Maxwell Licary is a financial advisor at Commonwealth Financial Network with two years of industry experience. He previously worked at Strategic Wealth Management, OSAIC, Securities America, and Northwestern Mutual. Prior to his financial services career, he served six years in the Armed Forces. 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 $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody 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 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.

Jonathan Eklund is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2018, following a decade at RBC Capital Markets Corporation. Outside of his advisory role, he serves as an at-large board member of the Lyric Opera of Chicago’s executive board. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a wide range of advisory and brokerage services. The firm utilizes strategic and tactical asset allocation, manager selection, and various investment vehicles to build client portfolios, with accounts regularly reviewed and managed through both discretionary and non-discretionary programs.

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 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 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 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 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 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.

Patrick Mcknight is a CFP® and Series 65 credentialed advisor with eight years of industry experience. He has worked at Creative Planning since 2021 and previously held roles at Heritage Way Advisors LLC and Alpine Bank and Trust Company. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and offers a range of supplemental strategies alongside comprehensive retirement plan services and affiliated legal, trust, and recordkeeping businesses.

John Swee is a CFP® and Series 65 credentialed financial advisor at Savant Wealth Management with 17 years of industry experience. He was previously with Gryphon Advisors, LLC for 17 years until its acquisition by Savant Wealth Management in 2025, and he continues as a Principal during the transition period. 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 uses a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust service entities.

Jonathan Fuller is a financial advisor at Savant Wealth Management in Rockford, IL, holding a Series 65 designation with eight years of industry experience. His career includes roles at Savant Capital Management and Savant Wealth Management since 2017, as well as a prior position at Beloit College. 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 affiliated accounting, legal, and trust service entities.

Chase Hutter is a CFP® and holds a Series 66 license with six years of industry experience. He is currently an advisor at Savant Wealth Management, where he has worked since 2023. His prior experience includes roles at Fisher Investments, Whitecap Sports Group, Edward Jones, Oceanside Financial, and Cope Plastics. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach combining evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.

Scott Williams is a CFP® with seven years of experience in the financial services industry. He has worked at Savant Wealth Management since 2021, with prior experience at LPL Financial and BMO Harris Bank. Outside of his advisory role, he is involved in a real estate rental business. Savant Wealth Management serves a wide range of clients including 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 asset allocation with actively managed strategies and benefits from integrated accounting, legal, and trust services.

Brent Kalka is a CFP® with 32 years of experience in the financial services industry. He is currently with Savant Wealth Management and has previously worked at firms including IHT Wealth Management LLC, LPL Financial, Independent Financial Partners, and 1st Global entities. 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 employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.

Shaun Luce is a CFP® and holds a Series 65 license, currently working with Savant Wealth Management in Rockford, IL. He has been with Savant since 2023 and has one year of industry experience. Prior to his advisory role, he spent time at the University of Wisconsin - Madison and worked with the Freedom Boat Club. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, institutions, and high-net-worth clients. The firm employs a blend of evidence-based and actively managed investment strategies, supported by affiliated accounting, legal, and trust service entities.

Gregory Massino is a CFP®-certified financial advisor with 39 years of industry experience. He is currently with Principal Financial Services and has previously been associated with The Argyle Group Inc. and Massino Financial Group Inc., where he also serves as president. Massino is involved in outside insurance sales, offering fixed life, health, disability, fixed annuities, and long-term care insurance through various carriers. 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, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Armstrong is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. He has been with Savant Wealth Management since 2020 and previously worked at Savant Capital Management from 2012 to 2020. Armstrong holds the Series 65 license and is based in Rockford, Illinois. 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 sub-advised mandates, supported by affiliated entities offering accounting, legal, and trust services.

Riley Wells is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, Wells held various roles including positions at Illinois State University and the University of Arkansas. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, employing a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by tax-loss harvesting, direct indexing, and selective private market exposure. The firm manages approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.