Savant Wealth Management

John Brown is a Series 65 licensed advisor with 25 years of industry experience. He has worked at Exencial Wealth Advisors since 2017 and previously spent 19 years at Bush O'donnell Investment Advisors. Outside of his advisory work, he serves as chairman of GJ Liquidation Company, a former supplier of railroad crossties. Exencial Wealth Advisors manages approximately $5.3 billion in assets and serves over 3,100 clients through a team of 50 advisors. The firm offers wealth management, financial planning, and fiduciary services to individuals and institutions, using model-based asset allocation and a variety of investment strategies including option-based approaches.

Joseph Sanders is a financial advisor at Savant Wealth Management in Birmingham, AL, holding Series 63 and Series 65 licenses. He is associated with an enterprise firm employing 366 advisors. Savant Wealth Management offers investment advisory and financial planning services to individuals, families, corporations, retirement plans, and charitable organizations. The firm uses a disciplined, long-term, evidence-based investment approach and provides a range of services including family office support, retirement plan fiduciary services, tax preparation, and a divorce-planning education program called Wife2CFO.

Brooke Jones is a financial advisor at Savant Wealth Management in Satellite Beach, FL. She holds a Series 65 designation and began her advisory career in 2024. Prior to joining Savant, she worked at John's Brother's Financial and was employed at Valley Christian Preschool. Savant Wealth Management provides comprehensive wealth management and investment services to individuals, families, charitable organizations, corporations, and retirement plans. The firm uses a structured, evidence-based investment approach with a range of customized solutions and offers in-house tax, legal, and trust services.

Michelle Smith is a financial advisor at Savant Wealth Management 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 Treasurer and Co-Founder of The Ideal School of Manhattan and serves as a board member of the nonprofit Abilities First-NY. Savant Wealth Management provides comprehensive wealth and investment management services to individuals, families, charitable organizations, corporations, and retirement plans. The firm employs a structured, evidence-based investment approach using low-cost model portfolios and offers a range of customized solutions alongside integrated tax, legal, and trust services.

Zach Barden is a financial advisor at Savant Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked at Perfect Game Baseball and Mount Mercy University. Savant Wealth Management provides comprehensive wealth and investment management services to individuals, families, charitable organizations, corporations, and retirement plans. The firm employs a structured, evidence-based investment approach using model portfolios with low-cost funds and offers additional services including financial planning, family office services, trust services, and corporate retirement plan consulting.

Wyatt Kiedrowski is a Series 65-licensed financial advisor with six years of industry experience. He has been with Savant Wealth Management since 2024 and previously worked at Kemp Financial Management, LLC for 14 years. Savant Wealth Management provides comprehensive wealth and investment management services to individuals, families, charitable organizations, corporations, and retirement plans. The firm employs a structured, evidence-based investment approach using low-cost mutual funds and ETFs, with tax-aware strategies and customization options, supported by in-house tax, legal, and trust services.

Joseph Ottaviano is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Savant Wealth Management and previously worked at Asset Planning Corporation for nine years. Ottaviano is based in Knoxville, TN. Savant Wealth Management serves individuals, families, charitable organizations, corporations, and retirement plans with comprehensive wealth and investment management. The firm employs a structured, evidence-based investment approach using model portfolios of low-cost mutual funds and ETFs, complemented by tax-aware strategies and customization options.

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 worked at Capital Directions, LLC and founded his own accounting firm, Joshua J. Podczervinski, CPA, PC, where he provides accounting and bookkeeping services. Savant Wealth Management offers comprehensive wealth and investment management services to individuals, families, charitable organizations, corporations, and retirement plans. The firm employs a structured, evidence-based investment approach using model portfolios of low-cost mutual funds and ETFs, along with tax-aware strategies and a range of customization options.

Adin Ocasio is a CFP® with three years of industry experience, currently serving as a financial advisor at Savant Wealth Management. Prior to joining Savant, he worked at Vermillion Financial Advisors and held various roles in education and logistics. Savant Wealth Management provides comprehensive wealth and investment management services to individuals, families, charitable organizations, corporations, and retirement plans. The firm employs a structured, evidence-based investment approach using model portfolios with tax-aware strategies and offers a range of services including financial planning, family office support, trust services, and corporate retirement plan consulting.

Douglas Morton III is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2020. His prior experience includes roles at Huber Financial Advisors and United Capital Advisers. Savant Wealth Management provides comprehensive wealth and investment management services to individuals, families, charitable organizations, corporations, and retirement plans, managing approximately $37 billion in discretionary assets. The firm employs an evidence-based investment approach with a range of services including financial planning, family office support, trust services, and corporate retirement consulting.

Marcello Desjardins is a financial advisor at Savant Wealth Management with one year of industry experience. He holds a Series 65 designation. His prior work includes roles at Kappa Kappa Gamma, Dicks Sporting Goods, and the Jenks Public School System. Savant Wealth Management provides comprehensive wealth and investment management services to individuals, families, charitable organizations, corporations, and retirement plans. The firm uses an evidence-based investment approach with model portfolios that incorporate low-cost mutual funds and ETFs, along with tax-aware strategies, and offers a range of customized solutions including socially responsible investing and a branded divorce-planning program.

Peter Basile is a Series 65-licensed financial advisor with Savant Wealth Management in Rockford, IL, where he has worked since 2021. He has seven years of industry experience, including five years at Robert Baird prior to joining Savant. Savant Wealth Management provides comprehensive wealth and investment management services to individuals, families, charitable organizations, corporations, and retirement plans. The firm uses a structured, evidence-based investment approach with model portfolios and offers additional services such as financial planning, family office support, trust services, and corporate retirement plan consulting.

Drake Grindle is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has worked at Savant Wealth Management since 2020 and previously held roles at Savant Capital Management and BDO USA, LLP. Savant Wealth Management provides comprehensive wealth and investment management services to individuals, families, charitable organizations, corporations, and retirement plans. The firm employs a structured, evidence-based investment approach using model portfolios with tax-aware implementation and offers a range of services including financial planning, family office services, trust services, and corporate retirement plan consulting.

Lucy Thompson is a financial advisor at Savant Wealth Management in Birmingham, AL, holding a Series 65 designation with one year of industry experience. She has worked at Savant Wealth Management since 2024 and previously held roles at Warren Averett and the Country Club of Birmingham. Savant Wealth Management provides comprehensive wealth and investment management services to individuals, families, charitable organizations, corporations, and retirement plans, managing approximately $37 billion in discretionary assets. The firm employs a structured, evidence-based investment approach using model portfolios and offers a range of in-house and affiliated services including tax, legal, and trust solutions.

David Ward Jr. is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Savant Wealth Management and previously worked at Bridgeworth Financial, LLC and LPL Financial. Savant Wealth Management provides comprehensive wealth and investment management services to individuals, families, charitable organizations, corporations, and retirement plans. The firm employs a structured, evidence-based investment approach using model portfolios of low-cost mutual funds and ETFs, along with tax-aware strategies and customization options, supported by in-house tax and legal services.