Fund Management serves individual investors including high-net-worth clients, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs a variety of investment strategies tailored to client risk tolerance and manages approximately $1.55 billion in assets with a team of 83 advisors.

Antonio Filippone is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has previously worked at firms including Retirement Wealth Advisors and Horter Investment Management. Filippone also teaches adult education courses on retirement planning, social security, Medicaid, and tax law changes at Rock Valley Community College and develops marketing courses for insurance-driven advisory practices through his coaching business. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios that are actively monitored and rebalanced, while also providing technology and operational support to other advisers.

Adin Ocasio is a CFP®-designated financial advisor with three years of industry experience, currently with Savant Wealth Management. His prior work includes roles at Vermillion Financial Advisors and various positions outside the financial sector, such as at Amazon and Greater Chicago Transit. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, and charitable organizations, offering comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated entities providing accounting, legal, and trust services.

Aurora Coleman is a financial advisor at Transamerica Retirement Advisors, LLC with four years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes positions at Transamerica Capital Inc, Tata Consulting Services, and Transamerica. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with tailored managed advice and investment education services, utilizing proprietary tools and model portfolios developed in partnership with Morningstar Investment Management.

Douglas Morton III is a CFP® and Series 65 credentialed advisor with 23 years of industry experience. He has been with Savant Wealth Management since 2020, following prior roles at Huber Financial Advisors, LLC and United Capital Advisers, LLC. 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 sub-advised mandates, supported by extensive in-house resources across accounting, legal, and trust services.

Marcello Desjardins is a financial advisor at Savant Wealth Management with one year of industry experience. He holds a Series 65 credential and has prior work experience at Kappa Kappa Gamma, Dicks Sporting Goods, and the Jenks Public School System. 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 asset allocation with actively managed strategies and maintains approximately $55.6 billion in assets under management across about 397 advisors.

Peter Basile is a financial advisor at Savant Wealth Management with eight years of industry experience. He holds a Series 65 designation and previously worked at Robert Baird for five years before 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 and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services.

Drake Grindle is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has been with Savant Wealth Management since 2020, following prior roles at Savant Capital Management and BDO USA, LLP. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to a diverse client base including individuals, families, and high-net-worth clients. The firm employs a blended investment approach of evidence-based asset allocation and actively managed strategies, supported by affiliated entities offering accounting, legal, and trust services.

Noah Gay is a CFP® and Series 65–licensed advisor with two years of industry experience. He is currently with Savant Wealth Management, where he has worked since 2023. Prior to this, he held positions at Illinois Farm Business Farm Management, Centrec Consulting, and Farmers State Bank. 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 employs a blended investment approach using evidence-based, model-driven asset allocation alongside actively managed strategies, supported by affiliated accounting, legal, and trust services.

Timothy Mayer is a CFP® professional affiliated with Savant Wealth Management in Rockford, IL, with one year of industry experience. His prior work includes roles at RSM US LLP, Moss Adams, PricewaterhouseCoopers LLC, and Sassetti CPAs. Savant Wealth Management serves a wide range of clients, including individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Christopher Ruedi is a CFP® certificant and Series 66 license holder with 13 years of industry experience. He has worked at Savant Wealth Management since 2020 and previously held roles at Savant Capital Management, ValMark Advisers, Valmark Securities, and Kingston Wealth Management. 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 consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and unique offerings supported by affiliated accounting, legal, and trust services.

Patrick O Sullivan is a financial advisor at Savant Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Calamos Advisors LLC, Calamos Financial Services LLC, and Nuveen Asset Management, LLC. 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 offers integrated accounting, legal, and trust services through affiliated entities.

Mary Lynch is a CFP® at Savant Wealth Management with six years of industry experience. She has been with Savant since 2016, working through its affiliated entities including Savant Capital Management before joining the enterprise firm in 2020. Savant Wealth Management serves 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 a range of actively managed strategies and sub-advised mandates, supported by integrated legal, accounting, and trust services.

Jarid Funderburg is a financial advisor at Savant Wealth Management with four years of industry experience. He holds a Series 65 designation and has worked at Savant since 2021. His prior roles include positions at RAEDC, OSF Healthcare, and Rockford University. 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 combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by an investment committee and various affiliated entities.

Jonathan Panzica is a CFP® professional with four years of industry experience, currently with Savant Wealth Management. He has held various roles at Savant since 2019. Outside of his advisory work, he is a limited partner in Zeke's Sports LP, an online retail business specializing in sports and trading cards and memorabilia. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm utilizes a blended investment approach combining evidence-based asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

Justin Smith is a CFP®, CFA®, and Series 66 credentialed advisor with 13 years of industry experience. He has worked at Savant Wealth Management since 2020 and previously was with Savant Capital Management and Slayton Lewis. He is also a minority owner of Written Resume, LLC, a resume writing and career coaching business. 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, model-driven asset allocation with actively managed strategies and is supported by affiliated accounting, legal, and trust services.

Brian Knabe is a CFP® and holds a Series 65 license with 18 years of industry experience. He has worked at Savant Wealth Management since 2020 and previously held roles at Flambeau Hospital, Savant Capital Management, and the University of Illinois College of Medicine. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement 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 offers integrated services including accounting, legal, and trust operations.