Berkely Arrants is a CFP® professional with 23 years of experience in the financial services industry. He is currently affiliated with Savvy and Horizon Advisory Group, LLC, and has held previous roles at firms including Commonwealth Financial Network, MML Investors Services, and Merrill. Arrants also maintains an independent insurance agent business in Chattanooga, TN. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans with a primarily index-based, long-term approach, supplemented by active equity portfolios, tax-aware direct indexing, and use of third-party sub-advisers and technology platforms.

Jesus Pinedo is a financial advisor at Savvy with 13 years of industry experience and holds a Series 65 designation. Prior to joining Savvy in 2024, he worked at Geos Exploration Consulting LLC and Marketwise Private Asset Management LLC. He is also co-owner of Render Business Solutions LLC, a business consulting and translation services firm. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

I came to the U.S. from the Dominican Republic when I was 11 years old. As an immigrant, I had to learn two languages: English, and money. I did not learn personal finance concepts at home or in school, so I can relate to professionals who are advancing in their careers as they plan for their futures, yet feel a certain inadequacy around money. Seeing my parents' journey to create a better life for us inspired me to do better, not only for myself, but for others looking to build a better financial future for themselves. I personally observed how much harder it can be for women. My mother had to do very physical jobs her whole life, while also raising 6 kids (me, my brother, and four sisters) and taking care of elderly parents. She also outlived my dad, which further compounded the need for her financial security. I became a CERTIFIED FINANCIAL PLANNER™ professional in order to help other First Gen wealth creators like myself pursue their goals. I do my best to keep it simple, so no fancy jargon or investment terms. It’s all about your vision of success and how I can help you on your way to building a better financial future. I look forward to meeting you and learning more about your goals and aspirations. Luis Rosa is an investment advisor representative registered with Savvy Advisors, Inc. (“Savvy”). All investment advisory services offered by Luis Rosa are offered through Savvy. Build a Better Financial Future LLC is an independent marketing brand name used by Luis Rosa for advertising and marketing purposes only. Build a Better Financial Future LLC and Savvy are not related or affiliated. For more information about Savvy, please visit our website. All advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”), an investment advisor registered with the Securities and Exchange Commission (“SEC”). Savvy Wealth Inc. (“Savvy Wealth”) is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as “Savvy”.

James Soukup is a CFP® professional with 20 years of industry experience, currently advising at Savvy since 2026. His prior roles include positions at FBL Marketing Services LLC, FBL Financial Group LLC, BMO Harris Financial Advisors, Merrill, and TD Ameritrade. Outside of his advisory work, he is involved with FBL Wealth Management, LLC, providing investment advisory and financial planning services. Savvy delivers investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm customizes investment plans using a primarily index-based, long-term approach integrated with third-party fintech tools and specialized strategies.

Daniel Brady is a financial advisor with Savvy, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley, Gladstone Wealth Partners, and Chardan Capital Markets. He is based in New York, NY. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware direct indexing, using third-party sub-advisers and technology platforms to customize client investment plans.

Lindsey Leaverton is a financial advisor at Savvy with 11 years of industry experience and holds a Series 66 designation. Prior to joining Savvy in 2025, she worked at Northwestern Mutual Wealth Management Company and Branch Banking and Trust Company. She serves as Vice President of the Foundation Board at People's Community Clinic and is the founder of Lindsey Kane Ministries, a nonprofit organization through which she released a book in 2024. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, and various organizations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and external sub-advisers.

Adam Johnson is a financial advisor with Savvy, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Commonwealth Financial Network and Country Capital Management Co. Johnson is the founder of Revive Risk Management LLC, which focuses on insurance sales, and is co-trustee and owner of Dills Donuts Inc., a coffee and donut business. Savvy provides investment and financial planning services for individuals, trusts, businesses, and charitable organizations. The firm employs a primarily index-based, long-term investment approach combined with active equity portfolios and tax-aware strategies, utilizing third-party sub-advisers and technology platforms to tailor investment plans to client objectives.

Daniel Myers is a CFP® and CFA® with 17 years of industry experience. He is currently an advisor at Savvy and has previously worked at Arvest Bank, Arvest Wealth Management, and Joe Kreger/Northwestern Mutual Investment Services LLC. He also teaches finance as an adjunct instructor at Northeastern State University. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans that typically employ a primarily index-based, long-term approach while integrating active equity portfolios, tax-aware direct indexing, third-party sub-advisers, and fintech tools.

Christopher Benda is a financial advisor at Savvy with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at FBL Wealth Management, FBL Financial Group, Northwest Wealth Management, Ameriprise, and Edward Jones. Benda operates under the business name Benda & Co. Private Wealth as a DBA for his role at Savvy. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers, fintech tools, and in-house tax and estate-planning support.

Brandon Mull is a CFP®, CFA®, and Series 66-licensed advisor with eight years of industry experience. He currently works at Savvy and previously held roles at Zhang Financial LLC, Morgan Stanley, and TransMarket Group. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a parent technology platform and third-party tools.

Aaron Wiegman is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Savvy. His prior roles include positions at Financial Sense Wealth Management and Saybrus Equity Services. He is a board member and sponsor chair of the Financial Planning Association of San Diego. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party sub-advisers.

Michael Lambrecht is a financial advisor at Savvy with 35 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Farther Finance Advisors, Iwc Asset Management, LLC, and Integrated Wealth Counsel, LLC. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans that typically follow a primarily index-based, long-term approach, incorporating active equity portfolios, direct indexing, and tax-aware strategies, supported by third-party sub-advisers and fintech tools.

Parker Maxwell is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Savvy and previously worked at Valeo Financial Advisors, G&S Capital LLC, and Charles Schwab. Outside of advising, he was involved with Maxwell Realty LLC from 2014 to 2017. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers, fintech tools, and in-house tax and estate planning support.

Brett Tushingham is a CFP® with 21 years of industry experience. He is currently with Savvy and previously led his own firm, Tushingham Wealth Strategies, LLC, for ten years. He is also licensed to sell life and health insurance through his business, Tushingham Insurance Strategies. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach while incorporating active equity portfolios and tax-aware direct indexing, using third-party sub-advisers and technology platforms to support customized client strategies.

Patrick Traverse is a CFP®-certified financial advisor with 14 years of industry experience. He currently works at Savvy and has held previous roles at Belpointe Services LLC, Belpointe Asset Management, Money Concepts Capital Corp, and Index Strategy Advisors Inc. Outside of his advisory work, Traverse provides business consulting services to small business owners through MC Business Consulting. Savvy offers investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and fintech tools to support customized client solutions.

Ryan Bond is a CFP® and Series 66-registered financial advisor at Savvy with seven years of industry experience. His prior roles include positions at Empower Advisory Group, Personal Capital Advisors Corporation, The Vanguard Group, Inc., Pennington Partners & Co., and Morgan Stanley. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, ERISA retirement plans, charitable organizations, corporations, and other entities. The firm combines an index-based core with tailored strategies such as direct indexing with proactive tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by quantitative tools and a proprietary technology platform.