Savant Wealth Management

John Brown is a financial advisor at Savant Wealth Management with 26 years of industry experience. He holds a Series 65 designation and previously worked at Exencial Wealth Advisors, LLC and Bush O'Donnell Investment Advisors, Inc. Outside of his advisory role, he serves as chairman of GJ Liquidation Company, a former supplier of railroad crossties. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Joseph Sanders is a financial advisor at Savant Wealth Management in Birmingham, AL, with 10 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at ProEquities, Inc., Wealth Management Group LLC, and Securian Financial Services. Savant Wealth Management serves a wide range of clients including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services, combining evidence-based asset allocation with actively managed strategies overseen by an investment committee.

Brooke Jones is a financial advisor at Savant Wealth Management with one year of industry experience. She holds a Series 65 designation and has worked at Savant Wealth Management since 2024. Prior to her advisory role, she was employed at Valley Christian Preschool from 2022 to 2024. 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 maintains affiliated accounting, legal, and trust service entities.

Michelle Smith is a financial advisor at Savant Wealth Management in New York, NY, with 39 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Source Financial Advisors and Purshe Kaplan Sterling Investments. Outside of her advisory role, she is the Treasurer and Co-Founder of The Ideal School of Manhattan and serves on the board of the nonprofit Abilities First-NY. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and operates affiliated accounting, legal, and trust service entities.

Zach Barden is a CFP® and Series 65 registered advisor with Savant Wealth Management in Cedar Rapids, IA, and has one year of industry experience. Prior to joining Savant, he worked in baseball with Perfect Game Baseball and held roles at Mount Mercy University, Kohls, and Ruffalo Noel Levitz. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, charitable organizations, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Wyatt Kiedrowski is a financial advisor at Savant Wealth Management with seven years of industry experience. He holds the Series 65 designation and previously worked for Kemp Financial Management, LLC for 14 years. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with wealth 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 a large team of approximately 397 advisors and integrated affiliated entities.

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.

Jacqueline Keener is a financial advisor at Savant Wealth Management with 10 years of industry experience. She previously worked at Domani Wealth, LLC and PBWM Holdings, LLC before joining Savant in 2023. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers specialized services including accounting, legal, and trust services through affiliated entities.

Joshua Podczervinski is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. He previously operated his own CPA practice, Joshua J. Podczervinski, CPA, PC, focusing on accounting and bookkeeping services, and has held roles at Capital Directions, LLC and Siok, Podczervinski, Williams and Associates. Savant Wealth Management serves a wide range of clients including individuals, families, pension plans, charitable organizations, and high-net-worth clients. The firm offers comprehensive wealth management and integrates evidence-based, model-driven asset allocation with actively managed strategies, supported by its scale and affiliated accounting, legal, and trust services.

Adin Ocasio is a CFP®-designated financial advisor with three years of industry experience, currently with Savant Wealth Management. His prior work includes roles at Vermillion Financial Advisors and various positions outside the financial sector, such as at Amazon and Greater Chicago Transit. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, and charitable organizations, offering comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated entities providing accounting, legal, and trust services.

Douglas Morton III is a CFP® and Series 65 credentialed advisor with 23 years of industry experience. He has been with Savant Wealth Management since 2020, following prior roles at Huber Financial Advisors, LLC and United Capital Advisers, LLC. 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 sub-advised mandates, supported by extensive in-house resources across accounting, legal, and trust services.

Marcello Desjardins is a financial advisor at Savant Wealth Management with one year of industry experience. He holds a Series 65 credential and has prior work experience at Kappa Kappa Gamma, Dicks Sporting Goods, and the Jenks Public School System. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and maintains approximately $55.6 billion in assets under management across about 397 advisors.

Peter Basile is a financial advisor at Savant Wealth Management with eight years of industry experience. He holds a Series 65 designation and previously worked at Robert Baird for five years before joining Savant. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services.

Drake Grindle is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has been with Savant Wealth Management since 2020, following prior roles at Savant Capital Management and BDO USA, LLP. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to a diverse client base including individuals, families, and high-net-worth clients. The firm employs a blended investment approach of evidence-based asset allocation and actively managed strategies, supported by affiliated entities offering accounting, legal, and trust services.

Lucy Thompson is a financial advisor at Savant Wealth Management in Birmingham, AL, with two years of industry experience. She holds a Series 65 credential and has worked at Savant Wealth Management since 2024. Prior to that, she held various roles including a position at Warren Averett and several assignments at the Country Club of Birmingham. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blended investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by its scale and integrated legal, accounting, and trust services.