At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you. Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans. If you’re looking for a team dedicated to you and your family’s success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We’d love to make a difference in your life. Savant Wealth Management is a 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. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

RoundTable Healthcare Partners, based in Lake Forest, IL, is an operating-oriented private equity firm focused exclusively on the healthcare industry. RoundTable partners with companies that can benefit from its extensive industry relationships and proven operating and transaction expertise. RoundTable has established a successful history of working with owner/founders, family companies, management teams, entrepreneurs and corporate partners who share a vision and believe in the value creation potential of its partnership model. RoundTable has raised $4.25 billion in committed capital, including six equity funds totaling $3.65 billion and three subordinated debt funds totaling $600 million.

Through a commitment to excellence, innovation, teamwork and rigorous research for two decades, Efficient has become one of the world's long-standing Commodity Trading Advisor (“CTA”) multi-manager firms. In a world of generalists, Efficient continues to be a CTA specialist, focusing its people and skills on offering institutional investors access to CTA strategies that best fit their specific needs and mandate requirements. Efficient is registered with the U.S. Commodity Futures Trading Commission as a Commodity Pool Operator (“CPO”) and a Commodity Trading Advisor and is a member of the National Futures Association. Efficient also is registered as an investment adviser with the U.S. Securities and Exchange Commission.

Bank Specialists Providing Experience - Leadership - Results Hovde Group is a leading U.S. financial advisory group that provides a full-service suite of investment banking, capital markets, and financial advisory services focused exclusively on the banking and thrift industry. As a leading specialist in the banking sector for over 35 years, Hovde Group consistently ranks among the top firms in mergers and acquisitions and capital markets transactions for U.S.-based bank and thrift institutions. Our firm draws from many years of experience and the comprehensive financial services expertise of our team members to develop and deliver innovative and value-added solutions for our clients. Our experienced professionals provide clients across all 50 states with the expertise, resources and focus necessary to structure, negotiate and successfully close strategic transactions. Hovde Group is a member FINRA/SIPC.

Founded in 2006, Exequity was among the first firms to recognize and act upon the need for independent compensation advisory services. Since that time, we have been at the forefront of partnering with boards and senior management teams on complex issues involving executive compensation, governance, talent management, and corporate transactions. Exequity is recognized as a leader in the executive pay arena, advising hundreds of clients across all industries. In addition to being at the forefront of executive compensation design and corporate governance consultation, Exequity maintains the deepest roster of technical advisors, ensuring both the most sophisticated approach to pay design and adherence with relevant technical requirements and governance strictures. We routinely advise leading U.S. companies on a wide variety of board-level topics, including benchmarking and incentive design, technical (tax, accounting, valuation), corporate governance (ISS, Glass Lewis), and corporate transactions (IPOs, spin-offs). Exequity's distinguishing characteristic is our consulting approach: we seek to provide practical solutions to the specific challenges our clients face, backed by innovative thinking. Exequity continuously improves the tools and resources available to address our clients’ needs by developing and deploying new analytical and conceptual models. Examples include Market Analytics for peer group development and relative TSR modeling and design, as well as the Incentive Zone Calibrator for establishing appropriate performance ranges in incentive plans. As much as every client is unique, so is our guidance.

Made markets in Amazon and Baidu using analytical tools developed in-house.

Our approach is personalized because your needs are unique. To us, wealth management is about family and the unique values that define your hopes and dreams now and for the future. We listen closely to understand your goals and unique perspective on wealth. Only then do we begin to craft a dynamic, highly customized strategy that brings clarity to all the facets of your financial life, freeing you to pursue what is most important to you.

Vermillion Financial Advisors (VFA) is a financial planning firm specializing in assisting those clients 50 plus who are concerned about their personal financial security with an emphasis on retirement planning. Most VFA clients have a net worth in excess of $1,000,000.

Converted 2200 accounts from (Centerpiece) Portfolio Center to Axys. Reconciled accounts in Portfolio Center to statements back 10 years and then created performance files prior to converting. Evaluated then merged multiple partners’ book of business into Axys mapping all securities, security types and asset classes. Converted ACT client data to Qube contact management system. Implemented Report packaging (Packman) for client reporting and web viewing Replaced a two week process of report generation and collation to a few hours with web access for clients. Setup workstations and connected to network Installation of all new/upgrade software.

$66,000,000 assets

Passion is what sets us apart. We truly take pride in our clients’ success. What makes our team special is that we each have an area of specialty—we have a CPA, our investment professionals, our financial planning professionals, and a service team—all dedicated to your real success.

Monere Investments, Inc. is a financial services firm offering its clients an extensive platform of investment choices. Disclosure: Opinions and comments expressed by LinkedIn users are those of the persons submitting them and do not necessarily represent the views and opinions of Monere Investments, Inc. Information shared by Monere is available to the public and it is posted for informational purposes only. Monere makes no representation as to its accuracy or validity.