Joseph Ottaviano is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2026. Prior to joining Savant, he worked for nine years at Asset Planning Corporation. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Suzanne Hornick is a CFP® professional with 17 years of industry experience. She joined Savant Wealth Management in 2026 after a long tenure at Asset Planning Corporation, where she worked from 1999 to 2025. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by substantial scale and integrated accounting, legal, and trust affiliates.

Adam Kornegay is a CFP® with six years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior experience includes roles at Asset Planning Corporation and Pathfinder, Inc. He is based in Knoxville, TN. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and affiliated implementation services including accounting, legal, and trust offerings.

Daniel Myers is a CFP® and holds a Series 65 license, currently with Savant Wealth Management in Knoxville, TN. He has two years of industry experience, previously working at Asset Planning Corporation and the Center for Financial Success. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust service entities.

Stephen Carlson is a financial advisor at Savant Wealth Management with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked nine years at Asset Planning Corporation. Carlson is based in Knoxville, TN. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm employs a blended investment approach combining evidence-based asset allocation with actively managed strategies, supported by extensive in-house resources and affiliated entities offering accounting, legal, and trust services.