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.

Dana Investment Advisors is an Asset Management firm that guides investors through an ever-changing market environment. Dana actively manages a broad range of public U.S. Equity and Fixed Income investment strategies for corporations, endowments, foundations, family offices and individuals. Our objective is straightforward: Deliver consistent excess returns with lower risk and provide clients with exceptional, personal and timely service.

Provident Trust Company is an SEC-Registered Investment Advisor and State of Wisconsin Chartered Trust Company with more than $1 billion of assets under management. Provident manages separate portfolios of $1 million or more and a proprietary mutual fund. Provident provides integrated financial forecasting, portfolio management and trust services for our clients. Our investment management expertise and fiduciary powers combine to provide what we believe is a great value to families and businesses seeking a stable group of experienced professionals to manage their financial affairs.

Madison Investments is 100% employee-owned and has been based in Wisconsin’s capital city since its founding in 1974. In that time, Madison has grown from a local firm into a manager entrusted with approximately $21 billion in assets across a suite of mutual funds, managed accounts and customized portfolios. The catalyst for Madison’s growth has been a management style that looks beyond short-term trends, emphasizing the performance of investments over full market cycles. Our highly-credentialed portfolio managers, analysts and traders share a belief in high-conviction, risk-conscious investing, and have the autonomy to shape this approach within their own investment teams. These distinct teams include U.S. Equity, Fixed Income, Multi-Asset Solutions, and International Equity In addition to the separately managed accounts overseen by these teams, Madison Investments builds customized portfolios and solutions for institutions and non-profits.

Empowering an autonomous, sustainable future Hexagon is a global leader in digital reality solutions. We are putting data to work to boost efficiency, productivity, quality and safety across industrial, manufacturing, infrastructure, public sector, and mobility applications. Our technologies are shaping production and people-related ecosystems to become increasingly connected and autonomous – ensuring a scalable, sustainable future.

Wind River Financial is a Wisconsin based business partner that powers payments acceptance for customers of all sizes. We empower customers to accept credit & debit card payments for e-commerce, mobile payments, mobile applications, mobile wallets (Android Pay, Apple Pay), wireless, virtual terminals, integrated POS systems, EMV/chip cards and terminals. Our white glove level of customer service, state-of-the-art secure payment solutions, and highly experienced staff differentiate us from our competitors. Talk to us about how to design your payments acceptance to meet your business needs and accept the forms of payment that your customers want to use.

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

At Ellenbecker Investment Group, our goal is to help you understand what you need to do to achieve your goals so you can relax and enjoy your life. We believe a whole-person approach is the best way to find that kind of true wealth. Our advisors will help you focus on three of the most important human dimensions: financial, personal and social well-being. We will take the time to understand what matters to you now and through all of life’s transitions. And most importantly, we will involve you along the way so you can gain both financial confidence and knowledge. We will take a look at your current investments and apply financial best practices to determine which parts of your plan are working for you – and which parts can use some improvement. Your personalized plan will include everything that you and your spouse or significant other have accumulated. The result will be complete integration of all your investment and financial disciplines into a single strategy, anchored by our high standards. Through regular meetings, ongoing updates and individualized attention, we will keep you on the right path – and make sure you are always familiar with where your plan is taking you.  Advisory services offered through Ellenbecker Investment Group, Inc. (EIG), a Registered Investment Advisor. EIG does not provide tax or legal advice; please consult your tax or legal advisor regarding your particular situation. Diversification and asset allocation do not guarantee positive results. Loss, including loss of principal may result.

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

The only constant in life is change. And that means that when it comes to the long-term financial security of your family, you need more than a plan - you need a vigilant partner who will look down the road, understand the changes to come, and keep your family's future bright and prosperous. EnRich Financial Partners exists to offer expert financial planning and wealth management services, and we do so in a manner that is tailored to your needs, however they may evolve. Think of us as your family's Chief Financial Officer (Family CFO). We'll help guide your investment decision, disentangle the sometimes complex world of finance, and think strategically about how to protect and expand your financial security. Having a dedicated Family CFO gives you something wonderful: the freedom to concentrate on your family, your career, and your community. At EnRich, we are experts in portfolio management and retirement income planning. But we are more than that - we're people who understand how hard you work for your money. We're here to help discerning professionals capture opportunities before they fade, and we're here to help bring your financial goals into alignment with your life goals. We help people think about investing differently. We collectively have nearly 50 years of experience and are here to help discerning professionals creatively capture opportunities before they fade, and we're here to help bring your financial goals into alignment with your life goals. To us, financial planning goes beyond planning for how best to use your money. It combines your money, your values, and your life into what we consider to be real financial advice.