Matthew Johnson is a CFA® charterholder with 27 years of industry experience. He has been with Sage Capital Advisors, LLC since 2005. The firm serves pension and profit-sharing plans, plan sponsors and participants, as well as individuals, families, and certain nonprofit clients. Sage Capital Advisors offers discretionary investment management, retirement-plan consulting, participant education, and financial planning, employing a custom, value-oriented investment approach that includes individual equities, ETFs, fixed income, tactical strategies, and outside managers.

Jeffrey Malone is a financial advisor at Sage Capital Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sage Capital Advisors and Malone Capital Advisors since 2013. Outside of his advisory roles, he is involved with several family limited partnerships as both a general partner and limited partner. Sage Capital Advisors serves pension and profit-sharing plans, individuals, families, and nonprofit clients, offering discretionary investment management, retirement-plan consulting, participant education, and financial planning. The firm employs a custom, value-oriented investment approach that combines fundamental and technical analysis and utilizes individual equities, ETFs, fixed income, tactical strategies, and outside managers.