Andrew Bronson is a financial advisor at Savvy with eight years of industry experience. He holds a Series 65 designation and has worked previously at Marcado Asset Management LLC and Mission to the World. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a customized investment approach that combines index-based strategies with active equity portfolios and specialized sub-adviser techniques, supported by fintech tools and integrated tax and estate planning services.

Nathan Sharp is a Series 66-registered financial advisor with Savvy in San Antonio, Texas, bringing 16 years of industry experience. He previously worked at Marcado Asset Management LLC for nine years and at My Group, LLC dba The Maresh Yoshida 401k Group for five years. 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 investment approach supplemented with active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.