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.

Mitchell Massino is a financial advisor with Principal Financial Services in Rockford, IL, holding Series 63 and Series 65 designations and four years of industry experience. He serves as vice president at Massino Financial Group and has a background that includes roles at Principal Securities and Peak Fitness. Outside of his advisory work, he coaches high school baseball, assisting student athletes in 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, and access to third-party money manager solutions under various advisory and promoter arrangements.

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.

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.

Nicole Cordonnier is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at J.P. Morgan Securities for 10 years before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees.

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.

Gabriel Gonzalez is a CFP® and holds a Series 66 designation with 18 years of industry experience. He has been with Savant Wealth Management since 2020 and previously worked at Savant Capital Management for eight years. Gonzalez is based in Rockford, IL. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to 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 in-house legal, accounting, and trust services.

Danielle Moore is a CFP® with 16 years of industry experience. She has worked at Savant Wealth Management since 2020 and previously spent eight years with TIAA-CREF. 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 asset allocation with actively managed strategies and sub-advised mandates, supported by in-house accounting, legal, and trust services.

Isabelle Lance is a CFP® and holds a Series 65 license with two years of industry experience. She has been with Savant Wealth Management since 2023. Prior to her financial advisory role, she had work experience at Illinois State University and Panera Bread. 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’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and is supported by a broad range of in-house capabilities and affiliated entities.

Jeffrey Hartle is a financial advisor with Principal Financial Services in Rockford, IL, holding Series 66 and Series 63 credentials and bringing 16 years of industry experience. He previously worked for Stillman Bank for 20 years before joining Principal Securities Inc and Principal Life Insurance Company in 2025. Hartle serves as a board member and finance committee member for the Boone County Community Foundation, a nonprofit organization that raises funds for the benefit of Boone County. 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 financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically handled on a discretionary basis by those managers.