Anthony Spangenberg is a CFP®, CFA®, and Series 66-licensed advisor with 18 years of industry experience. He has been with Savant Wealth Management since 2020, following four years at Savant Capital Management. Both firms are part of the same enterprise headquartered in Rockford, IL. Savant Wealth Management provides comprehensive wealth management, portfolio 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 employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies and sub-advised mandates, supported by centralized resources and affiliated legal, accounting, and trust services.

Bradley Stewart is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Savant Wealth Management since 2020 and was previously with Savant Capital Management from 2015 to 2020. He is based in Rockford, IL. Savant Wealth Management provides comprehensive wealth 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 a range of actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.

Alexandra Heusel is a financial advisor at Savant Wealth Management with four years of industry experience. She holds a Series 65 designation and has worked at IWP Family Office, Personal Capital, and Dodge & Cox prior to joining Savant. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Ronald Mortellaro is a financial advisor with Kestra Advisory in Rockford, Illinois, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked with Kestra Investment Services, LLC starting in 2011. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Stephen Lorence is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Savant Wealth Management since 2020, following prior roles at Savant Capital, LLC and United Capital. 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 retirement plan consulting. 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 Witt is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2020. He previously worked at Huber Financial Advisors, LLC for seven years. 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 sub-advised mandates, supported by in-house capabilities including accounting, legal, and trust services.

Tanner Scherer is a financial advisor at Savant Wealth Management in Rockford, IL, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Savant, he has experience with several organizations, including Event Essentials and EcoWash. Outside of finance, he has been involved in recreational and athletic organizations such as the University of Wisconsin - Milwaukee University Recreation and the Wisconsin Hockey Officials Association. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with a range of wealth management, portfolio management, financial planning, retirement 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 platform of approximately 395 advisors and integrated legal, accounting, and trust services.

Carl Mook is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Brookstone since 2014 and has longstanding roles with AIG American General Life Insurance Company and his own Carl Mook Financial Group dating back to 1981. He also teaches a class at Rock Valley College in Rockford, IL. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm emphasizes a platform approach, supporting a large advisor network with turnkey asset management services and offering a range of discretionary investment strategies.

Mitchell Massino is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Massino Financial Group, Inc. since 2022 and has a background that includes roles at Principal Securities and Peak Fitness. Outside of his advisory duties, Massino serves as a high school baseball coach, assisting student athletes with both athletics and life skills. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by these managers.

Jacob Danowski is a CFP® and holds a Series 65 license, with four years of industry experience. He has worked at Savant Wealth Management since 2022 and previously held roles at Monroe Financial Partners, Federated Mutual Insurance Corporation, and Mortgage Guaranteed Insurance Corporation. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an investment approach combining evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Jeffrey Lewis is a CFP®, ChFC®, and Series 65 credentialed advisor with eight years of industry experience. He has been with Savant Wealth Management since 2020 and held multiple roles within Savant Capital Management from 2015 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, financial planning, and related services. The firm’s investment approach combines evidence-based, model-driven asset allocation with a range of actively managed strategies and is supported by affiliated accounting, legal, and trust services.

Tha Trinh is a financial advisor with Savant Wealth Management in Rockford, IL, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Savant Wealth Management, Tha worked at Wells Fargo Clearing Services, Wells Fargo Bank, and NYLIFE Securities LLC, as well as New York Life Insurance Company. 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 blended investment approach that includes evidence-based asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust service entities.

Paul Bode is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. He previously worked at Plante Moran Financial Advisors and Linenger Wealth Management, LLC. Savant Wealth Management provides comprehensive wealth management, portfolio 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 combines evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

Derek Carter is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Savant Wealth Management in Rockford, IL. He has been with Savant and its affiliated entities since 2015, including roles at Savant Capital Management. 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 asset allocation with both actively managed and passive investment strategies, supported by affiliated legal, accounting, and trust service entities.

Michael Mallon is a financial advisor at Savant Wealth Management in Rockford, IL, holding a Series 65 credential with two years of industry experience. Before entering the financial industry, he worked for Bestbuy for 12 years and spent time at Safe Haven Security Services LLC. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth and portfolio management, financial planning, retirement 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 its large scale and affiliated accounting, legal, and trust services.

Dallas Traser is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Savant Wealth Management, where he has worked since 2022. Prior to joining Savant, he worked at Collins Aerospace and has experience in the travel industry. 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 offers comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services, combining evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.

Jon Aldrich is a CFP® professional with 18 years of industry experience. He is currently with Farther Finance Advisors and previously spent over two decades at Focus Financial Advisors. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

William Gunlicks is a CFP® and Series 65 licensed advisor with 19 years of industry experience. He has worked at Savant Wealth Management since 2020 and previously spent six 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 overseen by an investment committee, and its scale supports extensive in-house capabilities.

Lerroy Ongadi is a financial advisor at Savant Wealth Management in Rockford, IL, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at Strategic Wealth Partners, LaSalle Investment Management, INX Securities, CF Innovation Group, and Merrill. 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 employs a blended investment approach combining evidence-based asset allocation with actively managed strategies and operates with substantial scale and integrated legal, accounting, and trust affiliates.

Grant Moore is a CFP® and holds a Series 65 license with 18 years of industry experience. He has been with Savant Wealth Management since 2020 and previously worked at 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, 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 a range of actively managed investment strategies and benefits from integrated accounting, legal, and trust services.