Isabelle Lance is a CFP®-designated financial advisor at Savant Wealth Management with three years of industry experience. She has worked at Savant since 2023 and has prior experience in education and customer service roles. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension 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.

Jeffrey Hartle is a financial advisor with Principal Financial Services in Rockford, IL, holding Series 63 and Series 66 designations and possessing 16 years of industry experience. Prior to joining Principal Securities Inc and Principal Life Insurance Company, he spent 20 years at Stillman Bank. He serves as a board member and finance committee member of the Boone County Community Foundation, a nonprofit organization that raises funds to support 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 direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

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 15 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 and Securian Financial Services, Inc. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, charitable organizations, corporations, 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.

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® with five years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior roles include positions at Country Trust Bank, COUNTRY Capital Management Company, MetLife Insurance, and Hillcrest Family Services. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, and various institutional clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains a large advisory platform with integrated 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 Series 63 and Series 65 designations and has worked at several firms including Fidelity Investments, Northwestern Mutual Investment Services, and Bates Financial Advisors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, combining active and passive strategies through an enhanced open architecture investment approach.

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 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 the Series 63 and Series 65 licenses. His prior work includes roles at Advis Network, Nasdaq, UIT Investing, Inc., and Nuveen Investments. 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 asset allocation with active management strategies and maintains integrated accounting, legal, and trust service affiliates.

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 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.

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.