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® professional with five years of industry experience, currently advising at Savant Wealth Management. His prior experience includes roles with Country Trust Bank, COUNTRY Capital Management Company, and MetLife Insurance. He also worked at the University of Dubuque and Hillcrest Family Services. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, providing comprehensive wealth management, financial planning, retirement consulting, and family office services. The firm employs an investment approach that combines evidence-based asset allocation with actively managed strategies, supported by extensive in-house resources and affiliated entities offering legal, accounting, 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.

Anne Huneycutt is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds the Series 65 and Series 63 designations and has worked previously at firms including Fidelity Investments and Northwestern Mutual Investment Services. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, incorporating both quantitative and fundamental analysis alongside specialized tools and legacy strategies.

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® professional with 11 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior roles include positions at Compound Planning, Mercer Global Advisors Inc., and LPL Financial. Savant Wealth Management provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, families, corporations, charitable organizations, pension and profit-sharing plans, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Kevin Reed is a financial advisor at Savant Wealth Management in Rockford, IL, with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 12 years. Outside of his advisory role, Reed provides private coaching services. Savant Wealth Management serves a diverse client base, including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, offering wealth management, portfolio management, financial planning, and related services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by extensive in-house resources and affiliated legal, accounting, and trust services.

Randy Watts is a financial advisor at Savant Wealth Management with 16 years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Advis Network, Nasdaq, UIT Investing, Inc., and Nuveen Investments. 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 combines evidence-based, model-driven asset allocation with actively managed strategies and a range of affiliated services including accounting, legal, and trust offerings.

Tracy Beard is a CFP® with 24 years of industry experience, currently serving as an advisor at Savant Wealth Management since 2020. Prior to this, Beard worked at Savant Capital Management from 2012 to 2020. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, charitable organizations, corporations, and pension and profit-sharing plans. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Zachary Collins is a financial advisor at Savant Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Savant, he held positions at Grimm Family, Pekin Insurance, Karen Storm Monroe State Farm Agency, and Gorenz and Associates. Outside of finance, he has been involved with Smitty's Pizza & Wings, Inc., operating Garner's Pizza & Wings since 2013. Savant Wealth Management provides wealth management, portfolio management, financial planning, and family office services to individuals, families, and institutional clients. The firm combines evidence-based asset allocation with actively managed strategies, supported by affiliated legal, accounting, 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.

Guy Randazzo is a CFP® and Series 65 registered advisor with Savant Wealth Management, based in Rockford, IL. He has two years of industry experience, including time at Jackson Hewitt and roles in higher education and law enforcement prior to joining Savant. 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 an investment approach combining evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

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.

Jessica Snyder is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 20 years of industry experience. She worked at U.S. Bancorp Investments, Inc. for 16 years before joining Key Investment Services in 2022. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, using a multi-provider model that includes platform management by Envestnet and portfolio design by the Key Wealth Chief Investment Office and third-party managers.

Scott Wintersteen is a CFA® charterholder with six years of industry experience. He has been with Savant Wealth Management since 2020 and previously worked at Barry Callebaut USA, LLC for six years. 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 employs a blended investment approach combining evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a range of affiliated professional 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.

Andrew Larsen is a CFP® with 43 years of industry experience, currently serving at Principal Financial Services. He has worked with Principal Life Insurance Company since 1998 and Principal Securities Inc. since 1981. Outside of his advisory role, he has been involved in selling fixed life insurance products since 1981. Principal Securities provides brokerage and 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 consulting, and access to third-party money managers through various investment adviser and promoter arrangements.

Dominic Anzevino is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at Savant Wealth Management since 2022 and previously held positions at Financial Engines Advisors, The Retirement Planning Group, and Golden Reserve. 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 legal, accounting, and trust services through affiliated entities.