BHS ANNOUNCES PFIZER VACCINE CLINIC FOR AGES 12+

BELOIT, WI. (July 12, 2021) — BHS will be offering the Pfizer vaccine for ages 12+ and older.

Vaccine Clinic For Those Eligible will be held on:
July 28, 2021 10:00am-3:00pm

NEW Location: Beloit Health System COVID-19 Vaccine Center 1904 Huebbe Parkway, Beloit.

The vaccine is being administered at no cost to the patient. Please bring your insurance card with you. A parent or guardian must accompany anyone under the age of 18 to sign the consent waiver form on-site for any individual under the age of 18 to receive their vaccine.

If you are an established patient at BHS, appointments can be made online using the adolescent’s MyHealth patient portal at beloithealthsystem.org/myhealth. Or, you may call our dedicated vaccine phone line Monday through Friday from 8am to 5pm at 608-364-5663 to make your appointment.

About Beloit Health System
Beloit Health System is an independent community health system serving northern Illinois and southern Wisconsin. We offer world-class facilities and services to improve the overall health of the communities we serve with cornerstones for quality, engagement, integrity and patient satisfaction.

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Snappers Announce Beloit Health and First National Bank and Trust As Founding Partners At ABC Supply Stadium

BELOIT, WI – On Monday, Gateway Professional Baseball announced First National Bank and Trust (FNBT) and Beloit Health System as Founding Partners at ABC Supply Stadium, the downtown ballpark and community event center opening in August.

As part of these multi-year agreements, both organizations will be featured as part of branded spaces on the stadium’s upper level, the First National Bank and Trust Group Suites, and the Beloit Health System Club.

In addition to traditional sponsorship elements like stadium signage and employee outings, both partnerships call for annual community-oriented community activations with the Snappers, like youth field renovations and blood drives.

“We’re delighted to partner with two great companies here in the Stateline area,” team president Jeff Jurgella said. “After a few meetings this winter, it became evident that we share many values with First National and Beloit Health. Gateway Professional Baseball’s mission is to improve the quality of life in our community. This is a natural partnership with two organizations that have that same mission in mind each day.”

“As Gateway Professional Baseball looks to expand its fan base throughout the Stateline area, these are two perfect partners for us, as they each have an established presence in so many communities,” Jurgella said.

Both agreements provide for category exclusivity, with First National debuting a team-branded debit card in 2022, and Beloit Health System overseeing the medical, orthopedic, and Sports Medicine needs of the Snappers team, in conjunction with the Miami Marlins.

“We are very excited to be the Official Healthcare Provider for the Beloit Snappers,” President/CEO of Beloit Health System Tim McKevett said. “We are honored that a professional baseball team has put their faith in our Orthopedic/Sports Medicine Department to take care of their players. The new stadium and the snappers are great Community assets and we are proud of our partnership”

“Baseball truly is America’s pastime and a sport that families can enjoy together,” President and Chief Executive Officer of FNBT David McCoy, said. “First National Bank’s partnership with the Beloit Snappers at the new stadium fits well with our focus on family. Our exclusive bank sponsorship of the Snappers underscores our mutual commitment to the entire community as we work together to support area families and non-profits throughout the region on various projects.”

The First National Bank and Trust Group Suites feature room for one hundred guests, outdoor balcony seating, luxury indoor seating, retractable floor-to-ceiling garage doors, and a full menu of catered and ballpark food.

Beloit Health System will entitle the Stadium Club which features a 5,000 square-foot open-concept luxury club, outdoor balcony and indoor seating, retractable floor-to-ceiling windows, and backside views of the Rock River. On game days, season tickets in this area will be treated to a buffet dinner prepared by an executive chef and access to a private indoor bar.

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About Beloit Health System
Beloit Health System is an independent community health system serving northern Illinois and southern Wisconsin. Beloit Health System offers world-class facilities and services to improve the overall health of the communities we serve with cornerstones for quality, engagement, integrity, and patient satisfaction. To learn more, and more for information visit: www.BeloitHealthSystem.org

About First National Bank and Trust 
First National Bank and Trust Company is a family-focused, community bank headquartered in Beloit, Wisconsin. Chartered in 1882, First National Bank and Trust have grown to be a leading financial services institution offering products and services for consumers and businesses, as well as trust, retirement services, investment management, brokerage, and insurance. They serve nearly 30,000 households in 13 communities and 16 locations in Southern Wisconsin and Northern Illinois with assets of approximately $1.4 billion. We treat our customers, employees, shareholders, and communities like family, to help all our families succeed. Providing Sound Advice and delivering an exceptional experience has positioned First National Bank and Trust as a Stateline leader in the industry. For additional information, visit www.bankatfirstnational.com.

