Brian Jellig is a CFP® with eight years of industry experience, currently serving as a financial advisor at Savvy since 2025. His prior roles include positions at Mercer Global Advisors, Epstein and White Financial, and Edward Jones. Outside of his advisory work, he is an insurance agent offering fixed life insurance and annuity products. 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 model construction, supported by a proprietary technology platform and quantitative tools.

Sean O'Connor is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Savvy since 2025. His prior roles include positions at Mercer Global Advisors, Inc and Epstein and White Retirement Income Solutions, LLC. He is also an insurance agent offering fixed insurance products through O'Connor Insurance and Annuity Services. 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 tools.