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J Todd K
Series 66
Rockford, IL
Savant Wealth Management
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 W
Series 63, Series 66
Rockford, IL
Savant Wealth Management
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 M
CFP®, Series 65
Rockford, IL
Savant Wealth Management
Madison Merdian is a CFP® and Series 65-licensed advisor with seven years of industry experience. She is currently with Savant Wealth Management in Rockford, IL, where she has worked since 2023. Her prior experience includes 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 with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm uses a blend of evidence-based asset allocation and actively managed strategies, supported by related accounting, legal, and trust services through affiliated entities.
Eduardo V
Series 63, Series 66
Machesney Park, IL
Tlg Advisors, Inc.
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 S
CFP®
Rockford, IL
Savant Wealth Management
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 R
Series 65, Series 63
Rockford, IL
Savant Wealth Management
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 W
Series 65
Rockford, IL
AE Wealth Management, LLC
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 K
ChFC®, Series 63, Series 65
Rockford, IL
Savant Wealth Management
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 H
CFP®, CFA®
Rockford, IL
Savant Wealth Management
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 G
CFP®, Series 66
Rockford, IL
Savant Wealth Management
William Gauger is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional affiliated with Savant Wealth Management, with two years of industry experience. Prior to joining Savant in 2024, he worked with Thrivent Financial and Thrivent Investment Management Inc. He also serves as a vacancy and guest pastor for Lutheran congregations, preaching and teaching on a part-time basis. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, and institutions, employing a combination of evidence-based asset allocation and actively managed strategies. The firm supports its clients through affiliated legal, accounting, and trust services alongside investment management.
Emily B
Series 63, Series 65
Rockford, IL
Savant Wealth Management
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 D
CFP®, Series 66
Rockford, IL
Savant Wealth Management
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.
Eric H
CFP®, Series 63
Rockford, IL
Principal Financial Services
Eric Haugdahl is a CFP® with one year of experience in the financial services industry. He is currently with Principal Financial Services and has prior experience at Stillman Bank and Envoy Mortgage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Andrew D
Series 65
Rockford, IL
Savant Wealth Management
Andrew Donahue is a Series 65-credentialed advisor at Savant Wealth Management in Rockford, IL, with less than one year of industry experience. Prior to joining Savant, he held roles at xUnlocked, the American Board of Preventive Medicine, and Mini Ducklings. 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 a comprehensive suite of wealth management and financial planning services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.
Cory B
CFP®
Rockford, IL
Savant Wealth Management
Cory Buehler is a CFP® professional with nine years of industry experience. He has worked at Savant Wealth Management since 2021 and previously spent five years with Buckingham Strategic Wealth and Buckingham Strategic Wealth, LLC. 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.
Stacy R
Series 65
Rockford, IL
Savant Wealth Management
Stacy Roggensack is a financial advisor at Savant Wealth Management with 12 years of industry experience. She holds a Series 65 designation and has been with Savant and its affiliated entities since 2012. Savant Wealth Management provides comprehensive wealth management 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, model-driven asset allocation and actively managed strategies, supported by a range of affiliated service providers including accounting, legal, and trust operations.
Ryan M
CFP®, ChFC®
Rockford, IL
Savant Wealth Management
Ryan Monette is a CFP® and ChFC® at Savant Wealth Management in Rockford, IL, with 14 years of industry experience. He has been with Savant since 2015, serving in various capacities within the Savant organization. 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 combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a large team of advisors and integrated accounting, legal, and trust services.
Jacob V
CFA®, Series 65
Rockford, IL
Savant Wealth Management
Jacob Vaiden is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has worked at Savant Wealth Management and its predecessor firms since 2015. 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 asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.
Elizabeth M
CFP®, Series 63, Series 65
Rockford, IL
Savant Wealth Management
Elizabeth Muldowney is a CFP®-credentialed financial advisor with 16 years of industry experience, currently with Savant Wealth Management in Rockford, IL. She has been with Savant since 2014, including its predecessor firm, and is a 30% owner and silent partner of M&L Growth and Strategy LLC, which operates Anytime Fitness locations. Savant Wealth Management serves individuals, families, charitable organizations, corporations, and high-net-worth clients with a broad range of wealth management, financial planning, and family office services. The firm employs a blend of evidence-based and actively managed investment strategies and offers integrated legal, accounting, and trust services through affiliated entities.
Brennan B
CFP®, ChFC®
Rockford, IL
Savant Wealth Management
Brennan Blecker is a CFP® and ChFC® with four years of industry experience. He has been with Savant Wealth Management since 2020, following a prior role at Country Financial and work at Illinois State University. 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 utilizes a blend of evidence-based, model-driven asset allocation alongside actively managed strategies overseen by an investment committee.
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Finding advisors...
409 advisors near
61109
within the area shown on the map
Out of 400,000+ nationwide