First National Bank and Trust to Host 15 Free Shred Days in 2021

Beloit, WI, July 9, 2021 – First National Bank and Trust (FNBT) is excited to announce the return of our paper shred events. Fifteen free shred days are planned in 2021. Paper Recovery will be on hand to ensure secure destruction of paper documents containing personal information. This free service, open to all community members, will be available from 9:00 am until noon on the following dates:

The free shred days are offered by FNBT as a way to help consumers protect their identities. The bank recommends shredding receipts, bank statements, and unused credit card offers as Sound Advice to prevent identity fraud. This free service will be limited to six boxes of shred per person to allow all community members a chance to have their personal documents shred.

About First National Bank and Trust:

First National Bank and Trust Company is a family-focused, community bank headquartered in Beloit, Wisconsin. Chartered in 1882, First National Bank and Trust has grown to be a leading financial services institution offering products and services for consumers and businesses, as well as trust, retirement services, investment management, brokerage and insurance. We now serve nearly 30,000 households in 13 communities and 16 locations in Southern Wisconsin and Northern Illinois with assets of approximately $1.4 billion. We treat our customers, employees, shareholders and communities like family, with a goal of helping all our families succeed. Providing Sound Advice and delivering an exceptional experience has positioned First National Bank and Trust as a Stateline leader in the industry. For additional information, visit www.bankatfirstnational.com.

First National Bank and Trust: “Give us a try. We’ll treat you like family.”

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Edward Jones Ranks Highest in Investor Satisfaction, According to J.D. Power 2021 U.S. Full Service Investor Satisfaction Study(SM)

Financial services firm Edward Jones ranks highest in investor satisfaction with full-service brokerage firms, according to the J.D. Power 2021 U.S. Full-Service Investor Satisfaction Study(SM), the firm announced.

The study measures overall investor satisfaction with 24 full-service investment firms based on seven factors including product offerings; problem resolution; convenience; digital experience; financial advisors; value; and trust.

The firm scored 770 in overall satisfaction, 38 points over the industry average. A deeper dive indicates that Edward Jones also scored highest in trust; convenience; and problem resolution

“We are incredibly honored to be named by investors as delivering the highest level of satisfaction, especially during a year of challenge and volatility,” said Edward Jones Managing Partner Penny Pennington. “We are constantly looking for ways to improve our service experience and deepen relationships as we live our purpose – improving the lives of our clients and colleagues and, together, benefiting our communities and society.”

Edward Jones has ranked highest in investor satisfaction by J.D. Power for several years – in 2019, 2015 (tied), 2012, 2010, 2009, 2007-2005, and in a tie in 2002, when the study began.

The 2021 U.S. Full Service Investor Satisfaction Study is based on responses from 4,392 investors who make some or all investment decisions with a financial advisor. The study was fielded from December 2020 through February 2021. For more information, visit jdpower.com/awards.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm’s business, from the investments its financial advisors offer to the location of branch offices, caters to individual investors. The firm’s nearly 19,000 financial advisors serve more than 7 million clients with a total of $1.6 trillion in assets under care. Visit edwardjones.com or the recruiting website at careers.edwardjones.com. Member SIPC.

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Leda Vogl Joins FNBT as BSA Officer

Beloit, WI, July 6, 2021 – First National Bank and Trust (FNBT) is pleased to announce that Leda Vogl has joined the bank as the Bank Secrecy Act (BSA) Officer.

Vogl comes to FNBT with 18 years of banking experience, eight of which have been focused on BSA compliance. She also has extensive knowledge of bank compliance, internal auditing, and accounting that will position her for success in this new role. As the new BSA Officer, Vogl will be responsible for the development, implementation and administration of all aspects of the BSA compliance program, and for assuring the Bank complies with timely filing of Currency Transaction Reports (CTR) and Suspicious Activity Reports (SAR) per regulatory requirements. She and her staff will continue to maintain and manage the bank’s BSA monitoring software. A graduate from the University of Illinois – Springfield, Vogl earned a Bachelor of Arts degree in Accounting. She is a Certified Regulatory Compliance Manager (CRCM) and is a member of the Northern Illinois Compliance Association (NICA), currently acting as treasurer. Vogl currently resides in Rockford, Illinois with her husband, Bob. Together, they have a daughter, Laura, and a little cockapoo named Daisy. Vogl is based at FNBT’s Operations Center in Beloit.

