South Portland, ME Office

Smit Desai is a financial advisor at Savant Wealth Management with three years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Richard Brothers Securities and Whitridge Associates. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers related services through affiliated accounting, legal, and trust entities.

Benjamin Carroll is a financial advisor at Savant Wealth Management in South Portland, ME. He holds a Series 65 credential and has been in the industry since 2025. His prior experience includes roles at Richard Brothers Financial Advisors, Richard Brother Securities, and Saco & Biddeford Savings Institution. Savant Wealth Management serves a diverse client base, including 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 offers integrated services through affiliated accounting, legal, and trust entities.

Neal Richard is a financial advisor at Savant Wealth Management with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Allegiance Capital, L.L.C. and Allegiance Financial Group, Inc. He is also CFO and an advisor at Richard Brothers Financial Advisors, a registered investment advisory firm. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services.

Laura Linscott is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Savant Wealth Management since 2026 and previously spent a decade with Richard Brothers Securities and Richard Brothers Financial Advisors. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, offering comprehensive wealth management, financial planning, and related services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Randall Richard is a financial advisor at Savant Wealth Management with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has a long career including over 26 years at Richard Brothers Securities and ongoing leadership as president of Allegiance Financial Group, where he provides financial planning, investment management, and insurance services. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, and charitable organizations, offering comprehensive wealth management and financial planning services. The firm combines evidence-based asset allocation with actively managed strategies and supports its services through affiliated accounting, legal, and trust entities.

Zachary Lauzon is a CFP® and holds a Series 66 license with 12 years of experience in the financial industry. He has worked at Savant Wealth Management since 2026 and previously spent 14 years with Richard Brothers Securities and Richard Brothers Financial Advisors. Lauzon serves as a relationship manager supporting insurance sales and client account management at Richard Brothers Financial Advisors. Savant Wealth Management serves 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 affiliated accounting, legal, and trust services.