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.

Anne Huneycutt is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds Series 65 and Series 63 credentials and has worked at several firms including Fidelity Investments and Northwestern Mutual Investment Services LLC. Her career includes roles in wealth planning and investment advisory services. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm offers a range of services such as investment management, financial counseling, family office solutions, and fiduciary services, employing a long-term, tax- and fee-sensitive investment approach across multiple asset classes and 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® 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.

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.

Elise Rand is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. She has previous experience with Melton & Associates and has been affiliated with both Commonwealth Financial Network and Crabtree Financial Group, LLC since 2019. She is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform, offering managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing 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 and holds a Series 66 designation. She has 20 years of industry experience, including 16 years at U.S. Bancorp Investments, Inc. prior to joining Key Investment Services LLC in 2022. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment solutions. The firm emphasizes client direction in model selection and provides oversight through product due diligence and supervisory review, operating within the KeyCorp group with affiliated banking and capital markets 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.

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 financial advisor at Savant Wealth Management with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including The Retirement Planning Group, Golden Reserve, and Financial Engines Advisors. Savant Wealth Management serves individuals, families, and institutions with comprehensive wealth management, financial planning, and related services. The firm’s investment approach combines evidence-based asset allocation with actively managed strategies and offers integrated legal and accounting services through affiliated entities.

Stephen Ambrose III is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He is currently with Savant Wealth Management, where he has held multiple roles since 2017. His background also includes work at Ambrose Greenhouse and academic positions at the University of Wisconsin and Rock Valley College. 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 employs an investment approach combining evidence-based asset allocation with actively managed strategies and offers additional services through affiliated accounting, legal, and trust entities.