About First National Bank and Trust:

First National Bank and Trust Company is a family-focused, community bank headquartered in Beloit, Wisconsin. Chartered in 1882, First National Bank and Trust has grown to be a leading financial services institution offering products and services for consumers and businesses, as well as trust, retirement services, investment management, brokerage and insurance. We now serve nearly 30,000 households in 13 communities and 16 locations in Southern Wisconsin and Northern Illinois with assets of approximately $1.4 billion. We treat our customers, employees, shareholders and communities like family, with a goal of helping all our families succeed. Providing Sound Advice and delivering an exceptional experience has positioned First National Bank and Trust as a Stateline leader in the industry. For additional information, visit www.bankatfirstnational.com.

First National Bank and Trust: “Give us a try. We’ll treat you like family.”

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Savant Continues to Earn Recognition for Financial Planning Services

ROCKFORD, Ill. (June 30, 2021) – Savant Wealth Management, a nationally recognized, fee-only advisory firm headquartered in Rockford, has been recognized by InvestmentNews as one of the top fee-only Registered Investment Advisors (RIAs) in the nation and by Accounting Today as one of the nation’s leading Certified Public Accountant (CPA) firms by assets under management (AUM).

For the 14th year, Savant has landed a spot on the InvestmentNews nationwide ranking of leading RIA firms. For 2021, Savant ranked No. 26 out of 50 firms. The list is based on total AUM. To qualify for the list, firms must provide financial planning services, have at least $100 million in AUM, have provided investment advisory services to clients during the most recent fiscal year, not be actively engaged in business as a broker-dealer, and not receive commissions, among other criteria.

Accounting Today magazine has ranked Savant in its Top Wealth Magnet list. This is the ninth year Savant has made the list. For 2021, Savant was ranked No. 3 out of 150 leading CPA financial planning firms in the United States. The list also is based on total AUM. Savant is part of the “$1B-Plus Club,” managing more than $9.5 billion in assets for its clients.

“We consider recognition by media and our peers as a reflection of the amazing work of Team Savant and their dedication to helping provide the best comprehensive financial planning in the industry,” said Brent Brodeski, CEO of Savant. “We thank InvestmentNews and Accounting Today for recognizing the work we do for our clients and the communities we serve.”

For more information about Savant Wealth Management, visit savantwealth.com.

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Savant did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Savant by any of its clients.

About Savant Wealth Management

Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with more than $10 billion in assets under management and assets under advisement. Savant Wealth Management offers investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant is headquartered in Rockford, IL, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Please see Important Disclosures at savantwealth.com.

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CoyleKiley Announces New Hires

Rachel Cunningham joined the CoyleKiley team as an Employee Benefits Account Manager.  Rachel was born and raised in Titusville, FL, graduated from Astronaut High School, and moved to Illinois in 2004. Rachel joined the CoyleKiley team in 2021 and brings over 25 years of customer service and administrative assistance experience from the manufacturing industry. She is currently working towards her Life and Health license.  

Chris Davenport joined the CoyleKiley team as a Life Insurance Advisor.  Chris is licensed in both Illinois and Wisconsin in Life, Health, Property and Casualty. He brings a vast knowledge of Life, Disability and Long Term Care coverage for all of your Life Planning. He earned Top 1% of life agents 6 years running with Pekin Insurance. He is a native of Omaha, Nebraska and a graduate of Western Illinois University, where he played 4 years and served as Captain for W.I.U. Division I Soccer team. Chris coached soccer at Boylan High School for 18 years as well as Raptors FC. Chris is married and has 2 sons. He continues to cheer for his beloved Cornhuskers and enjoys traveling for soccer games.

