Andrea Nolan is a financial advisor at Savvy with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Farther Finance Advisors, FourStar Wealth Advisors, Fieldstone Financial, and Concert Wealth Management. Nolan is based in Reno, NV. 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 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 parent technology platform and third-party tools.

Robert Barone is a financial advisor at Savvy with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Farther Finance Advisors and FourStar Wealth Advisors. Outside of his advisory roles, he serves as a director at Allied Mineral Products, a refractory company. Savvy provides investment and financial planning services to individuals, trusts, businesses, and charitable organizations, employing a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware strategies. The firm integrates third-party fintech tools and offers in-house tax preparation and estate-planning support.

Tyson Lokke is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Savvy since 2025. His prior roles include positions at Farther Finance Advisors, LLC, Goldman Sachs, and United Capital Financial Advisers, LLC. He is also the managing partner and independent insurance agent at Wealth Vision LLC, where he dedicates time to insurance activities. 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 proactive tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a parent technology platform and external research.