Charles Stennett is a financial advisor at Savvy with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Saltmarsh Financial Advisors, LLC and TIAA-CREF. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal 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 proprietary technology and external research.

Gabriel Boruff is a financial advisor at Savvy with eight years of industry experience. He holds a Series 66 designation and has worked previously at Integrity Financial Corporation and Edward Jones. Prior to his financial advisory career, he was employed by the Kennewick School District and Tulane University Athletics. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans using primarily index-based, long-term strategies alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Matthew Powell is a financial advisor with Savvy in Colorado Springs, CO, holding CFP® and ChFC® designations and over 20 years of industry experience. Prior to joining Savvy in 2025, he worked at True Harvest Wealth Management, Raymond James Financial, and Country Insurance & Financial Services. Outside of advising, he owns Bum City Coffee Roasters, a small business importing and roasting coffee from Haiti as a personal hobby with a cause. 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, including direct indexing with tax-loss harvesting, and utilizes proprietary technology alongside third-party platforms and sub-advisers.

Susan Jones is a CFP® professional at Savvy with five years of industry experience. She previously worked at Plancorp, LLC for four years and BKD, LLP for eight years before joining Savvy in 2025. 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 using a primarily index-based, long-term approach while also offering active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Joshua Barone is a financial advisor at Savvy with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Farther Finance Advisors, FourStar Wealth Advisors, and Fieldstone Financial Management Group. Barone is also the managing partner of Universal Value Advisors and serves as a board member for the LakeRidge Shores Home Owners Association. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment strategies alongside active equity portfolios and utilizes third-party fintech tools, sub-advisers, and in-house tax and estate planning support.

Christopher Ornee is a financial advisor at Savvy with Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Corient Services LLC, Dowling & Yahnke, LLC, The Tides Group, and S&P Global Market Intelligence. 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.

Sean O'Connor is a CFP® with 17 years of industry experience, currently affiliated with Savvy since 2025. His prior roles include positions at Mercer Global Advisors, Epstein and White Retirement Income Solutions, and Anchor Bay Capital, among others. He is also an insurance agent offering fixed insurance products through O'Connor Insurance and Annuity Services. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm creates customized investment plans using a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Jeffrey Campion is a financial advisor at Savvy with a Series 65 designation and no prior industry experience. He previously worked at Bank of America for three years and has been involved with the Merchant Giving Project since 2012. 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 use a primarily index-based, long-term approach alongside active equity portfolios and tax-aware direct indexing, supported by third-party sub-advisers and fintech tools.

Brandon Wyand is a CFP® professional with 11 years of industry experience. He is currently with Savvy and previously worked at firms including Compound Planning, ARQ Wealth Advisors, Empower Advisory Group, Personal Capital, and The Vanguard Group. Outside of financial advising, he has experience in the wine industry with Hartford Hill Winery. Savvy serves individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations by providing customized investment and financial planning services. The firm employs primarily index-based, long-term strategies alongside active equity portfolios and incorporates technology-driven tools, sub-advisers, and tax-aware approaches.

William Velekei is a CFP® with 10 years of industry experience, currently serving at Savvy since 2026. He previously worked at Mariner Wealth Advisors and Corbenic Partners, LLC. He serves on the Board of Trustees and the Audit/Finance Committee at the Da Vinci Science Center. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools, specialized sub-adviser strategies, and in-house tax preparation and estate-planning support.

Jordan Lauber is a financial advisor at Savvy with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Savvy, he worked at Lauber Financial, Lincoln Financial Advisors, Union Financial, Centennial Group, Princor Financial Services Corporation, and Principal Life Insurance Company. Lauber is also the owner and agent of Lauber Financial, where he offers traditional life insurance. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. 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, option overlays, and ESG-focused models.

Lindsey Lewis is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant® (ChFC®) with five years of industry experience. She has worked at firms including Savvy, OSAIC Wealth, Inc., Ellevest, The Vanguard Group, and Soltis Investment Advisors. Lindsey also serves as Managing Director at The American College of Financial Services and has a background as a Certified Track & Field Official with USATF. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized plans tailored to client objectives and risk tolerance, employing a primarily index-based, long-term investment approach supplemented by active equity portfolios, tax-aware direct indexing, and technology-driven portfolio management solutions.

Amber Wynn is a financial advisor at Savvy with one year of industry experience. She is also the owner and CEO of Amber Wynn, Philanthrepreneur Nonprofit Management Services, where she provides nonprofit consulting focused on strategic development and training. Savvy offers 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, option overlays, and ESG-focused models, supported by proprietary technology and third-party platforms.

Eugene Hoover is a CFP® and holds a Series 65 license with three years of industry experience. He currently works at Savvy and has previously been employed at Farther Finance Advisors, FourStar Wealth Advisors, and Universal Value Advisors, where he also serves as a financial analyst. Outside of advisory roles, he was involved with Pinocchio's Bar & Grill for six years. 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, leveraging proprietary technology and third-party platforms.

David Sharpe is a financial advisor at Savvy with 19 years of industry experience and holds a Series 66 designation. His prior roles include positions at Kestra Advisory Services LLC, Goldstein Advisors, LLC, Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. He serves as secretary and board member of Rock Central, Inc., a nonprofit community music school, where he assists with board meeting minutes and fundraising efforts. 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, actively managed stock portfolios, and ESG-focused models, supported by a parent technology platform and sub-advisers.

Rahul Sarin is a financial advisor at Savvy in New York, NY, holding Series 63 and Series 65 credentials with five years of industry experience. His career includes roles at Avendus Capital Inc., SP Asset Management LLC, and several affiliated firms. 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 investment approach complemented by active equity portfolios and tax-aware direct indexing, using third-party sub-advisers and fintech tools to support customized client plans.

Carlton Anderson is a financial advisor at Savvy with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including The Dowling Group Wealth Management, Newman and Associates, Ameriprise Financial Services, Janney Montgomery Scott, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife. 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 approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Easton Napiontek is a financial advisor with Savvy in Eagle, Idaho. He holds a Series 65 designation and has been with Savvy since 2025. Outside of his advisory role, he has ten years of experience as a real estate agent with Aspire Realty Group, actively selling and listing properties. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and sub-adviser strategies.

Paul Criscitiello is a financial advisor at Savvy in New York, NY, holding a Series 65 designation. He has worked in the financial industry since 2019, with prior roles at Trillium Trading and Brown Brothers Harriman. Savvy provides customized discretionary and non-discretionary investment and wealth management services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and charitable organizations. 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 proprietary technology and third-party platforms.

Michael Johnson is a Series 65-licensed advisor at Savvy with 24 years of industry experience. He previously worked for 16 years at Pillar Capital LLC before joining Savvy. 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 also offering active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and technology platforms to support customized client solutions.