Rooted Wealth Advisors

Noah Posthumus is a financial advisor at Rooted Wealth Advisors with a Series 65 designation and two years of industry experience. Prior to joining Rooted Wealth Advisors, he worked for ten years at Taylor Chrysler Dodge. Outside of his advisory role, he operates Little Buddy's Lawn Care, a lawn care and landscaping business in Bourbonnais, IL. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets and employs a team approach with seven advisors serving about 1,425 clients.

Zachary Gray is a financial advisor at Rooted Wealth Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Wall Street Financial Group, AE Wealth Management, and Country Insurance and Financial Services. Outside of his advisory role, he owns a livestock supplement business and is an author of investment-related publications. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a team approach and fundamental analysis to develop individualized investment policies, managing approximately $317 million in discretionary assets.

Alexander Allegro is a financial advisor at Rooted Wealth Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and E*TRADE Securities. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a team approach and fundamental analysis to develop individualized investment policies, managing approximately $317 million in discretionary assets across about 1,425 clients.

Andrew Lee is a financial advisor at Rooted Wealth Advisors in Bloomington, IL, holding a Series 65 designation with three years of industry experience. Prior to joining Rooted Wealth Advisors, he worked at J.B. Lee Transportation and held positions at Illinois State University and Monmouth College. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets and employs a team approach to serve about 1,425 clients with seven advisors.

John Savarino is a financial advisor with Rooted Wealth Advisors in Bourbonnais, IL, holding a Series 65 designation and five years of industry experience. His prior work includes roles at AE Wealth Management, Napleton Auto Group, TAYLOR AUTO GROUP, and DICK's Sporting Goods. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients, managing approximately $317 million in discretionary assets. The firm uses a team approach with fundamental analysis and third-party institutional money managers to implement asset allocation, serving about 1,425 clients across multiple offices.

Joseph Mateja is a financial advisor with Rooted Wealth Advisors in Bourbonnais, IL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He worked at Country Capital Management Company for seven years before joining Rooted Wealth Advisors in 2021. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets, employs a team approach with seven advisors serving about 1,425 clients, and uses fundamental analysis alongside third-party institutional managers to implement asset-allocation strategies.

Connor Zimmer is a CFP® professional with seven years of industry experience, currently serving at Rooted Wealth Advisors in Denver, CO. His prior experience includes roles at Summit Wealth Group, Commonwealth Financial Network, and Diversified Asset Management. Zimmer also engages in fixed insurance sales as a secondary business activity. Rooted Wealth Advisors offers investment management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a team approach, managing approximately $317 million in discretionary assets and utilizes fundamental analysis alongside third-party institutional managers to implement asset allocation strategies.

Roan Cannon is a financial advisor with Rooted Wealth Advisors in Bourbonnais, IL. He holds a Series 65 designation and has been with Rooted Wealth Advisors since 2024. Prior to entering the financial industry, he worked as a personal trainer at Fit Body U. Outside of advising, he continues to assist individuals in maximizing their workouts as an independent contractor personal trainer. Rooted Wealth Advisors offers investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets and employs a team approach to serve about 1,425 clients across multiple offices.