Savant Wealth Management to Acquire Michigan-Based AMDG Financial and AMDG Business Advisory Services

Transaction Marks Savant’s Entry into the Michigan Market;

Furthers Commitment to a Culture of Excellence

  • Brings additional support to its tax and consulting affiliate, Savant Tax & Consulting
  • Furthers its position as one of the nation’s best-in-class firms for clients, team members and owners
  • Challenges the traditional mergers and acquisitions (M&A) approach in the registered investment adviser (RIA) industry to help make Savant – and the industry – better for clients

ROCKFORD, Ill. (June 29, 2021) — Savant Wealth Management, a nationally recognized, fee-only wealth management firm headquartered in Rockford, announced it has entered into an agreement to acquire AMDG Financial (FAS), a fee-only RIA serving nearly 300 clients, and AMDG Business Advisory Services (BAS), a tax and accounting firm. Both businesses are located in Plymouth, Michigan. The acquisition will expand Savant’s national footprint and mark the firm’s formal entry into the Michigan market. In addition, the deal challenges the conventional M&A approach by demonstrating Savant’s commitment to building a culture of excellence and growth, as well as its desire to partner with firms interested in growing, addressing succession planning needs, and enhancing the value proposition they offer to clients, team members, and the communities they serve.

In 2019, Savant announced a proactive and innovative approach to RIA acquisitions, assembling a team of seasoned M&A leaders to assist with its acquisition strategy and goal of improving a million lives in 25 years. This innovative M&A approach, combined with a unique capital structure, has enabled Savant to sustain a competitive advantage in securing lasting partnerships with firms seeking an alternative to RIA aggregators and short-term “roll-up” firms backed by private equity.

“Unlike traditional M&A approaches, Savant seeks partnerships that blend culture, talent, and expertise to make us – and the RIA industry – better,” said Brent Brodeski, CEO of Savant. “AMDG Financial is a prospering independent RIA with a focus on integrating tax, financial and investment strategies with AMDG Business Advisory Services. The firm’s founding partner, Wayne Titus, CPA/PFS, AIFA®, shared with us AMDG’s vision to provide additional resources to clients and growth opportunities to employees. We were impressed by AMDG’s talented team and commitment to clients and knew a partnership could benefit all of our clients, Savant and AMDG.”

“In talking with Brent and others at Savant, we realized we share common core values and cultures, as well as investment and client service philosophies,” said Titus. “Joining Savant also appeals to our vision of being impactful to our community by expanding our reach as well as the types of services we can provide to our clients, such as in-house estate planning and trust services.”

With assets under management of nearly $250 million, AMDG Financial has served the greater Detroit area along with AMDG Business Advisory Services since 2002. The firms’ employees join Savant’s team of more than 200 employees, with AMDG’s five equity partners joining as owners. Savant serves more than 6,500 clients and manages $10.5 billion in assets.

“Savant’s M&A philosophy is different from the transactional deals you typically see throughout the RIA industry,” said Kevin Hrdlicka, chief operating officer and the M&A integration process lead at Savant. “This is intentional as we seek partners with new perspectives and areas of expertise that complement our work. We don’t want to be known as the biggest RIA. We want to be known as the best RIA in the nation.”

For more information about Savant Wealth Management, visit savantwealth.com.

About Savant Wealth Management

Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with more than $10.5 billion in assets under management and assets under advisement. Savant Wealth Management offers investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant is headquartered in Rockford, IL, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Please see Important Disclosures at savantwealth.com.

About AMDG FAS-BAS Holdings

AMDG FAS-BAS Holdings owns AMDG Financial, a fee-only fiduciary RIA, and AMDG Business Advisory Services PLC, a tax and accounting firm providing tax preparation, payroll and bookkeeping services. AMDG Financial manages approximately $250 million in assets for clients, and was one of the first 10 firms globally to be certified by the Centre for Fiduciary Excellence[1] (www.cefex.org/advisor) as following global best practices for investment advisor fiduciaries. The companies’ credo is, “From financial wisdom, better stewardship.”

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FNBT Announces Promotions

Beloit, WI, June 17, 2021 – First National Bank and Trust (FNBT) is pleased to announce the following promotions.

Connie Adler is transitioning to Assistant Vice President Commercial Banking Officer. In this role, she is responsible for developing new banking and lending relationships, providing excellent service and providing Sound Advice to clients in the bank’s Winnebago County market. Connie started at FNBT in 2020 as the branch manager of the Beloit-Grand Avenue office with 30 years of banking experience helping businesses achieve their financial goals by working with them to find creative solutions to their unique banking needs. She attended Rock Valley College and Blackhawk College studying business and finance. In addition, she has earned a certificate in Commercial Credit and Managing Credit Risk, and has completed numerous industry courses through the American Bankers Association (ABA). A graduate of the Rockford Chamber of Commerce leadership program, she is active in the community, regularly attending chamber events in the Rockford, Belvidere and Beloit communities. Connie also volunteers for the Rock River Valley Pantry, Meals on Wheels and the United Way. She enjoys traveling, playing golf and spending time with family and friends. She resides in Loves Park and has two daughters.

