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® professional with six years of industry experience, currently serving clients at Savant Wealth Management in Rockford, IL. She has worked at Savant since 2016 across its affiliated entities. 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 uses a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Jarid Funderburg is a financial advisor at Savant Wealth Management in Rockford, IL, holding a Series 65 designation with three years of industry experience. His prior work includes roles at RAEDC, OSF Healthcare, and Rockford University. Savant Wealth Management provides comprehensive wealth management, portfolio 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, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through 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.

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.

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®-certified financial advisor with 10 years of industry experience. He currently works at Savant Wealth Management and previously was with Plante Moran Financial Advisors and Linenger Wealth Management, LLC. 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 services and utilizes a blended investment approach combining evidence-based, model-driven asset allocation with active management strategies overseen by an investment committee.

Derek Carter is a CFP® with 13 years of industry experience, currently serving at Savant Wealth Management in Rockford, IL. He has worked within the Savant organization since 2015, including roles at Savant Capital Management and Savant Wealth Management. Savant Wealth Management provides comprehensive wealth management services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Michael Mallon is a financial advisor at Savant Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Safe Haven Security Services LLC and Bestbuy. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and supports its offerings with integrated 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.