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Kevin H

CFP®, CFA®

Rockford, IL

Savant Wealth Management

Kevin Hrdlicka is a CFP® and CFA® with 14 years of industry experience. He has been with Savant Wealth Management and its affiliated entities since 2015, currently based in Rockford, IL. 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 integrated accounting, legal, and trust service affiliates.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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William G

CFP®, Series 66

Rockford, IL

Savant Wealth Management

William Gauger is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional affiliated with Savant Wealth Management, with two years of industry experience. Prior to joining Savant in 2024, he worked with Thrivent Financial and Thrivent Investment Management Inc. He also serves as a vacancy and guest pastor for Lutheran congregations, preaching and teaching on a part-time basis. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, and institutions, employing a combination of evidence-based asset allocation and actively managed strategies. The firm supports its clients through affiliated legal, accounting, and trust services alongside investment management.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Emily B

Series 63, Series 65

Rockford, IL

Savant Wealth Management

Emily Burke is a financial advisor at Savant Wealth Management with two years of industry experience. She previously worked at Northwestern Mutual Investment Services LLC and held roles at Melissa Thacker and M Beth Thacker. Outside of financial advising, Burke is involved with Prosep Ltd., a non-financial services business currently in acquisition, where she serves on the board. 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 in-house legal, accounting, and trust services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Scott D

CFP®, Series 66

Rockford, IL

Savant Wealth Management

Scott Demler is a CFP® with 19 years of experience in the financial industry. He has worked at Savant Wealth Management since 2020 and previously spent eight years at Savant Capital Management and four years at Edward Jones. 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 actively managed strategies and various specialized investment approaches, supported by a large team and affiliated legal, accounting, and trust services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Eric H

CFP®, Series 63

Rockford, IL

Principal Financial Services

Eric Haugdahl is a CFP® with one year of experience in the financial services industry. He is currently with Principal Financial Services and has prior experience at Stillman Bank and Envoy Mortgage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Andrew D

Series 65

Rockford, IL

Savant Wealth Management

Andrew Donahue is a Series 65-credentialed advisor at Savant Wealth Management in Rockford, IL, with less than one year of industry experience. Prior to joining Savant, he held roles at xUnlocked, the American Board of Preventive Medicine, and Mini Ducklings. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with a comprehensive suite of wealth management and financial planning services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Cory B

CFP®

Rockford, IL

Savant Wealth Management

Cory Buehler is a CFP® professional with nine years of industry experience. He has worked at Savant Wealth Management since 2021 and previously spent five years with Buckingham Strategic Wealth and Buckingham Strategic Wealth, LLC. 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.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Stacy R

Series 65

Rockford, IL

Savant Wealth Management

Stacy Roggensack is a financial advisor at Savant Wealth Management with 12 years of industry experience. She holds a Series 65 designation and has been with Savant and its affiliated entities since 2012. 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 a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by a range of affiliated service providers including accounting, legal, and trust operations.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Ryan M

CFP®, ChFC®

Rockford, IL

Savant Wealth Management

Ryan Monette is a CFP® and ChFC® at Savant Wealth Management in Rockford, IL, with 14 years of industry experience. He has been with Savant since 2015, serving in various capacities within the Savant organization. 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 actively managed strategies and sub-advised mandates, supported by a large team of advisors and integrated accounting, legal, and trust services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Jacob V

CFA®, Series 65

Rockford, IL

Savant Wealth Management

Jacob Vaiden is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has worked at Savant Wealth Management and its predecessor firms since 2015. 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 asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Elizabeth M

CFP®, Series 63, Series 65

Rockford, IL

Savant Wealth Management

Elizabeth Muldowney is a CFP®-credentialed financial advisor with 16 years of industry experience, currently with Savant Wealth Management in Rockford, IL. She has been with Savant since 2014, including its predecessor firm, and is a 30% owner and silent partner of M&L Growth and Strategy LLC, which operates Anytime Fitness locations. Savant Wealth Management serves individuals, families, charitable organizations, corporations, and high-net-worth clients with a broad range of wealth management, financial planning, and family office services. The firm employs a blend of evidence-based and actively managed investment strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Brennan B

CFP®, ChFC®

Rockford, IL

Savant Wealth Management

Brennan Blecker is a CFP® and ChFC® affiliated with Savant Wealth Management, with four years of industry experience. He has been with Savant Wealth Management since 2020, following one year at Country Financial and three years at Illinois State University. 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’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies, supported by in-house accounting, legal, and trust service affiliates.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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John S

CFP®, Series 65

Rockford, IL

Savant Wealth Management

John Swee is a CFP® and Series 65 credentialed financial advisor at Savant Wealth Management with 17 years of industry experience. He was previously with Gryphon Advisors, LLC for 17 years until its acquisition by Savant Wealth Management in 2025, and he continues as a Principal during the transition period. 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 uses a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust service entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Jonathan F

Series 65

Rockford, IL

Savant Wealth Management

Jonathan Fuller is a financial advisor at Savant Wealth Management in Rockford, IL, holding a Series 65 designation with eight years of industry experience. His career includes roles at Savant Capital Management and Savant Wealth Management since 2017, as well as a prior position at Beloit College. 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 affiliated accounting, legal, and trust service entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Chase H

CFP®, Series 66

Rockford, IL

Savant Wealth Management

Chase Hutter is a CFP® and holds a Series 66 license with six years of industry experience. He is currently an advisor at Savant Wealth Management, where he has worked since 2023. His prior experience includes roles at Fisher Investments, Whitecap Sports Group, Edward Jones, Oceanside Financial, and Cope Plastics. 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 employs an investment approach combining evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Scott W

CFP®, Series 63, Series 65

Rockford, IL

Savant Wealth Management

Scott Williams is a CFP® with seven years of experience in the financial services industry. He has worked at Savant Wealth Management since 2021, with prior experience at LPL Financial and BMO Harris Bank. Outside of his advisory role, he is involved in a real estate rental business. Savant Wealth Management serves a wide range of clients including 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 benefits from integrated accounting, legal, and trust services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Brent K

CFP®, Series 63, Series 65

Rockford, IL

Savant Wealth Management

Brent Kalka is a CFP® with 32 years of experience in the financial services industry. He is currently with Savant Wealth Management and has previously worked at firms including IHT Wealth Management LLC, LPL Financial, Independent Financial Partners, and 1st Global entities. 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 an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Shaun L

CFP®, Series 65

Rockford, IL

Savant Wealth Management

Shaun Luce is a CFP® and holds a Series 65 license, currently working with Savant Wealth Management in Rockford, IL. He has been with Savant since 2023 and has one year of industry experience. Prior to his advisory role, he spent time at the University of Wisconsin - Madison and worked with the Freedom Boat Club. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, institutions, and high-net-worth clients. The firm employs a blend of evidence-based and actively managed investment strategies, supported by affiliated accounting, legal, and trust service entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Gregory M

CFP®, Series 63

Rockford, IL

Principal Financial Services

Gregory Massino is a CFP®-certified financial advisor with 39 years of industry experience. He is currently with Principal Financial Services and has previously been associated with The Argyle Group Inc. and Massino Financial Group Inc., where he also serves as president. Massino is involved in outside insurance sales, offering fixed life, health, disability, fixed annuities, and long-term care insurance through various carriers. 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 asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Matthew A

CFP®, Series 65

Rockford, IL

Savant Wealth Management

Matthew Armstrong is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. He has been with Savant Wealth Management since 2020 and previously worked at Savant Capital Management from 2012 to 2020. Armstrong holds the Series 65 license and is based in Rockford, Illinois. 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 affiliated entities offering accounting, legal, and trust services.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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