Toni Hinds is being promoted to Assistant Vice President Branch Manager of the Beloit-Grand Avenue office. Toni joined the bank in March of 2016 as manager of FNBT’s Elkhorn office. She later transitioned to manage the Williams Bay branch and was promoted to Assistant Vice President in 2019. Now with 13 years of banking experience, Toni will be responsible for managing daily operations of the branch and developing staff through training and coaching. She will also work with new and current customers to provide financial expertise through a variety of products and services with a focus on quality customer service. She values the relationships she has built working with the bank’s customer family to provide Sound Advice as they move from one financial life stage to the next. Toni holds an associate’s degree in business finance and management from the University of Phoenix. Always striving for excellence, Toni set a goal for herself to complete the Wisconsin Bankers Association’s mortgage lending school and received a mortgage lending certificate. She has also earned the American Bankers Association’s (ABA) leadership certificate. Toni is a member of the Williams Bay Business Association. A native of the Delavan and Elkhorn community, and a graduate of Elkhorn High School, she currently resides in Elkhorn with her children, Blake and Cheyenne, boyfriend, Dale, and dog Louie. In her free time, Toni enjoys riding trails on an ATV, hiking and traveling.

Nakia Nelson is being promoted to Branch Manager of FNBT’s Williams Bay office. In this role, Nakia will work with new and current customers to find products and services to fit their individual needs. She will also manage the daily operations of the branch and develop her staff through training and coaching to help them achieve their professional goals. Nakia began her banking career 19 years ago as a teller. She originally joined FNBT in 2015 as a personal banker. After relocating to Georgia for a short time, she returned to First National in 2018 as teller supervisor of the Beloit-Grand Ave office. In 2019, she transitioned to the Walworth branch as Assistant Branch Manager. Nakia earned an associate’s degree in business management from Concordia University. She has completed FNBT’s leadership development course and holds several ABA certifications. An advocate for children and teens, Nakia formerly volunteered as a youth group leader working with at-risk teens and teen moms at a community center in Georgia. Along with her significant other, Brandon, she resides in Beloit, Wisconsin and enjoys spending quality family time with their three children, D’Ovionne, Brandon Jr., and Landon.

About First National Bank and Trust:
First National Bank and Trust Company is a family-focused, community bank headquartered in Beloit, Wisconsin. Chartered in 1882, First National Bank and Trust has grown to be a leading financial services institution offering products and services for consumers and businesses, as well as trust, retirement services, investment management, brokerage and insurance. We now serve nearly 30,000 households in 13 communities and 16 locations in Southern Wisconsin and Northern Illinois with assets of approximately $1.4 billion. We treat our customers, employees, shareholders and communities like family, with a goal of helping all our families succeed. Providing Sound Advice and delivering an exceptional experience has positioned First National Bank and Trust as a Stateline leader in the industry. For additional information, visit www.bankatfirstnational.com.

First National Bank and Trust: “Give us a try. We’ll treat you like family.”

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Allison Alexander Named Among 2021 People You Should Know

ROCKFORD, Ill. (June 17, 2021) – Allison Alexander, financial advisor with Savant Wealth Management, has been named one of the 2021 People You Should Know by the Rockford Chamber of Commerce.

Alexander is one of 20 women and men who will be recognized during a special reception June 24 at Nicholas Conservatory & Gardens in Rockford. Honorees include business leaders who impact their respective organizations and industries and who positively affect the local business environment. Since 2011, People You Should Know has honored 145 individuals.

Since joining the firm in 2015, Alexander has served as a financial advisor; co-founded Cents of Self, a program designed to empower women to take control of their financial future; and has found it particularly rewarding to work with clients undergoing major life changes and transitions. Alexander also serves the greater community by teaching investment and retirement planning courses at Rock Valley College and for Women in Aerospace at Collins Aerospace. She is dedicated to improving financial literacy in our community, especially among women.

“I am honored to be recognized among so many outstanding professionals in our region,” said Alexander. “A special thank-you to my nominator, Brent Brodeski, the Rockford Chamber of Commerce, my colleagues at Savant, and especially my family.”

About Savant Wealth Management

Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 35 years with more than $10 billion in assets under management and assets under advisement. Savant Wealth Management offers investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant is headquartered in Rockford, IL, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Please see Important Disclosures at savantwealth.com.

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