Adam Mans is a CFA® charterholder with 17 years of industry experience, currently serving at AKM Advisory in Edina, MN. He has worked at AKM Advisory since 2014 and joined Savvy in 2026. AKM Advisory provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as several institutional relationships. The firm emphasizes fixed income and non-U.S. securities within tailored portfolios, employing a long-term trading approach based on multiple investment analysis methods.

Patrick Foley is a financial advisor with AKM Advisory in Edina, MN, holding Series 65 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Savvy, CTB Financial Services, Bella Custom Cabinetry, and RBC Capital Markets. AKM Advisory provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients, while also serving institutional clients such as banks, insurance entities, and government entities. The firm emphasizes tailored investment strategies using mutual funds and ETFs, with a focus on fixed income and non-U.S. securities, employing multiple analytical methods within a long-term trading framework.