Gerard Korabik is a CFP® with 19 years of industry experience. He has been with Savant Wealth Management since 2020 and was previously with Savant Capital Management from 2012 to 2020. He operates out of Rockford, Illinois. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting 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 a range of related services through affiliated accounting, legal, and trust entities.

Adam Hawkins is a financial advisor with Principal Financial Services in Belvidere, Illinois, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Stephens Inc. and RSM, and he served in the U.S. Army from 2013 to 2017. Outside of advisory work, he is the President of the Belvidere Family YMCA Board and hosts a personal podcast featuring interviews with influencers in fitness, sports, and medicine. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Kevin Phillips is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2020. Prior to this, he worked at Savant Capital Management from 2014 to 2020. He holds the Series 66 license and 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 employs a blend of evidence-based asset allocation with actively managed strategies and benefits from in-house accounting, legal, and trust service affiliates.

Casey Christianson is a CFP® and ChFC® with seven years of industry experience. He has been with Savant Wealth Management since 2020, following prior roles at Savant Capital Management and Peoples Exchange Bank. Christianson is 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 and related financial services. The firm combines evidence‑based, model‑driven asset allocation with actively managed strategies overseen by an investment committee, supporting approximately $55.6 billion in assets under management.

Stephen Cummings Jr. is a financial advisor at Savant Wealth Management in Rockford, IL, holding the ChFC® designation and a Series 65 license with 19 years of industry experience. He has been with Savant Wealth Management since 2020, following five years at Savant Capital Management. 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 offers integrated legal, accounting, and trust services through affiliated entities.

Michael Briscoe is a CFP®-certified financial advisor with five years of industry experience, currently with Savant Wealth Management in Rockford, IL. His prior roles include positions at COUNTRY-affiliated firms and MetLife Insurance. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, pension plans, charitable organizations, and corporations. The firm combines an evidence-based, model-driven investment approach with actively managed strategies, supported by affiliated accounting, legal, and trust services.

Thomas Ptacin is a Certified Financial Planner® (CFP®) with 19 years of industry experience. He has been with Savant Wealth Management since 2020 and previously worked at Savant Capital Management from 2012 to 2020. Both firms are part of the same enterprise, where he operates out of Rockford, Illinois. 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, model-driven asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

Connor Becker is a CFA® charterholder at Savant Wealth Management with six years of industry experience. He has previously worked at Trillium Trading and MassMutual before joining Savant 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 and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and supports its offering with affiliated accounting, legal, and trust services.

Teryn Fitzgerald is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2020. Her career includes prior roles within various branches of Savant Capital Management from 2015 to 2019. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, families, pension plans, and corporations. The firm employs an investment approach that combines evidence-based asset allocation with actively managed strategies and operates with extensive in-house capabilities supported by its scale and affiliated entities in accounting, legal, and trust services.

Alec Montoya is a CFP® certificant with 10 years of industry experience. He is currently with Savant Wealth Management in Rockford, IL, where he has worked since 2025. Prior to joining Savant, Alec held roles at Compound Planning and Mercer Global Advisors Inc., and began his career at LPL Financial. 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 combining evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

Kevin Reed is a financial advisor at Savant Wealth Management with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. Outside of his advisory role, he provides private coaching services to individuals. Savant Wealth Management serves a broad client base, including 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, model-driven asset allocation with actively managed strategies and offers integrated services such as accounting, legal, and trust operations through affiliated entities.

Randy Watts is a financial advisor with Savant Wealth Management in Rockford, IL, holding Series 65 and Series 63 licenses and 16 years of industry experience. His career includes roles at Advis Network, Nasdaq, UIT Investing, Inc., and Nuveen Investments. Savant Wealth Management provides comprehensive wealth management and advisory 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 through affiliated accounting, legal, and trust entities.

Tracy Beard is a CFP® professional with 23 years of industry experience, currently advising at Savant Wealth Management since 2020. Prior to this, Tracy 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 by providing 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 services.

Trevor Fleck is a Series 65-licensed financial advisor at Savant Wealth Management with seven years of industry experience. He previously worked at Gryphon Advisors for eight years before its acquisition by Savant Wealth Management in 2025. During the transition, he serves as a Client Services Representative for Gryphon Advisors. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated legal, accounting, and trust services.

Melissa Beaumont is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at LPL Financial and Cimino & Associates before joining Wealth Enhancement in 2018. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation, active and passive management, and incorporates both quantitative and fundamental research, supported by an internal Investment Committee.

Guy Randazzo is a financial advisor at Savant Wealth Management in Rockford, IL, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Jackson Hewitt, Bryant University, Western Illinois University, MCSO, and The University of Iowa. Savant Wealth Management serves a diverse client base, including individuals, families, pension plans, charitable organizations, and corporations, offering wealth management, financial planning, and retirement plan consulting. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a range of affiliated services such as accounting, legal, and trust operations.

Daniel Crowley is a financial advisor at Savant Wealth Management in Rockford, IL, holding the CFP® and CFA® designations with seven years of industry experience. He has worked with Savant and its affiliates since 2018, previously holding roles at D3 Financial Counselors, Illinois State University, and Country Financial. 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 advisory services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Aaron Popyk is a CFP® and holds a Series 65 license, with three years of industry experience. He has worked at Savant Wealth Management since 2022, with a brief period at SGH Wealth Management and a year unemployed in 2022. 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 implementation services through affiliated entities. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a large team and centralized resources.

Scott Wintersteen is a CFA® charterholder with six years at Savant Wealth Management and a total of five years of industry experience. Prior to joining Savant, he worked for six years at Barry Callebaut USA, 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 a range of actively managed strategies, supported by centralized resources and affiliated legal, accounting, and trust services.

Jerry Korchak is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 36 years of industry experience. He has been with Kestra Advisory since 2016 and has also worked with Kestra Investment Services, LLC since 2004. In addition to his advisory role, he works as an insurance agent, assisting clients with insurance product selection. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers a range of services including fiduciary consulting, plan design, and employee education, serving both large institutional investors and other client segments.