Rockford, IL Buckley Drive Office

Adin Ocasio is a CFP®-designated financial advisor with three years of industry experience, currently with Savant Wealth Management. His prior work includes roles at Vermillion Financial Advisors and various positions outside the financial sector, such as at Amazon and Greater Chicago Transit. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, and charitable organizations, offering comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated entities providing accounting, legal, and trust services.

Douglas Morton III is a CFP® and holds a Series 65 license with 23 years of industry experience. He has been with Savant Wealth Management since 2020, following roles at Huber Financial Advisors and United Capital Financial Advisors. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients by providing comprehensive wealth management, financial planning, and related services. The firm uses a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by integrated accounting, legal, and trust services.

Marcello Desjardins is a financial advisor at Savant Wealth Management with two years of industry experience. He holds a Series 65 designation. Prior to his current role, he worked at Kappa Kappa Gamma and Dicks Sporting Goods. 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 employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated entities providing accounting, legal, and trust services.

Peter Basile is a financial advisor at Savant Wealth Management with eight years of industry experience. He holds a Series 65 designation and previously worked at Robert Baird for five years before 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 combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services.

Drake Grindle is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has been with Savant Wealth Management since 2020, following prior roles at Savant Capital Management and BDO USA, LLP. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to a diverse client base including individuals, families, and high-net-worth clients. The firm employs a blended investment approach of evidence-based asset allocation and actively managed strategies, supported by affiliated entities offering accounting, legal, and trust services.

Noah Gay is a CFP® and Series 65–licensed advisor with two years of industry experience. He is currently with Savant Wealth Management, where he has worked since 2023. Prior to this, he held positions at Illinois Farm Business Farm Management, Centrec Consulting, and Farmers State Bank. 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 using evidence-based, model-driven asset allocation alongside actively managed strategies, supported by affiliated accounting, legal, and trust services.

Timothy Mayer is a CFP® professional affiliated with Savant Wealth Management in Rockford, IL, with one year of industry experience. His prior work includes roles at RSM US LLP, Moss Adams, PricewaterhouseCoopers LLC, and Sassetti CPAs. Savant Wealth Management serves a wide range of clients, including individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Christopher Ruedi is a CFP® and holds a Series 66 designation with 14 years of experience in the financial industry. He has worked at Savant Wealth Management since 2020 and was previously employed at Savant Capital Management, ValMark Advisers, Inc., Valmark Securities, Inc., and Kingston 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, 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 broad range of client needs through its integrated legal, accounting, and trust service affiliates.

Patrick O Sullivan is a financial advisor at Savant Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Calamos Advisors LLC, Calamos Financial Services LLC, and Nuveen Asset Management, 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 actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Mary Lynch is a CFP® at Savant Wealth Management with six years of industry experience. She has been with Savant since 2016, working through its affiliated entities including Savant Capital Management before joining the enterprise firm in 2020. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with a range of actively managed strategies and sub-advised mandates, supported by integrated legal, accounting, and trust services.

Jarid Funderburg is a financial advisor at Savant Wealth Management with four years of industry experience. He holds a Series 65 designation and has worked at Savant since 2021. His prior roles include positions at RAEDC, OSF Healthcare, and Rockford University. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with 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 an investment committee and various affiliated entities.

Jonathan Panzica is a CFP® professional with four years of industry experience, currently with Savant Wealth Management. He has held various roles at Savant since 2019. Outside of his advisory work, he is a limited partner in Zeke's Sports LP, an online retail business specializing in sports and trading cards and memorabilia. 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 utilizes a blended investment approach combining evidence-based asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

Brian Knabe is a CFP® and holds a Series 65 license with 18 years of industry experience. He has worked at Savant Wealth Management since 2020 and previously held roles at Flambeau Hospital, Savant Capital Management, and the University of Illinois College of Medicine. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement 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 services including accounting, legal, and trust operations.

Anthony Spangenberg is a CFP®, CFA®, and Series 66-licensed advisor with 18 years of industry experience. He has been with Savant Wealth Management since 2020, following four years at Savant Capital Management. Both firms are part of the same enterprise headquartered in Rockford, IL. 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 employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies and sub-advised mandates, supported by centralized resources and affiliated legal, accounting, and trust services.

Bradley Stewart is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Savant Wealth Management since 2020 and was previously with Savant Capital Management from 2015 to 2020. He is based in Rockford, IL. 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 a range of actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.