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.

Colin Malec is a financial advisor at Savant Wealth Management with one year of industry experience. He holds a Series 65 designation and has a background that includes several periods of full-time education alongside his work at Savant. 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 operates with a scale of approximately $55.6 billion in assets under management across nearly 400 advisors.

Nicholas De Jong is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has worked at Savant Wealth Management since 2020 and was previously with Savant Capital Management from 2016 to 2020. 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 comprehensive wealth management and related services. The firm employs an investment approach combining evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by integrated accounting, legal, and trust services.

Tawn Bush is a CFP® and PFS™ with 21 years of industry experience, currently serving at Savant Wealth Management in Rockford, IL. He has worked with Savant and its affiliated entities since 2014 in various capacities. 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, and related financial services. The firm combines evidence-based asset allocation with actively managed strategies overseen by an investment committee, supporting approximately $55.6 billion in assets under management.

Richard Bender is a financial advisor at Savant Wealth Management in Rockford, IL, holding CFP® and ChFC® designations with 13 years of industry experience. He has worked at Savant Wealth Management since 2020 and previously 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 with comprehensive wealth and portfolio 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, supporting a client base with more than $55 billion in assets under management.

Jakob Loescher is a CFP®, ChFC®, and Series 65 licensed advisor with 16 years of industry experience. He has been with Savant Wealth Management and its predecessor entities since 2012. Loescher 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, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains approximately $55.6 billion in assets under management across about 397 advisors.

J Todd Keith is a financial advisor at Savant Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc. and Iroquois Federal. Outside of his advisory role, he is also employed with Iroquois Financial in a support capacity. 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 combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services including accounting, legal, and trust through affiliated entities.

Andrew Woods is a financial advisor with Savant Wealth Management in Rockford, Illinois, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining Savant in 2023, he worked at Encompass More Asset Management and its related entities, Appreciation Financial, Bank of America, 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, 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 a range of affiliated implementation services including accounting, legal, and trust operations.

Madison Merdian is a CFP® and holds a Series 65 license with six years of industry experience. She is currently with Savant Wealth Management in Rockford, IL, where she has worked since 2023. Prior to that, she held roles at Creative Planning, LLC and Wipfli Financial Advisors, LLC. 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 supports these with affiliated accounting, legal, and trust services.

Eduardo Valdes is a financial advisor at TLG Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Bank of America, Merrill Lynch, and PNC Investments. Outside of his advisory role, he is also involved as a sole member of Strong Tower Advisors LLC and works as an Earned Value Analyst at Quest Global. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Their investment approach includes fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor client portfolios.

Lorene Shaw is a CFP® professional with 11 years of experience, currently serving as a financial advisor at Savant Wealth Management. She has been with Savant since 2015 through its prior and current entities. 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 combines evidence-based asset allocation with actively managed strategies and maintains significant scale with over $55 billion in assets under management and nearly 400 advisors.

Kimberley Rodriguez is a financial advisor at Savant Wealth Management in Rockford, IL, holding Series 65 and Series 63 licenses with one year of industry experience. She has previously worked at Fifth Third Securities and Fifth Third Bank, where she was employed for several years. 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.

Jeffrey Weberg is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and eight years of industry experience. He has worked at AE Wealth Management and Seyller Financial Group since 2018 and has two years of prior experience at Ingredion Inc. He is also a board member of the Boys and Girls Club in Rockford, IL. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, utilizing discretionary model portfolios and a range of investment strategies. The firm manages approximately $49.8 billion for over 127,000 clients, operating with a platform focus to support its broad advisor network.

Kevin Kingston is a financial advisor at Savant Wealth Management with 49 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His career includes long tenures at The Equitable Life Assurance Society, Valmark Securities, and affiliated firms prior to joining Savant. Savant Wealth Management provides comprehensive wealth management, portfolio 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 uses a blended investment approach combining evidence-based asset allocation with actively managed strategies and operates with affiliated legal and accounting entities.

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.

William Gauger is a financial advisor at Savant Wealth Management with two years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he serves as a vacancy and guest pastor for Lutheran congregations, providing preaching, teaching, and visitation support on weekends. 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 that combines evidence-based asset allocation with actively managed strategies and benefits from centralized resources supporting a substantial advisor network.

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.

Scott Demler is a CFP® and holds a Series 66 license with 18 years of experience in the financial services industry. He has been with Savant Wealth Management since 2020 and previously 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, 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.