ADVISOR BIO

Aaron Dykxhoorn is an investment advisor representative at Savant Wealth Management. Aaron has been in the industry since 2022 and has a Series 65 license. Aaron holds a Bachelor of Science degree in Business Administration from the University of Miami and is passionate about financial planning. Aaron is also a Certified Financial Planner™. Savant Wealth Management is a financial advisory firm that provides a variety of services to individuals, families, businesses, and institutions. The firm's services include financial planning, investment management, retirement planning, and estate planning. Savant Wealth Management is headquartered in Rockford, IL and has offices in Middleton, WI. Savant Wealth Management has been in business for over 20 years and has a team of experienced professionals who are dedicated to providing clients with the highest level of service.

SPECIALIZATIONS

ADVISOR BIO

Aaron Michael Davis is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. located in Rockford, Illinois. Aaron has been in the industry since 2020 and has both FINRA and state registrations in several states including Illinois, Texas and Wisconsin. In addition to a Series 7, 66, and SIE, Aaron has experience in portfolio management for individuals and businesses as well as pension consulting and educational seminars. Aaron has been involved in community service as a board member for the Winnebago Area Chamber of Commerce.

SPECIALIZATIONS

ADVISOR BIO

Abigail O'Rourke is an investment advisor representative with Savant Wealth Management. Abigail has been working in the financial industry since 2022. Abigail holds a Series 65 license and is registered in Illinois. Savant Wealth Management provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Alec Gober is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Rockford, IL. Alec is a registered representative in both Illinois and Texas, and has been in the financial industry since 2021. Previously, Alec worked as a financial advisor for VALIC Financial Advisors, INC in Chicago. Alec has experience in financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Alexander Scott james Snyder is an investment advisor representative with Choreo, LLC. Alexander is a Certified Financial Planner™ professional and holds the Series 65 license. Alexander has been in the financial industry since 2012. Alexander's professional experience includes roles at Iowa State University, Acadia Legacy Group, Johnson Investment Counsel, and most recently, Choreo, LLC. Alexander provides investment advice and financial planning services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Alexander's areas of specialization include retirement planning, college savings, estate planning, insurance, and tax planning.

SPECIALIZATIONS

ADVISOR BIO

Alexander Umansky is a financial advisor with Ameriprise Financial Services, LLC. Alexander has been in the industry since February 1998 and holds a Series 66, Series 7, and Series 24 license. Alexander specializes in providing financial planning, asset allocation, and investment management services for individuals, businesses, and charitable organizations. Alexander has experience working with IDS LIFE INSURANCE COMPANY. Alexander's office is located in Rockford, Illinois.

SPECIALIZATIONS

ADVISOR BIO

Alexandria Krebs is a financial advisor with Wells Fargo Clearing Services, LLC and has been in the financial services industry since 2023. Alexandria is registered with the state of Illinois and holds the Series 7TO and Series 66 licenses. Alexandria's office is located in Rockford, IL. Alexandria has a diverse background, including experience in healthcare.

SPECIALIZATIONS

ADVISOR BIO

Alice J Gibson is a registered representative with Robert W. Baird & Co. Inc. Alice is registered with the Securities and Exchange Commission and has been in the financial industry for over 10 years. She specializes in a wide range of financial services, including financial planning, investment management, and retirement planning. Alice J Gibson is committed to providing her clients with personalized financial advice that meets their individual needs.

SPECIALIZATIONS

ADVISOR BIO

Alisa Ann Lee is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Alisa has been in the industry since April 1999 and is currently registered with the state of Texas. Alisa Ann Lee is also registered with the state of Illinois, where Alisa Ann Lee is based. Alisa Ann Lee has licenses for Series 63, Series 7 and SIE.

SPECIALIZATIONS

ADVISOR BIO

Allan Larson is a financial advisor with Ameriprise Financial Services, LLC. Allan has been in the financial services industry since 1998. Allan is a registered representative in Illinois, Iowa, Nevada, Texas, and Wisconsin. Allan also has a Series 4, Series 24, and Series 51. Allan is a board member of the Larson group. Allan has experience with pension consulting, asset allocation, and financial planning.

SPECIALIZATIONS